Docusign + Shopify

Create and send DocuSign envelopes for new Shopify customers

When a new customer makes a purchase from your Shopify store, this workflow initiates the process to send them a DocuSign envelope using a preset template. By connecting Shopify to DocuSign, you streamline the document sending process, enhancing the customer experience while reducing your manual tasks. This seamless integration makes it simple to consistently follow up with your new customers on their purchases.

When a new customer makes a purchase from your Shopify store, this workflow initiates the process to send them a DocuSign envelope using a preset template. By connecting Shopify to DocuSign, you streamline the document sending process, enhancing the customer experience while reducing your manual tasks. This seamless integration makes it simple to consistently follow up with your new customers on their purchases.

  1. When this happens...
    ShopifyShopify
    New Customer

    Triggers when a new customer is added to your Shopify account.

    TriggerScheduled
  2. automatically do this!
    DocusignDocusign
    Send Envelope Using Template

    Sends a envelope signature request using a template.

    ActionWrite
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Supported triggers and actions

  • Shopify triggers, actions, and search

    New Blog

    Triggers when a new blog is added to your Shopify store.

    Trigger
    Scheduled
    Try It
  • Shopify triggers, actions, and search

    New Customer

    Triggers when a new customer is added to your Shopify account.

    Trigger
    Scheduled
    Try It
    • Risk Level

    Trigger
    Scheduled
    Try It
  • Shopify triggers, actions, and search

    New Cancelled Order

    Triggers whenever an order is cancelled (with line item support).

    Trigger
    Instant
    Try It
    • BlogRequired

    • Blog Entry Status

    Trigger
    Scheduled
    Try It
  • Shopify triggers, actions, and search

    Customer Account Enabled

    Triggers when a customer account is enabled.

    Trigger
    Instant
    Try It
    • Abandoned Cart Age (Hours)Required

    Trigger
    Scheduled
    Try It
  • Shopify triggers, actions, and search

    New Draft Order

    Triggers when a new draft order is created

    Trigger
    Instant
    Try It
docusign logo
docusign logo

About Docusign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
Learn more

Related categories

  • Signatures

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shopify logo
shopify logo

About Shopify

Shopify is a simple way to create an online store to list products, collect credit card payments, and ship your goods.
Learn more

Related categories

  • eCommerce