Shopify Flow + DocuSign made easy.
MESA is the easiest way to create Shopify Flow and DocuSign integrations so you can automate any work - no code required.
MESA empowers you to build any solution. Scale faster and more efficiently than ever before. When you're able to build your ideas, you're free to explore unique ways to expand your role and business. What will you make today?
When this happens in Shopify Flow…
Do this with DocuSign…
How does DocuSign work with Shopify Flow?
With Shopify Flow and DocuSign integrations, you can get more done in days, not months. Automate the work that solves your everyday problems and the challenges currently holding back your progress.
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.
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.
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.
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.
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.
Solve more business-critical tasks
MESA helps you simplify your operations into efficient workflows that run immediately when the work happens. More ideas are now possible and more challenges can be solved through the power of no-code automation solutions.
Loved by 3k+ brands using Shopify & Shopify Plus.
How to connect Shopify Flow to DocuSign
Connecting Shopify Flow to DocuSign has never been easier. With MESA, making complex integrations between Shopify Flow and DocuSign only takes a few minutes — no code required. Automate basic data entry or connect the systems that run your business. Solve more business-critical problems with MESA and accomplish more with less resources.
- First, create a new workflow in MESA.
Workflows are simply the steps of an automation that runs automatically.
- Next, pick one of the apps as a trigger step - this will start your workflow.
This is what kicks off your automation to run automatically.
- Then, choose an action step from another app for unique customization.
This is where the magic happens. 🪄
- Lastly, personalize the data being sent from one app to another.
Use the various fields within each step to personalize your workflow. Test your automation to ensure everything is running properly.
- Finished!
Just turn on this Shopify Flow to DocuSign workflow and MESA will start doing this work for you. Look at you embracing the automation lifestyle!
Build your own Shopify Flow DocuSign workflows using these steps
Quickly make any workflow between two or more apps.
These are triggers. They're what start your workflow to run automatically. Use any of these trigger steps to start your workflow when…
- Respond to Flow Action
- Starts when Shopify Flow responds to an action
- Shopify Flow Sent Product
- MESA received a product from Shopify Flow.
- Shopify Flow Sent Order
- MESA received an order from Shopify Flow.
- Shopify Flow Sent Customer
- MESA received a customer from Shopify Flow.
- Envelope Created
- Starts when a new envelope is created.
- Envelope Sent
- Starts when an email notification, with a link to the envelope, is sent to at least one recipient or when it is a recipient's turn to sign during embedded signing.
- Envelope Resent
- Starts when an envelope is resent.
- Envelope Delivered
- Starts when all recipients have opened the envelope through the DocuSign signing website.
- Envelope Completed
- Starts when an envelope has been completed by all recipients.
- Envelope Declined
- Starts when an envelope has been declined by one of the recipients.
- Envelope Deleted
- Starts when an already-sent envelope is deleted.
- Envelope Voided
- Starts when an envelope has been voided by the sender or has expired.
- Envelope Corrected
- Starts when an envelope is corrected.
- Envelope Discarded
- Starts when an envelope in a created or draft state is deleted.
- Envelope Purged
- Starts when an envelope is queued to be purged.
- Recipient Authentication Failed
- Starts when a recipient fails an authentication check. In cases where a recipient has multiple attempts to pass a check, it means that the recipient failed all the attempts.
- Recipient Auto Responded
- Starts when DocuSign gets notification that an email delivery has failed. The delivery failure could be for a number of reasons, such as a bad email address or that the recipient’s email system auto-responds to the email from DocuSign.
- Recipient Declined
- Starts when a recipient declines to sign the document(s) in the envelope.
- Recipient Delivered
- Starts when a recipient has viewed the document(s) in an envelope through the DocuSign signing web site. This does not signify an email delivery of an envelope
- Recipient Completed
- Starts when the recipient has completed their actions for the envelope, typically (but not always) by signing.
- Recipient Sent
- Starts when an email notification is sent to the recipient signifying that it is their turn to sign an envelope.
- Recipient Reassigned
- Starts when an envelope is reassigned by a recipient.
