Integrationsarrow_forwardDocuSign Integrationsarrow_forward

DocuSign + Square Integrations

Connect for free

On this page

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

DocuSign + Square 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 any of these Square actions in your Relay.app workflows.

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

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 any of these Square actions in your Relay.app workflows.

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

Overview

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

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

arrow_forward

Automatically create customer in Square for each envelope added in DocuSign

Try it

arrow_forward

Send envelope from template automatically in DocuSign for each booking added in Square

Try it

arrow_forward

Export envelope as PDF automatically in DocuSign for each catalog entry added in Square

Try it

arrow_forward

Automatically wait until envelope signed (completed) in DocuSign for each customer added in Square

Try it

arrow_forward

Draft envelope from template automatically in DocuSign for each invoice added in Square

Try it

DocuSign Triggers

Envelope

edit

Envelope changed

target

Envelope first meets conditions

add

New envelope added

Square Actions

Catalog entry

Find catalog entry(ies)

Customer

group_add

Add customer to group

add

Create customer

Find customer(s)

group_remove

Remove customer from group

edit

Update customer

Customer group

add

Create customer group

Find customer group(s)

edit

Update customer group

Invoice

Find invoice(s)

Location

Find location(s)

Merchant

Find merchant(s)

Order

Find order(s)

Payment

Find payment(s)

Square Triggers

Booking

edit

Booking changed

target

Booking first meets conditions

add

New booking added

Catalog entry

edit

Catalog entry changed

target

Catalog entry first meets conditions

add

New catalog entry added

Customer

edit

Customer changed

target

Customer first meets conditions

add

New customer added

Invoice

edit

Invoice changed

target

Invoice first meets conditions

add

New invoice added

Order

add

New order added

edit

Order changed

target

Order first meets conditions

Payment

add

New payment added

edit

Payment changed

target

Payment 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 + Square integration

Select a trigger in DocuSign

Select an action in Square

Create your workflow

Or automate Square + DocuSign

Select a trigger in Square

Select an action in DocuSign

Create your workflow

Connect DocuSign to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

Or connect Square to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

The best form automation software in 2024

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

Whitney Hazard

Apr 17, 2024

FAQ

What is Relay.app?
link
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 Square with Relay.app?
link
1. Create a free Relay.app account
2. Set a trigger in DocuSign or Square to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize DocuSign and Square 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 Square?
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 Square—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

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

Visit our wall of love

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

What will you automate?

Get started for free

DocuSign + Square integrations

Example DocuSign + Square workflows

Automatically create customer in Square for each envelope added in DocuSign

Send envelope from template automatically in DocuSign for each booking added in Square

Export envelope as PDF automatically in DocuSign for each catalog entry added in Square

Automatically wait until envelope signed (completed) in DocuSign for each customer added in Square

Draft envelope from template automatically in DocuSign for each invoice added in Square

Create your own DocuSign + Square integration

Or automate Square + DocuSign

Connect DocuSign to your other apps

Or connect Square 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 Square with Relay.app?

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

See why people love Relay.app

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

What will you automate?