Connect Docusign and SQL Server to unlock the power of automation
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How Zapier works
Zapier makes it easy to integrate Docusign with SQL Server - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Click Agreed" from Docusign.
Add your action
An action happens after the trigger—such as "Create Custom Query" in SQL Server.
You’re connected!
Zapier seamlessly connects Docusign and SQL Server, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Click Agreed
Triggers when a recipient accepted a clickwrap agreement.
Try ItTriggerInstant - Events to MonitorRequired
Try ItTriggerInstant- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerInstant- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerInstant
- Click Declined
Triggers when a recipient declined a clickwrap agreement.
Try ItTriggerInstant - Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerInstant- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerInstant- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerInstant
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Connect Docusign and SQL Server to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
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Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Learn how to automate Docusign on the Zapier blog
Learn how to automate SQL Server on the Zapier blog
Frequently Asked Questions about Docusign + SQL Server integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Docusign and SQL Server
How do we connect DocuSign with SQL Server?
To connect DocuSign with SQL Server, we typically use a middleware platform or API integration tools that can help in setting up the connection. This involves configuring triggers on specific events in DocuSign (e.g., envelope completed) and defining actions (e.g., add/update records) for SQL Server.
What kind of triggers can be set when integrating DocuSign with SQL Server?
When integrating DocuSign with SQL Server, triggers could include events such as when a document is signed, completed, or declined. These triggers can then initiate actions like inserting new rows into a database table or updating existing records to reflect the status of a document.
Can data be pulled from SQL Server back into DocuSign?
Yes, data can often be pulled from SQL Server back into DocuSign. This usually involves setting up scheduled actions where information from your database is used to populate fields or templates in new documents sent through DocuSign.
What happens if there's an error during the data transfer between DocuSign and SQL Server?
If an error occurs during data transfer between DocuSign and SQL Server, our integration system will usually log the error for troubleshooting. Depending on the platform's setup, it might retry the operation or send an alert to notify of the failure so manual intervention can occur if needed.
Is it possible to automate document storage in SQL Server after signing in DocuSign?
Yes, it's possible to automate document storage within SQL Server after signing in DocuSign. This automation would involve creating a trigger based on document completion which then automatically stores defined metadata and possibly even document copies into your specified database tables.
Do we need any special permissions for integrating these systems?
Generally, both admin access to your SQL server and appropriate authentication permissions from your Docusign account are required. Ensure API keys are active and that both systems have permission settings configured for data reading and writing operations as necessary.
Can we update an existing record in our database when a document's status changes in Docusign?
Yes, you can set up triggers for status changes like 'signed' or 'completed' within Docusign that will automatically update corresponding records within your database to ensure all information remains synced and accurate.
