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DocuSign + Sharepoint Integrations

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Connect DocuSign to Sharepoint
Example workflows
Triggers and actions
DocuSign + your other apps
Sharepoint + your other apps
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FAQ

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

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

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Automatically move drive item to folder in Sharepoint for each envelope added in DocuSign

Try it

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Send envelope from template automatically in DocuSign for each list item added in Sharepoint

Try it

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Export envelope as PDF automatically in DocuSign for each drive item added in Sharepoint

Try it

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Copy drive item automatically in Sharepoint for each envelope added in DocuSign

Try it

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Upload drive item automatically in Sharepoint for each envelope added in DocuSign

Try it

DocuSign Triggers

Envelope

edit

Envelope changed

target

Envelope first meets conditions

add

New envelope added

Sharepoint Actions

Document library

Find document library(ies)

Drive item

content_copy

Copy drive item

Find drive item(s)

Find file in folder

move_up

Move drive item to folder

edit

Rename drive item

edit

Update drive item

upload_file

Upload drive item

Folder

add

Create folder

Find folder(s)

move_up

Move folder to folder

edit

Rename folder

List

add

Create list

Find list(s)

List item

add

Create list item

Find list item(s)

edit

Update list item

Site

Find site(s)

Sharepoint Triggers

Drive item

edit

Drive item changed

target

Drive item first meets conditions

add

New drive item added

List item

edit

List item changed

target

List item first meets conditions

add

New list item 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)

Create your own DocuSign + Sharepoint integration

Select a trigger in DocuSign

Select an action in Sharepoint

Create your workflow

Or automate Sharepoint + DocuSign

Select a trigger in Sharepoint

Select an action in DocuSign

Create your workflow

Connect DocuSign to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

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

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via email

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

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Client onboarding workflow screenshot in Relay.app

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DocuSign + Sharepoint integrations

Example DocuSign + Sharepoint workflows

Automatically move drive item to folder in Sharepoint for each envelope added in DocuSign

Send envelope from template automatically in DocuSign for each list item added in Sharepoint

Export envelope as PDF automatically in DocuSign for each drive item added in Sharepoint

Copy drive item automatically in Sharepoint for each envelope added in DocuSign

Upload drive item automatically in Sharepoint for each envelope added in DocuSign

Create your own DocuSign + Sharepoint integration

Or automate Sharepoint + DocuSign

Connect DocuSign to your other apps

Or connect Sharepoint 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 Sharepoint with Relay.app?

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

See why people love Relay.app

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

What will you automate?