SurveyMethods
Docusign

Surveymonkey and Docusign Integration

Seamlessly combine SurveyMethods' powerful survey capabilities with DocuSign's trusted eSignature solutions to streamline data collection and contract management.

Explore Triggers and Actions

New Response
Trigger new event for each response.
New Survey Created
Trigger new event on a survey is created.
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 Surveymonkey and Docusign?

The SurveyMethods and DocuSign integration empowers businesses to effortlessly collect survey responses and securely manage agreements in one unified workflow. Automate sending DocuSign envelopes based on survey results, track signature statuses in real-time, and enhance compliance with digital documentation. This integration saves time, reduces errors, and improves customer engagement by bridging feedback collection with contract execution.

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

Frequently asked questions

How does the SurveyMethods and DocuSign integration work?

Once a survey is completed in SurveyMethods, you can automatically trigger DocuSign to send documents for signature based on predefined conditions. This enables a smooth transition from data collection to contract signing without manual intervention.

Can I customize which survey responses trigger DocuSign envelopes?

Yes, you can set specific rules and conditions within SurveyMethods to determine when and to whom DocuSign documents are sent, ensuring only relevant responses initiate the signing process.

Is the integration secure and compliant with data privacy standards?

Absolutely. Both SurveyMethods and DocuSign adhere to industry-leading security protocols and compliance standards such as GDPR and eIDAS, ensuring your data and signatures are protected.

Do I need technical expertise to set up the integration?

No technical expertise is required. The integration features an intuitive setup process with step-by-step guidance, allowing users to connect SurveyMethods and DocuSign quickly and easily.

Can I track the status of DocuSign envelopes within SurveyMethods?

Yes, the integration provides real-time tracking of DocuSign envelope statuses directly within your SurveyMethods dashboard, so you can monitor progress without switching platforms.

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