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Automate DocuSign API Workflows with Make.com, n8n and Zapier

Automate your DocuSign workflows to save time and ensure compliance. Seamlessly integrate document signing and management into your business processes for improved accuracy and efficiency.

When a Document is Signed
Solution
1. Notify Team of Completed Signatures

Send alerts to the team once a document is signed.

Perform an Action
Solution
2. Update Document Status in Sheets

Reflect signed status in Google Sheets.

Perform an Action
Solution
3. Log Signed Documents in Salesforce

Automatically record signed documents in your CRM.

Perform an Action
Solution
4. Notify Client on Signature Completion

Send completion messages to clients on Slack.

When a New Document is Uploaded
Solution
5. Start Approval Process in DocuSign

Initiate signature workflow upon upload in Dropbox.

- Repeat -

Automation Benefits

Benefits of DocuSign Automation

Unlock significant advantages by automating your DocuSign workflows.

Enhanced Compliance

Automation ensures all processes comply with legal requirements, reducing risks.

Improved Accountability

Automated logs and notifications provide transparency and accountability.

Faster Document Turnaround

Automated processes accelerate document signing and approval timelines.

Cost Efficiency

Reduce manual labor and operational costs through automation.

Seamless Integrations

Connect DocuSign with other tools, creating a unified business process.

Data Accuracy

Eliminate human errors through automated data entry and updates.

Features

DocuSign Automation Features

Enhance your document and contract management with these automation features.

  • 1
    Automated Signature Notifications

    Get instant notifications for document signatories upon completion, reducing the need for manual follow-up.

  • 2
    Status Synchronization

    Keep your CRM or project management tools updated automatically with the latest document status.

  • 3
    Custom Workflow Initiations

    Automatically start new workflows based on specific triggers like document uploads or revisions.

Feature

Outcomes

Business Outcomes with Automation

Transform your document management and contract processes with these outcomes from DocuSign automation.

40%
Time Saved on Document Management
90%
Reduction in Processing Errors
3x
Increase in Workflow Efficiency

We Might Have Solved Your Problems Already

DocuSign automation use cases

See how you can improve your process by leveraging AI, automation and DocuSign API.

Document Completion Trigger app logoExtract Signer Metadata app logoFind Corresponding CRM Contact app logoArchive Document in Cloud Storage app logoAlert Sales on Contract Update app logoTrack Performance and Deals app logo
Streamline CRM Updates with DocuSign

Enhance your contract management by automating the update process from DocuSign to your CRM. Reduce errors, speed up sales cycles, and keep your team informed with real-time data updates.

Form Submission Trigger app logoCase Type Analysis app logoDispatch Checklist app logoSecure Folder Sharing app logoTeam Allocation app logoCheck Document Upload app logo
Auto-Onboard Legal Clients with Intelligent Documents

Automatically send the right onboarding documents based on the type of legal case and client responses. Customize workflows to save time and reduce administrative tasks, enhancing both client satisfaction and operational efficiency.

Form Submission Received app logoStore Form Data app logoSend Document Request app logoStaff Notification app logoOrganize Documents app logo
Automate Client Intake for Law Firms

Effortlessly manage client onboarding by automating data collection, secure document requests, and staff notifications. Save time, reduce errors, and focus on what matters most - your clients.

FAQ

DocuSign Automation FAQ

Common questions and answers about automating DocuSign workflows to improve efficiency and compliance.

Pricing Plans

Our pricing plans

Choose a plan that is suitable for your needs.

One-Time
One-time Fee

Pay once for build out.

  • Custom project build (template / blueprint)

  • You choose platform (n8n, Zapier or Make)

  • Follows your requirements

  • Integrates with your systems

  • Paid after build maintenance

  • No recurring charges monthly

Build Fee + Maintenance Fee
from 300$/month

Pay for build + lower recurring maintenance fee.

  • Custom project build

  • We choose best platform

  • Follows your requirements

  • Integrates with your systems

  • Maintenance, priority email / Slack support

  • Monthly recurring charges, 3+ months contract

Recurring
from $600/month

Use our pre-built solution with no changes.

  • Existing solution access (no source code)

  • No platform selection

  • Integrates as described / documented

  • Integrates with specific systems and software

  • Maintenance, priority email / Slack support

  • Monthly recurring, 3+ months contract required