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DocuSign + Dovetail Integrations

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

DocuSign + Dovetail integrations

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

Check below for example workflows using DocuSign and Dovetail, 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 DocuSign + Dovetail workflows

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Automatically create note in Dovetail for each envelope added in DocuSign

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Update note automatically in Dovetail for each envelope added in DocuSign

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Delete note automatically in Dovetail for each envelope added in DocuSign

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Automatically create insight in Dovetail for each envelope added in DocuSign

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Update insight automatically in Dovetail for each envelope added in DocuSign

Try it

DocuSign Triggers

Envelope

edit

Envelope changed

target

Envelope first meets conditions

add

New envelope added

Dovetail Actions

Contact

add

Create contact

Insight

add

Create insight

Find insight(s)

edit

Update insight

Note

add

Create note

Find note(s)

edit

Update note

Other

delete

Delete insight

delete

Delete note

Dovetail Triggers

No Dovetail triggers yet

Request trigger

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)

Create your own DocuSign + Dovetail integration

Select a trigger in DocuSign

Select an action in Dovetail

Create your workflow

Connect DocuSign to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

Or connect Dovetail to your other apps

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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 DocuSign to Dovetail with Relay.app?
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1. Create a free Relay.app account
2. Set a trigger in DocuSign or Dovetail to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize DocuSign and Dovetail 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 DocuSign to Dovetail?
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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 DocuSign and Dovetail—give it a try and let us know what you think.

See why people love Relay.app

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via email

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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.

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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.

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

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@typeoneerror

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