• Accelo logoAccelo logo
  • DocuSign logoDocuSign logo

Accelo + DocuSign Integrations

How to connect Accelo + DocuSign

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  • Accelo triggers, actions, and search
    Task Assigned
    Triggers when a task is assigned.
    Trigger
    Instant
  • Accelo triggers, actions, and search
    New Request
    Triggers when a new request is created.
    Trigger
    Instant
  • Accelo triggers, actions, and search
    Create/Update Contact
    Creates a new contact or updates a contact if it already exists.
    Action
    Write
  • Accelo triggers, actions, and search
    Create Request
    Creates a new request. If the request's contact does not exist, a new one will be created for you.
    Action
    Write
  • Accelo triggers, actions, and search
    Create Sale
    Creates a new sale. If the sale's contact does not exist, a new one will be created for you.
    Action
    Write
  • Accelo triggers, actions, and search
    Create Timer
    Starts a new timer.
    Action
    Write
  • Accelo triggers, actions, and search
    Pause Timers
    Pauses any active timers.
    Action
    Write
  • Accelo triggers, actions, and search
    Lookup Webhook Resource
    Lookup a webhook's resource.
    Action
    Search
  • DocuSign

    Triggers when an envelope is sent or completed. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Zapier will only fetch data and documents for envelope types that have been selected.

    Scheduled

    Trigger

  • DocuSign

    Triggers when a new folder is created.

    Scheduled

    Trigger

  • DocuSign

    Creates a signature request.

    Scheduled

    Action

How Accelo + DocuSign Integrations Work

  1. Step 1: Authenticate Accelo and DocuSign.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
accelo logo
accelo logo

About Accelo

Accelo manages all your client work in one place, making your business more profitable and you less stressed.

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docusign logo
docusign logo

About DocuSign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
Learn more

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