- Recipient Resent
- Starts when a recipient selects finish within the web application on an envelope.
- Recipient Finish Later
- Starts when a recipient selects finish on an envelope.
- Recipient Delegate
- Starts when a delegated signer is sent an envelope and after a Delegation rule is in place.
- Template Created
- Starts when a template is created.
- Template Modified
- Starts when a template is modified.
- Template Deleted
- Starts when a template is deleted.
- Click Agreed
- Starts when a recipient accepts an Elastic template.
- Click Declined
- Starts when a recipient declines an Elastic template.
These are actions. Workflows can multiple actions to make personalized integrations. Use any of these action steps to make your workflow do…
- Search for Specific Sets of Envelopes in Account
- Search for envelopes in your accounts.
- Retrieve Envelope Status
- Grab all details about the overall status for a specific envelope.
- Send, Modify a Draft Envelope, Void In-Process Envelope, or Purge Documents/Envelope Metadata
- Modify an envelope.
- Get List of Envelope's Attachments
- Obtain a list of attachments for an envelope.
- Adds Multiple Attachments To Draft or In-Process Envelope
- Appends multiple attachments to a draft or in-process envelope.
- Deletes Attachment from Draft Envelope
- Remove attachment from a draft envelope.
- Retrieves Attachment from Envelope
- Grab all details about an attachment from an envelope.
- Adds Attachment To Draft or In-Process Envelope
- Appends an attachment to draft or in-process envelope.
- Gets List of Envelope Audit Events for Envelope
- Obtain a list of envelope audit events for a specific envelope.
- Retrieve PDF Transcript of All Comments in Envelope
- Grab a PDF file of all comments added to an envelope's documents.
- Retrieve Custom Field Information for the Specified Envelope
- Grab all details about a custom field information for an envelope.
- Update Envelope Custom Fields in Envelope
- Modify envelope custom fields names for draft and in-process envelopes.
- Create Envelope Custom Fields for Envelope
- Create an envelope custom field for draft or in-process envelopes.
- Delete Envelope Custom Fields for Draft or In-Process Envelope
- Remove custom fields from drafts or in-process envelopes.
- Gets List of Documents in Envelope
- Obtain a list of envelope documents.
- Retrieve Document from Envelope
- Grab all details about a single document from an envelope.
- Add Or Replace Document in Envelope
- Appends or replaces a document in an envelope that's being processed or drafted.
- Retrieve Custom Document Fields from Envelope Document
- Grab all details about document field information for an envelope document.
- Update Custom Document Fields in Envelope Document
- Modify custom document fields in an envelope document.
- Create Custom Document Fields in Envelope Document
- Create custom document fields for envelope document.
- Delete Custom Document Fields from Envelope Document
- Remove custom fields from an envelope document.
- Get List of HTML Definitions Used to Generate Dynamically Sized Responsive Documents
- Obtain a list of definitions used to generate a responsive document, which may be empty if the document ID is invalid.
- Get List of Document Page Images Based on Input
- Obtain a list of document pages' images based on input.
- Delete Page from Document in Envelope
- Remove a page from a document in an envelope according to its page number.
- Retrieve Page Image from Envelope for Display
- Grab all details about an image of document page for display.
- Rotate Page Image from Envelope for Display
- Rotate a page image to display left or right.
- Create Preview of Responsive Version of Document
- Generate a preview of a document's responsive HTML version.
- Get List of Templates Associated With Document in Envelope
- Obtain a list of associated templates of specified envelope's document.
- Add Templates To Document in Envelope
- Append templates to an envelope's document.
- Delete Template from Document in Envelope
- Remove a template from an envelope's document.
- Retrieves a PDF document from the envelope with no CoC.
- DARRYL
- Get List of Email Setting Overrides for Envelope
- Obtain a list of email override settings for an envelope.
- Update Email Setting Overrides for Envelope
- Modify the email override settings for a specific envelope.
- Add Email Setting Overrides To Envelope
- Add email settings to change who an email is sent to, and use BCC for email archiving.
