DocuSign, ready to run.
The DocuSign integration handles the signing step inside a case. Floowed sends the envelope from your template with the case details filled in, chases recipients who have not signed, and brings the completed documents and tab data back into the case.
What it does.
What Floowed reads from DocuSign
- Envelopes and their status
- Recipients and where each one is in the signing order
- Tab data entered by signers
- Completed documents and the certificate of completion
What it writes back
- A new envelope from your template, with tabs prefilled
- Reminders to recipients who have not signed
- A voided envelope when the case changes
- The completed documents, saved to the case
An envelope that sits unsigned is the most common reason a case stalls, and a DocuSign reminder alone is easy to ignore. Floowed follows up in the channel your team and the signer already use, and knows who in the routing order is holding things up. Voiding an envelope that has already been partly signed waits for a person.
How it connects.
- 1
Connect DocuSign
Using OAuth, approved by an admin. Nothing migrates and nothing is replaced.
- 2
Build your operation
Describe it in Slack, Teams or the Floowed Dashboard. Floowed builds it and asks only what it can’t work out.
- 3
Let it run
Every case runs from request to outcome, the same way each time, with the reasons on record. Anything sensitive waits for a person.
Questions
Does Floowed integrate with DocuSign?
Yes. It connects over OAuth to your DocuSign account, with consent from your admin.
What can Floowed do in DocuSign?
It sends envelopes from your templates, tracks recipients through the signing order, chases the ones holding things up, and saves the completed documents and certificate to the case.
Is my DocuSign data secure?
Floowed only gets the access it needs in DocuSign, never stores a password, and logs every read and write with the reason for it.
What does the DocuSign integration cost?
Nothing extra. Integrations are included in every plan, and you only pay for the work your operations do.
Start with DocuSign. Add the rest.
Free to try, no card, no sales call. Your first $80 of credits is on us.