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DocuSign + Lever Integrations

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

DocuSign + Lever 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.

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

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

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.

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

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

Overview

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

Check below for example workflows using DocuSign and Lever, 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.

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Example DocuSign + Lever workflows

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Automatically create opportunity in Lever for each envelope added in DocuSign

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Send envelope from template automatically in DocuSign for each opportunity stage changed in Lever

Try it

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Export envelope as PDF automatically in DocuSign for each opportunity archived in Lever

Try it

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Automatically wait until envelope signed (completed) in DocuSign for each opportunity marked as hired in Lever

Try it

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Add note to opportunity automatically in Lever for each envelope added in DocuSign

Try it

DocuSign Triggers

Envelope

edit

Envelope changed

target

Envelope first meets conditions

add

New envelope added

Lever Actions

Opportunity

note_add

Add note to opportunity

Create your own DocuSign + Lever integration

Select a trigger in DocuSign

Select an action in Lever

Create your workflow

Or automate Lever + DocuSign

Select a trigger in Lever

Select an action in DocuSign

Create your workflow

Connect DocuSign to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

Or connect Lever to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

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

See why people love Relay.app

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@SalamaErgossum

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@marcoETmx

I discovered @relay and it is incredible

Peter Jauhal

via email

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@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.

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@rafanocode

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They are definitely creating a fantastic tool!

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

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@dummy_coder

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@typeoneerror

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Co-Founder at Elementary

You saved me thousands of dollars in engineering work.

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@ZikiDoesNotion

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

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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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DocuSign + Lever integrations

Example DocuSign + Lever workflows

Automatically create opportunity in Lever for each envelope added in DocuSign

Send envelope from template automatically in DocuSign for each opportunity stage changed in Lever

Export envelope as PDF automatically in DocuSign for each opportunity archived in Lever

Automatically wait until envelope signed (completed) in DocuSign for each opportunity marked as hired in Lever

Add note to opportunity automatically in Lever for each envelope added in DocuSign

Create your own DocuSign + Lever integration

Or automate Lever + DocuSign

Connect DocuSign to your other apps

Or connect Lever to your other apps

Related blog posts

The best form automation software in 2024

FAQ

What is Relay.app?

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

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

See why people love Relay.app

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

What will you automate?