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DocuSign + Square Integrations

How to connect DocuSign + Square

Zapier lets you send info between DocuSign and Square automatically—no code required.

When this happens...
DocuSignDocuSign
Envelope Sent or Completed

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.

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SquareSquare
Create Customer

Creates a customer.

Supported triggers and actions

What does this mean?

How DocuSign + Square Integrations Work

  1. Step 1: Authenticate DocuSign + Square.
    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.
Connect apps

Square Tutorials

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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  • Signatures

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About Square

Square creates tools that help sellers of all sizes start, run and grow their businesses. Square’s point-of-sale service offers tools for every part of running a business, from accepting credit cards and tracking inventory to real-time analytics and invoicing.
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