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DocuSign + Intercom Integrations

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DocuSign + Intercom Integrations

Add any DocuSign action to your workflow.

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

Add any Intercom action to your workflow.

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

Overview

Connect DocuSign to Intercom in just a few clicks, for free, with Relay.app.

Check below for the triggers and actions Relay.app supports, as well as example workflows using DocuSign and Intercom. Relay.app provides seamless integration between DocuSign, Intercom, and many other popular SaaS applications. Keep your data in sync across apps and set up repeated processes that can run without you needing to lift another finger.

Relay.app is an automation tool that people love for its deep & easy-to-use integrations, embedded AI features, human-in-the-loop functionality, and powerful workflow essentials.

See all of Relay.app's features

Example DocuSign + Intercom workflows

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Automatically create ticket in Intercom for each envelope added in DocuSign

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Send envelope from template automatically in DocuSign for each ticket added in Intercom

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

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Automatically wait until envelope signed (completed) in DocuSign for each conversation added in Intercom

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Add note to ticket automatically in Intercom for each envelope added in DocuSign

Try it

DocuSign Triggers

Envelope

edit

Envelope changed

target

Envelope first meets conditions

add

New envelope added

Intercom Actions

Admin

Find admin(s)

Company

Find company(ies)

library_add

Update or create company

Contact

add_comment

Add note to contact

new_label

Add tag to contact

add_box

Attach contact to company

add

Create contact

remove_done

Detach contact from company

Find contact(s)

label_off

Remove tag from contact

edit

Update contact

Conversation

add_comment

Add note to conversation

new_label

Add tag to conversation

done

Close conversation

add

Create conversation

Find conversation(s)

label_off

Remove tag from conversation

Reply to conversation

send

Send message to contact

edit

Update conversation

Ticket

forum

Add note to ticket

new_label

Add tag to ticket

bug_report

Convert conversation to ticket

add

Create ticket

Find ticket(s)

label_off

Remove tag from ticket

forum

Reply to ticket

edit

Update ticket

Intercom Triggers

Contact

edit

Contact changed

target

Contact first meets conditions

add

New contact added

Conversation

edit

Conversation changed

target

Conversation first meets conditions

add

New conversation added

Ticket

add

New ticket added

edit

Ticket changed

target

Ticket first meets conditions

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 + Intercom integration

Select a trigger in DocuSign

Select an action in Intercom

Create your workflow

Or automate Intercom + DocuSign

Select a trigger in Intercom

Select an action in DocuSign

Create your workflow

Connect DocuSign to your other apps

Or connect Intercom to your other apps

See why people love Relay.app

Marco Elizalde

@marcoETmx

I discovered @relay and it is incredible

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

Finally getting a chance to explore @relay and wow, UX feels leaps ahead of Zapier/Make.

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

Lincoln T.

Small Business

Honestly, Relay is hands down my preferred automation tool (wayyyyy better than Zapier).

Honestly, Relay is hands down my preferred automation tool (wayyyyy better than Zapier). So thanks guys and keep up the awesome work!

- It super easy to test automations

- more than enough integrations with the essential apps

- human in the loop makes things so easy (and durable)

- the first automation platform where it makes sense to add your team to

- support is out of this world fast and helpful

Zack S.

Small Business

Easy to use automation tool with a great team and product support

Ease of use to automate many different tasks. The platform is being updated regularly to become more powerful and provides access to ai features that make it available to anyone with basic computer skills.

Customer support is top notch

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