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Apollo + DocuSign Integrations

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Connect Apollo to DocuSign
Example workflows
Triggers and actions
Apollo + your other apps
DocuSign + your other apps
Related blog posts
FAQ

Apollo + DocuSign integrations

Use any of these Apollo actions in your Relay.app workflows.

Preview of Use Relay.app's Apollo integration to trigger actions across your apps

Preview of Add any Apollo action to your workflow.

Preview of Use Relay.app's DocuSign integrations to trigger actions across your apps

Preview of Use any of these DocuSign actions in your Relay.app workflows.

Preview of Add any DocuSign action to your workflow.

Use any of these Apollo actions in your Relay.app workflows.

Use Relay.app's Apollo integration to trigger actions across your apps

Add any Apollo action to your workflow.

Use Relay.app's DocuSign integrations to trigger actions across your apps

Use any of these DocuSign actions in your Relay.app workflows.

Add any DocuSign action to your workflow.

Overview

Connect Apollo to DocuSign in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between Apollo, DocuSign, and many other popular SaaS applications.

Check below for example workflows using Apollo and DocuSign, as well as a list of the triggers and actions Relay.app supports today. Just let us know if we're missing anything you need.

Known for its combination of simplicity and power, Relay.app is a tool that people love for its deep & easy-to-use integrations, powerful AI features combined with human oversight, robust workflow essentials, and first-class customer support.

See all of Relay.app's features

Example Apollo + DocuSign workflows

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Automatically send envelope from template in DocuSign for each contact added in Apollo

Try it

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Create contact automatically in Apollo for each envelope added in DocuSign

Try it

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Export envelope as PDF automatically in DocuSign for each company created in Apollo

Try it

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Export envelope as PDF automatically in DocuSign for each contact added in Apollo

Try it

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Wait until envelope signed (completed) automatically in DocuSign for each contact added in Apollo

Try it

Apollo Triggers

Company

add

Company created

Contact

edit

Contact changed

target

Contact first meets conditions

add

New contact added

DocuSign Actions

Envelope

drafts

Draft envelope from template

drafts

Draft envelope using documents

download

Export envelope as PDF

outgoing_mail

Send envelope from template

outgoing_mail

Send envelope using documents

schedule

Wait until envelope signed (completed)

Template

Find template(s)

DocuSign Triggers

Envelope

edit

Envelope changed

target

Envelope first meets conditions

add

New envelope added

Apollo Actions

Contact

person_add

Create contact

library_add

Create or update contact

Find contact(s)

edit

Update contact

Person

Enrich person from Apollo people database

Sequence

Find sequence(s)

Other

send

Add contacts to sequence

switch_account

Update contact in sequence

Create your own Apollo + DocuSign integration

Select a trigger in Apollo

Select an action in DocuSign

Create your workflow

Or automate DocuSign + Apollo

Select a trigger in DocuSign

Select an action in Apollo

Create your workflow

Connect Apollo to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

Or connect DocuSign to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

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Looking to streamline your workflow and reduce your workload? Form automation software transforms tedious manual processes into streamlined, automatic workflows, saving time and reducing errors

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Apr 17, 2024

FAQ

What is Relay.app?
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Relay.app is a modern, easy-to-use automation tool. Build workflows that connect and automate actions across all the apps you already use. Relay.app has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows. Learn more about Relay.app's features.
How do I connect Apollo to DocuSign with Relay.app?
link
1. Create a free Relay.app account
2. Set a trigger in Apollo or DocuSign to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize Apollo and DocuSign to connect to Relay.app
5. Turn on your workflow and start getting more done with less manual work
Check above for some example workflows, or visit our help center for more details on how to get started.
Is Relay.app a Zapier alternative for connecting Apollo to DocuSign?
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Yes. Relay.app is a modern alternative to Zapier. Relay.app has deeper integrations, additional features, more flexibility, and better pricing.
Zapier is a better fit for some use cases, as a featureful workflow automation tool that has been around for a long time. For example, if you need an integration with a less commonly used app, Zapier may already have the one you need.
For a more detailed comparison, check out our article comparing Relay.app to Zapier or our comparison of Zapier alternatives.
Of course we're biased, but we believe Relay.app is the best way to connect and automate Apollo and DocuSign—give it a try and let us know what you think.

See why people love Relay.app

Salama💯

@SalamaErgossum

Just ran my first automation workflow with @relay !

I wanted to send newsletters from Outlook to Notion, and it was so easy I almost cried—after struggling and giving up with other tools like Make.

Huge thanks to @relay for empowering non-tech folks like me!

Marco Elizalde

@marcoETmx

I discovered @relay and it is incredible

Peter Jauhal

via email

Relay is a fantastic app. I keep finding new uses for it everyday. I am not a programmer but I can make some really complicated work flows work pretty quickly.

Lucas Grey

@ImLucasGrey

Falling in love with @relay. Tried make and zapier and this uiux worked the simplest. It gets the job done.

Automated our waitlist collection and replying process.
Used gpt in the workflow to parse the replies to our waitlist email qtns & saved them into our notion database.

Rafa

@rafanocode

I truly appreciate how @relay presents testing info. You can easily see what you are testing, and the messages are very clear if there's an error.

They are definitely creating a fantastic tool!

Screenshot showing how to test a step in an automated workflow in Relay.app

Duke Dao

@dummy_coder

.@relay is just straight out awesome. Give it a try

Benjamin Borowski👨‍🚒

@typeoneerror

Relay's "human in the loop" model is super effective for teams. Not only is this the best designed UI for automation building on the market, they've really thought about how not everything can be automated. Fantastic for building operationalized SOPs.

Notion Coach

@NotionCoach

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Maayan

Co-Founder at Elementary

You saved me thousands of dollars in engineering work.

Eva (Ziki) Zivanovic

@ZikiDoesNotion

If you’re never heard of @relay you’re missing out BIG TIME.

Relay.app is an automation app that has been getting a lot of traction lately.
And for good reason.

What makes them unique on the market is their Human-In-The-Loop functionality.

This functionality basically allows your company to add intermediate manual steps that can add unique judgment, context, and perspective.

Client onboarding workflow screenshot in Relay.app

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Apollo + DocuSign integrations

Example Apollo + DocuSign workflows

Automatically send envelope from template in DocuSign for each contact added in Apollo

Create contact automatically in Apollo for each envelope added in DocuSign

Export envelope as PDF automatically in DocuSign for each company created in Apollo

Export envelope as PDF automatically in DocuSign for each contact added in Apollo

Wait until envelope signed (completed) automatically in DocuSign for each contact added in Apollo

Create your own Apollo + DocuSign integration

Or automate DocuSign + Apollo

Connect Apollo to your other apps

Or connect DocuSign to your other apps

Related blog posts

The best form automation software in 2024

FAQ

What is Relay.app?

How do I connect Apollo to DocuSign with Relay.app?

Is Relay.app a Zapier alternative for connecting Apollo to DocuSign?

See why people love Relay.app

New to Relay.app? Learn how to automate your first workflow

What will you automate?