GoFormz
Docusign

Gong and Docusign Integration

Seamlessly connect GoFormz with DocuSign to automate your form signing process and accelerate approvals.

Explore Triggers and Actions

New Form Completed
Trigger new event when a new form is completed in GoFormz
Create Draft
Create and send an envelope, or create a draft envelope.
Create Signature Request
Creates a signature request from a template
Download Documents
Download the documents of an envelope to the /tmp directory.

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.

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What can Ayudo do with Gong and Docusign?

The GoFormz and DocuSign integration empowers users to instantly send completed digital forms for electronic signatures without leaving the GoFormz platform. This streamlined workflow eliminates manual steps, reduces errors, and speeds up document turnaround times. Whether you’re managing contracts, work orders, or compliance forms, this integration ensures your documents are signed securely and stored efficiently.

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

Frequently asked questions

How does the GoFormz and DocuSign integration work?

Once you complete a form in GoFormz, you can send it directly to DocuSign for electronic signature with just a few clicks. The signed document is then automatically saved back into your GoFormz account for easy access and record-keeping.

Do I need separate accounts for GoFormz and DocuSign?

Yes, you need active accounts on both platforms. The integration connects your GoFormz account to your DocuSign account securely to enable seamless document signing workflows.

Can I customize which forms are sent to DocuSign?

Absolutely. You can configure the integration to send specific form templates or completed forms based on your business rules, ensuring only relevant documents are routed for signature.

Is the integration secure and compliant with e-signature regulations?

Yes. DocuSign is compliant with major e-signature laws including ESIGN and UETA, and the integration maintains secure data transmission between GoFormz and DocuSign to protect your sensitive information.

How can this integration improve my business processes?

By automating the signature process, you reduce manual paperwork, speed up approvals, minimize errors, and enhance overall operational efficiency, allowing your team to focus on higher-value tasks.

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