DocuSign and Microsoft Entra ID Integration

Explore Triggers and Actions

New Folder

Trigger new event when a new folder is created

New Change in Envelope Status

Trigger new event when an envelope's status is updated

Add Member To Group

Adds a member to a group Microsoft Entra ID.

Remove Member From Group

Removes a member from a group Microsoft Entra ID.

Search Groups

Searches for groups by name or description.

Update User

Updates an existing user in Microsoft Entra ID.

How it works

Add your support channel as a trigger

Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.

Connect your apps

Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.

Connect it to your tools

Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

What can Ayudo do with Docusign and Microsoft Entra Id?

The integration between DocuSign and Microsoft Entra ID empowers organizations to leverage robust identity and access management alongside industry-leading eSignature capabilities. By combining DocuSign's trusted electronic signature platform with Microsoft Entra ID's secure authentication and user management, businesses can ensure secure, compliant, and efficient document signing processes. This integration simplifies user access, enforces conditional access policies, and enhances auditability across your digital transactions.

Frequently asked questions

What benefits does the DocuSign and Microsoft Entra ID integration provide?

This integration offers enhanced security through centralized identity management, streamlined user access with single sign-on (SSO), improved compliance with conditional access policies, and simplified user provisioning and deprovisioning for DocuSign accounts.

How does Microsoft Entra ID improve the security of DocuSign workflows?

Microsoft Entra ID enables multi-factor authentication, conditional access, and risk-based sign-in policies, ensuring that only authorized users can access DocuSign. This reduces the risk of unauthorized document access and enhances overall compliance and governance.

Can I manage DocuSign users directly from Microsoft Entra ID?

Yes, with this integration, administrators can automate user provisioning and deprovisioning for DocuSign through Microsoft Entra ID, simplifying user lifecycle management and ensuring that access is granted or revoked promptly based on organizational policies.

Is single sign-on (SSO) supported between DocuSign and Microsoft Entra ID?

Absolutely. The integration supports SSO, allowing users to access DocuSign using their Microsoft Entra ID credentials, which improves user experience and reduces password fatigue.

What are the steps to set up the DocuSign and Microsoft Entra ID integration?

To set up the integration, administrators need to configure DocuSign as an enterprise application within the Microsoft Entra ID portal, enable SSO, set up user provisioning, and apply any necessary conditional access policies to secure the environment.

Explore Triggers and Actions

How it works

Popular App Usecases

What can Ayudo do with Docusign and Microsoft Entra Id?

Frequently asked questions

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