Connect Approval and DocuSign to automate your work
MESA's Approval to DocuSign integration is the fastest way to sync data between the two — without touching a line of code. Choose which fields to send, how they're formatted, and when the sync happens. Start with a pre-built template, customize it with AI, or build something completely unique in under 10 minutes.
★★★★★ 4.9 rating on Shopify App Store
Why integrate Approval with DocuSign
The Approval to DocuSign integration helps you sync data, automate manual tasks, and keep your stack aligned — without writing code.
Review AI-generated content before it goes live
When AI writes a product description or generates copy, Approval holds the workflow until a team member confirms it. Content only publishes after a human has seen it — no unreviewed text reaches your storefront.
Gate large orders before they process
When an order exceeds a dollar threshold or contains unusual items, MESA pauses and notifies your team. A manager approves before fulfillment begins — no surprises after the fact.
Require sign-off before issuing refunds or discounts
MESA flags refund requests or discount applications and holds them for approval. Your team reviews the context before anything is issued, keeping margins and exceptions under control.
Trigger Shopify workflows when a contract is signed in DocuSign
When a DocuSign envelope is completed — a wholesale agreement, a B2B contract, a vendor terms acceptance — MESA kicks off the corresponding action in Shopify. Your store operations start the moment a signature is in place without anyone manually bridging the two systems.
Create and send DocuSign envelopes from Shopify order events
When a qualifying order comes in — a wholesale account, a high-value B2B purchase, a custom agreement — MESA generates the right DocuSign envelope and routes it to the customer or vendor for signature. Your contract process starts automatically from the moment an order is placed.
Keep Shopify customer records current when DocuSign status changes
When a DocuSign envelope is sent, viewed, signed, or declined, MESA updates the corresponding Shopify customer record with the current status. Your team always knows where each agreement stands without checking DocuSign separately.
Build any Approval and DocuSign automation
MESA helps you connect apps to automate repetitive tasks. A trigger is an event that starts a workflow, and actions are the steps that occur when it's running.
Expert support included
MESA includes hands-on support from automation experts who know how to get things done.
Free workflow setup
We'll build your first workflow with you live. Most merchants walk away with automation saving 5+ hours/week.
Fast response times
Average first response: Same day. Critical issues: Immediate escalation. Complex builds: 24-48 hours.
Managed services available
Personalized workflow reviews, and quarterly check-ins to identify new opportunities as your business grows.
Real humans, always
Chat with real automation experts (not bots). Email support 9am-5pm PST. Google Meet sessions for complex workflows.
Learn how to automate Approval
Integrate Approval with DocuSign today.
Enjoy a 7-day free trial. Get your first workflow in minutes.
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