OpenPhone
Docusign

Openphone and Docusign Integration

Seamlessly connect OpenPhone with DocuSign to streamline your communication and contract workflows in one unified platform.

Explore Triggers and Actions

New Call Recording Completed (Instant)
Trigger new event when a call recording has finished.
New Incoming Call Completed (Instant)
Trigger new event when an incoming call is completed, including calls not picked up or voicemails left.
New Message Received (Instant)
Trigger new event when a new message is received
New Outgoing Call Completed (Instant)
Trigger new event when an outgoing call has ended.
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 Openphone and Docusign?

The OpenPhone and DocuSign integration empowers your team to initiate, send, and manage legally binding documents directly through your business phone system. Automate contract delivery, receive real-time notifications via SMS or calls, and close deals faster without switching between apps. Enhance productivity by combining OpenPhone’s smart communication tools with DocuSign’s trusted eSignature capabilities.

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

Frequently asked questions

How does the OpenPhone and DocuSign integration work?

Once connected, you can send DocuSign documents directly from your OpenPhone interface. Recipients receive notifications via text or call, enabling quick access and signature completion without leaving your communication platform.

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

Yes, the integration provides real-time updates on document status such as sent, viewed, signed, or declined, all accessible within your OpenPhone dashboard for easy tracking.

Is this integration secure and compliant with legal standards?

Absolutely. DocuSign is a globally recognized eSignature provider compliant with major regulations like ESIGN and UETA. Combined with OpenPhone’s secure communication channels, your documents and data remain protected.

Do I need technical skills to set up the integration?

No technical expertise is required. The integration setup is straightforward with step-by-step guidance available in both OpenPhone and DocuSign platforms.

Can I customize notifications for document signing reminders?

Yes, you can tailor notification preferences within OpenPhone to receive reminders and alerts via SMS or calls, ensuring you never miss an important signature.

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