HubSpot + DocuSign integrations: unlimited possibilities

HubSpot logoHubSpot > DocuSign
Trigger
Last triggered
HubSpot logoMessage received
DocuSign logoSend envelope from template
Overview
Connect HubSpot to DocuSign in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between HubSpot, DocuSign, and many other popular SaaS applications.
Check below for example workflows using HubSpot and DocuSign, 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.

Screenshots of HubSpot and DocuSign integrations in Relay.app

Trigger a new workflow when a new submission is received in Hubspot.
Trigger a new workflow when a new submission is received in Hubspot.
Preview of Trigger a new workflow when a new submission is received in Hubspot.
Preview of Easily configure which new form submissions should kick off the workflow.
Preview of Use Relay.app's HubSpot integrations to trigger actions across your apps
Preview of Use any of these HubSpot actions in your Relay.app workflows.
Preview of 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.

Example HubSpot + DocuSign workflows

HubSpot iconarrow_forwardDocuSign icon

Automatically send envelope from template in DocuSign for each message received in HubSpot

DocuSign iconarrow_forwardHubSpot icon

Create form response automatically in HubSpot for each envelope added in DocuSign

HubSpot iconarrow_forwardDocuSign icon

Export envelope as PDF automatically in DocuSign for each form submission received in HubSpot

HubSpot iconarrow_forwardDocuSign icon

Wait until envelope signed (completed) automatically in DocuSign for each record added in HubSpot

HubSpot Triggers
CRM Object
HubSpot logo
add
New record added
HubSpot logo
edit
Record changed
HubSpot logo
target
Record first meets conditions
Form submission
HubSpot logo
mark_email_unread
Form submission received
List
HubSpot logo
add
Record added to list
HubSpot logo
edit
Record in list field changed
HubSpot logo
target
Record in list meets conditions
Message
HubSpot logo
mark_email_unread
Message received
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)
DocuSign Triggers
Envelope
DocuSign logo
edit
Envelope changed
DocuSign logo
target
Envelope first meets conditions
DocuSign logo
add
New envelope added
HubSpot Actions
Deal
HubSpot logo
schedule
Wait until deal stage changed
Form
HubSpot logo
description
Create form response
Message
HubSpot logo
reply
Reply to message
Object
HubSpot logo
playlist_add
Add record to list
HubSpot logo
add
Create or update record
HubSpot logo
add
Create record
HubSpot logo
search
Find record(s)
HubSpot logo
playlist_remove
Remove record from list
HubSpot logo
edit
Update record

Create your own HubSpot + DocuSign integration

Select a trigger in HubSpot
Select an action in DocuSign
Create your workflow

Or automate DocuSign + HubSpot

Select a trigger in DocuSign
Select an action in HubSpot
Create your workflow

FAQ

  • What is Relay.app?

    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 HubSpot to DocuSign with Relay.app?

    1. Create a free Relay.app account
    2. Set a trigger in HubSpot or DocuSign to kick off new workflow runs
    3. Add one or more actions to run in your workflow
    4. Authorize HubSpot and DocuSign 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 Make.com alternative for connecting HubSpot to DocuSign?

    Yes. Make is a powerful automation platform with a visual scenario editor. But if you’re looking for a way to connect HubSpot to DocuSign that combines ease of use with the ability to integrate AI and human decision making seamlessly into your workflow, along with exceptional support, Relay.app is the go-to automation tool for your business.

    For more info check out our article comparing Relay.app to Make or our comparison of Make alternatives.

    Of course we're biased, but we believe Relay.app is the best way to connect and automate HubSpot and DocuSign—give it a try and let us know what you think.

See why people love Relay.app

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Salama💯
@SalamaErgossum
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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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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.

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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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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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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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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

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

What will you automate?

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