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DocuSign + Wave Integrations

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

DocuSign + Wave 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 Wave actions in your Relay.app workflows.

Preview of Trigger actions in your other apps from customers or invoices created in Wave

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 Wave actions in your Relay.app workflows.

Trigger actions in your other apps from customers or invoices created in Wave

Overview

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

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

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Automatically create customer in Wave for each envelope added in DocuSign

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Send envelope from template automatically in DocuSign for each customer created in Wave

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Export envelope as PDF automatically in DocuSign for each invoice created in Wave

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Create invoice automatically in Wave for each envelope added in DocuSign

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Send invoice automatically in Wave for each envelope added in DocuSign

Try it

DocuSign Triggers

Envelope

edit

Envelope changed

target

Envelope first meets conditions

add

New envelope added

Wave Actions

Customer

add_business

Create customer

Find customer(s)

Invoice

add

Append line items

approval

Approve invoice

add

Create invoice

Find invoice(s)

send

Send invoice

Invoice line item

add

Create invoice line item

Product

Find product(s)

Wave Triggers

Customer

add_business

Customer created

Invoice

receipt_long

Invoice created

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 + Wave integration

Select a trigger in DocuSign

Select an action in Wave

Create your workflow

Or automate Wave + DocuSign

Select a trigger in Wave

Select an action in DocuSign

Create your workflow

Connect DocuSign to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

Or connect Wave to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

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