Jotform
Docusign

Jotform and Docusign Integration

Seamlessly connect JotForm with DocuSign to automate your document signing workflows and boost productivity.

Explore Triggers and Actions

New Submission (Instant)
Trigger new event when a form is submitted
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.

Popular App Usecases

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What can Ayudo do with Jotform and Docusign?

The JotForm and DocuSign integration allows you to effortlessly collect information through JotForm forms and send documents for electronic signatures via DocuSign. This powerful connection streamlines your approval processes, reduces manual work, and ensures legally binding signatures—all within a few clicks. Whether you're managing contracts, agreements, or consent forms, this integration helps you close deals faster and keep your workflows organized.

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

Frequently asked questions

How do I connect JotForm with DocuSign?

To connect JotForm with DocuSign, simply go to your JotForm account, select the form you want to integrate, navigate to the Integrations section, and choose DocuSign. Follow the prompts to authenticate your DocuSign account and configure your signature workflow.

Can I customize the documents sent for signature?

Yes, you can customize the documents by uploading your own templates in DocuSign or by mapping form fields from JotForm to specific signature and data fields within DocuSign, ensuring the documents are tailored to your needs.

Is the integration secure and compliant?

Absolutely. Both JotForm and DocuSign adhere to industry-leading security standards, including encryption and compliance with e-signature laws like ESIGN and eIDAS, ensuring your data and signatures are safe and legally valid.

Can I track the status of documents sent via DocuSign through JotForm?

Yes, once integrated, you can monitor the status of your documents directly from your JotForm dashboard, including whether documents have been viewed, signed, or completed.

Do I need a DocuSign account to use this integration?

Yes, a valid DocuSign account is required to send documents for signature. However, you can create and customize your forms in JotForm without a DocuSign account.

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