Integrate Docusign with Gravity Forms to automate your work

To set up a trigger with Gravity Forms and Docusign, start by creating a new form in Gravity Forms. Once your form is ready, integrate it with your Docusign account through our platform by defining the actions that should happen when a form is submitted. This usually involves mapping the fields from Gravity Forms to the appropriate fields in Docusign documents.

Common actions include sending completed forms for signature through Docusign, automatically generating documents with data from submitted forms, or updating records based on signature status updates. These automated processes can help streamline workflow by reducing manual transition work between form completion and document processing stages.

Yes, during the setup process, you can map each field from your Gravity Form to specific fields within a document template in Docusign. This mapping is flexible, allowing you to ensure that all necessary data correctly transfers from form submissions to your documents for signing.

Absolutely, after setting up your integration, you can configure triggers that will send notifications anytime a document's signing status changes. This can include sending an email or updating a record in your CRM once the document has been signed via Docusign.

No coding knowledge is required. Our platform facilitates this integration through an intuitive interface where you define which triggers and actions you'd like to automate. The setup process typically involves simple form selections rather than complex programming tasks.

If there’s an error during the signing process, we allow for automated workflows that can be configured to notify relevant parties or automatically attempt redelivering the signing request. You’ll also have access to logs and error tracking features within our platform for troubleshooting purposes.

Yes, you can define workflows that require multiple signatures or approvals before completing a transaction. Our system supports routing agreements sequentially or simultaneously based on how you've set up your workflow triggers within both platforms.