DocuSign + Square Integrations

Add any DocuSign action to your workflow.
Add any DocuSign action to your workflow.
Preview of Add any DocuSign action to your workflow.
Preview of Add any DocuSign action to your workflow.
Preview of Add any DocuSign action to your workflow.
Overview
Connect DocuSign to Square 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 Square. Relay.app provides seamless integration between DocuSign, Square, 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.

Example DocuSign + Square workflows

DocuSign iconarrow_forwardSquare icon

Automatically create customer in Square for each envelope added in DocuSign

Square iconarrow_forwardDocuSign icon

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

Square iconarrow_forwardDocuSign icon

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

Square iconarrow_forwardDocuSign icon

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

Square iconarrow_forwardDocuSign icon

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

DocuSign Triggers
Envelope
DocuSign logo
edit
Envelope changed
DocuSign logo
target
Envelope first meets conditions
DocuSign logo
add
New envelope added
Square Actions
Catalog entry
Square logo
search
Find catalog entry(ies)
Customer
Square logo
group_add
Add customer to group
Square logo
add
Create customer
Square logo
search
Find customer(s)
Square logo
group_remove
Remove customer from group
Square logo
edit
Update customer
Customer group
Square logo
add
Create customer group
Square logo
search
Find customer group(s)
Square logo
edit
Update customer group
Invoice
Square logo
search
Find invoice(s)
Location
Square logo
search
Find location(s)
Merchant
Square logo
search
Find merchant(s)
Order
Square logo
search
Find order(s)
Payment
Square logo
search
Find payment(s)
Square Triggers
Booking
Square logo
edit
Booking changed
Square logo
target
Booking first meets conditions
Square logo
add
New booking added
Catalog entry
Square logo
edit
Catalog entry changed
Square logo
target
Catalog entry first meets conditions
Square logo
add
New catalog entry added
Customer
Square logo
edit
Customer changed
Square logo
target
Customer first meets conditions
Square logo
add
New customer added
Invoice
Square logo
edit
Invoice changed
Square logo
target
Invoice first meets conditions
Square logo
add
New invoice added
Order
Square logo
add
New order added
Square logo
edit
Order changed
Square logo
target
Order first meets conditions
Payment
Square logo
add
New payment added
Square logo
edit
Payment changed
Square logo
target
Payment first meets conditions
DocuSign Actions
Envelope
DocuSign logo
drafts
Draft envelope from template
DocuSign logo
drafts
Draft envelope using documents
DocuSign logo
download
Export envelope as PDF
DocuSign logo
outgoing_mail
Send envelope from template
DocuSign logo
outgoing_mail
Send envelope using documents
DocuSign logo
schedule
Wait until envelope signed (completed)
Template
DocuSign logo
search
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

See why people love Relay.app

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Marco Elizalde
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@marcoETmx
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I discovered @relay and it is incredible

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Lucas Grey
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@ImLucasGrey
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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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Rafa
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@rafanocode
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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.

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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Duke Dao
@dummy_coder
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.@relay is just straight out awesome. Give it a try

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Benjamin Borowski👨‍🚒
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@typeoneerror
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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.

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

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Maayan
Co-Founder at Elementary

You saved me thousands of dollars in engineering work.

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Eva (Ziki) Zivanovic
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@ZikiDoesNotion
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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
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Lincoln T.
Small Business
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5 stars

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

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Zack S.
Small Business
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4.5 stars

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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