Docusign + Wave

Create new Wave customers from newly agreed Docusign documents

Whenever an agreement is clicked on Docusign, streamline your workflow by instantly introducing a new customer profile in Wave. This simple and efficient automation ensures you don't have to manually enter customer data after getting the nod on Docusign, translating to valuable time saved. The process offers a seamless transition between obtaining a digital signature and incorporating the details into your accounting system.

Whenever an agreement is clicked on Docusign, streamline your workflow by instantly introducing a new customer profile in Wave. This simple and efficient automation ensures you don't have to manually enter customer data after getting the nod on Docusign, translating to valuable time saved. The process offers a seamless transition between obtaining a digital signature and incorporating the details into your accounting system.

  1. When this happens...
    DocusignDocusign
    Click Agreed

    Triggers when a recipient accepted a clickwrap agreement.

    TriggerInstant
  2. automatically do this!
    WaveWave
    Create Customer

    Creates a customer in a business that you choose.

    ActionWrite
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Supported triggers and actions

  • Docusign triggers, actions, and search

    Click Declined

    Triggers when a recipient declined a clickwrap agreement.

    Trigger
    Instant
    Try It
    • Warning Text

    • Add certificate of completion

    • Include documents

    • Include recipients

    • Include custom fields

    • Include form data

    Trigger
    Instant
    Try It
    • Warning Text

    • Add certificate of completion

    • Include documents

    • Include recipients

    • Include custom fields

    • Include form data

    Trigger
    Instant
    Try It
    • Warning Text

    • Add certificate of completion

    • Include documents

    • Include recipients

    • Include custom fields

    • Include form data

    Trigger
    Instant
    Try It
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

Related categories

  • Signatures

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wave logo
wave logo

About Wave

Wave's invoicing and accounting software is completely free, and has no usage limits or restrictions. Optional Payment Processing and Payroll services are fully integrated to create a seamless platform for your business finances.
Learn more

Related categories

  • Accounting

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