DocuSign automations

7-day trial
Free templates
Setup included

MESA is the fastest way to connect DocuSign to everything you use — without writing code or hiring developers. Build workflows instantly by describing what you need, or choose from 300+ pre-made templates that solve common tasks. Multiply your impact without multiplying the work.

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Ready to integrate DocuSign? Try MESA free for 7 days.

Our support team will help you set up your first workflow for free.

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Start from customizable templates

MESA includes pre-made DocuSign workflow templates to get you started quickly.

Or, build your own DocuSign workflow

Making workflows is easy. Triggers start a workflow then, actions occur when it's running. Read more DocuSign docs in our knowledge base.

Popular use cases for automating DocuSign

Connecting DocuSign into workflows helps you get more done in less time.

workflow use case
Secure Contracts for Wholesale Orders

If you manage B2B sales through your Shopify store, integrating with DocuSign can facilitate seamless and legally-binding contract signing. You can send, track, and manage all agreements digitally, speeding up the sales process and enhancing your clients' trust.

workflow use case
Employment Agreements

Planning to hire for your online store? With DocuSign, you can automate the signing of employment contracts. As soon as you hire someone, the relevant documents can be sent for signature directly from your Shopify dashboard, ensuring a smooth onboarding process.

workflow use case
Supplier Agreements

Manage and sign all your supplier agreements digitally. As you add new products to your Shopify store or negotiate terms with suppliers, having an integrated system with DocuSign allows for fast and secure handling of these essential documents.

workflow use case
Customer Agreements

For specialized products or services that require specific customer agreements, you can set up automated workflows that send the necessary documents to customers for digital signing after purchase. This provides a professional touch and ensures legal compliance.

workflow use case
Record Keeping & Compliance

By having all your signed documents integrated into your Shopify system, you have a unified and secure place to manage all legal records. This not only makes it easier to find and access documents when needed but also aids in compliance with legal and regulatory requirements.

workflow setup
Need help?
Get help building any workflow.

Talk to experts that will help you personalize any template or build a custom workflow.

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Automate your work in less clicks

MESA makes automation achievable so you can multiply your impact without multiplying the work.

Try MESA for free 7-day trial included. Cancel anytime.
Not just software—partnership

Expert support included

MESA includes hands-on support from automation experts who know how to get things done.

Free workflow setup

Free workflow setup

Book a session and we'll build your first workflow with you—live. Most merchants walk away with automation saving 5+ hours/week.

Fast response times

Fast response times

Average first response: Same day, Critical issues: Immediate escalation
Complex builds: 24-48 hours

Ongoing optimization

Managed services available

Personalized workflow reviews, and quarterly check-ins to identify new automation opportunities as your business grows.

Real humans, always

Real humans, always

Live chat with real automation experts (not bots). Email support monitored 9am-5pm PST. Google Meet sessions for complex workflows.