Docusign
OpenPhone

Docusign and Openphone Integration

Seamlessly sign and manage documents while staying connected with your team and clients using the powerful integration between DocuSign and OpenPhone.

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
List Phone Numbers
Retrieve the list of phone numbers and users associated with your OpenPhone workspace.
Create Contact
Create a new contact in OpenPhone.
Send a Text Message
Send a text message from your OpenPhone number to a recipient.
Update Contact
Update an existing contact on OpenPhone.

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.

Popular App Usecases

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What can Ayudo do with Docusign and Openphone?

The DocuSign and OpenPhone integration streamlines your workflow by combining secure, legally binding eSignatures with a modern business phone system. Instantly send, receive, and track signed documents directly through your OpenPhone conversations, ensuring faster deal closures and improved communication without switching apps.

Connect
Docusign
and
OpenPhone
to streamline your company's workflows, automate tasks, and boost productivity.

Frequently asked questions

How does the DocuSign and OpenPhone integration work?

This integration allows you to send DocuSign documents directly from your OpenPhone app. You can initiate signing requests, receive notifications, and track document status all within your OpenPhone conversations, making contract management effortless.

Do I need separate accounts for DocuSign and OpenPhone to use the integration?

Yes, you need active accounts on both DocuSign and OpenPhone. Once connected, the integration syncs your workflows, allowing seamless document signing and communication.

Can I track the status of my DocuSign documents within OpenPhone?

Absolutely. The integration provides real-time updates on document status such as sent, viewed, signed, or completed directly within your OpenPhone interface.

Is the integration secure and compliant with legal standards?

Yes, DocuSign is a trusted leader in eSignature security and compliance, and OpenPhone ensures your communications are encrypted. Together, they maintain the highest standards for data protection and legal validity.

How do I set up the DocuSign and OpenPhone integration?

Simply connect your DocuSign account within the OpenPhone app settings. Follow the guided prompts to authorize access, and you’ll be ready to send and manage signed documents directly from your phone system.

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