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Docusign + PayPal

Send envelopes using templates in DocuSign following new successful sales in PayPal

Streamline your online sales and document management process with this efficient workflow. When a successful sale is registered in PayPal, a document using predefined template is promptly sent out through DocuSign. Reduce manual work, speed up your sales process, and ensure crucial documents reach customers promptly. This seamless workflow helps you effectively manage your business transactions and paperwork.

Streamline your online sales and document management process with this efficient workflow. When a successful sale is registered in PayPal, a document using predefined template is promptly sent out through DocuSign. Reduce manual work, speed up your sales process, and ensure crucial documents reach customers promptly. This seamless workflow helps you effectively manage your business transactions and paperwork.

  1. When this happens...
    PayPalPayPal
    Successful Sale

    Only successfully completed payments trigger this (with line item support).

    TriggerInstant
  2. automatically do this!
    DocusignDocusign
    Send Envelope Using Template

    Sends a envelope signature request using a template.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • PayPal triggers, actions, and search

    Successful Sale

    Only successfully completed payments trigger this.

    Trigger
    Instant
    Try It
  • PayPal triggers, actions, and search

    Refunded Sale

    Only refunded payments trigger this.

    Trigger
    Instant
    Try It

    • Status

    • Add certificate of completion?

    • Download form data?

    Trigger
    Scheduled
    Try It

    • DocumentRequired

    • Apply template ID?

    • Email Subject

    • Email Body

    Action
    Write
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About Docusign

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

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paypal logo
paypal logo

About PayPal

PayPal is a fast, safe way to send money, make an online payment, receive money or set up a merchant account. With over 150 million active registered accounts, PayPal helps people and businesses receive and make payments in more than 100 currencies in 203 markets.
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