- Delete Email Setting Overrides for Envelope
- Remove all email override settings for an envelope.
- Get List of Envelope Tab Data for Envelope
- Download envelope and tab data from sent or shared envelopes.
- Get List of Original HTML Definitions used to generate Responsive HTML for Envelope
- Obtain a list of original HTML definitions used to generate responsive HTML for an envelope.
- Retrieve Envelope Lock Information
- Grab all details about a locked envelope if the requesting user is the one who locked it.
- Update Envelope Lock
- Modify lock information for a locked envelope.
- Lock Envelope
- Lock an envelope to prevent changes.
- Delete Envelope Lock
- Remove the lock from an envelope while optionally saving or discarding changes made while the lock was active.
- Retrieve Envelope Notification Information
- Grab all details about an existing envelope's notification, reminders, and expirations.
- Set Envelope Notifications for Envelope
- Set notifications for an existing envelope with reminders and expirations either using request or account default settings.
- Retrieve Status of Recipients for Envelope
- Grab all details about the status and tab values of all recipients in an envelope, and identify the current recipient in the routing list.
- Delete Recipient from Envelope
- Remove recipient from a draft or sent envelope.
- Retrieve Default Electronic Record & Signature Disclosure for Envelope
- Grab all details about the default electronic record and signature disclosure for a specified envelope.
- Retrieve Electronic Record & Signature Disclosure for Envelope Recipient
- Grab all details about the recipient-specific electronic record and signature disclosure (ERSD) in HTML format, with the option to specify language.
- Retrieve Document Visibility for Recipient
- Grab all details about a recipient's document visibility information.
- Update Document Visibility for Recipient
- Modify a document's visibility for a recipient.
- Create Resource Token for Sender To Request ID Evidence Data
- Create a token for a sender to provide identification data for a recipient.
- Retrieve Initials Image for User
- Grab the image of the user's initials.
- Set Initials Image for Accountless Signer
- Update initials image for accountless signer by uploading a gif, png, jpeg or bmp file under 200K in size. The credentials must match the sender and the signer's account must have certain properties set to true.
- Retrieve Signature Information for Signer or Sign-in-Person Recipient
- Grab signer's or sign-in person recipient's signature information.
- Retrieve Signature Image Information for Signer/Sign-in-Person Recipient
- Grab user signature image in the same format as uploaded.
- Set Signature Image for Accountless Signer
- Modify signature image for accountless signer with supported image format and size, requires sender credentials and account settings.
- Create Link to Page for Manually Reviewing Ids
- Create an URL for a manual recipient ID review page.
- Update Document Visibility for Recipients
- Modify document visibility for recipients.
- Create Preview of Responsive Versions of all Documents in Envelope
- Generate a preview of responsive HTML versions of all documents in an envelope before sending.
- Get List of Templates Used in Envelope
- Obtain a list of names and IDs of server-side templates used in an envelope.
- Add Templates To Envelope
- Append templates to an envelope.
- Retrieve URL to Envelope Correction UI
- Grab the URL for embedding the envelope correction view of DocuSign's UI.
- Revoke Correction View URL To Envelope UI
- Revoke the envelope UI correction view URL.
- Create Envelope Recipient Preview
- Generate a preview URL for a draft envelope or template to enable the sender to see what the recipients will experience.
- Get List of Workflow Definitions for Envelope
- Obtain a list of workflow definitions for a specified envelope.
- Update Workflow Definition for Envelope
- Modify the workflow for a specific envelope, including scheduled sending and delayed routing.
- Delete Workflow Definition for Envelope
- Remove workflow definition of a specified envelope and cancel scheduled email if any.
- Get List of Scheduled Sending Rules for Envelope's Workflow Definition
- Obtain a list of scheduled sending rules based on template and workflow step.
- Update Scheduled Sending Rules for Envelope's Workflow
- Modify scheduled sending rules for an envelope's workflow.
- Delete Scheduled Sending Rules for Envelope's Workflow
- Remove scheduled sending rules for an envelope's workflow before the countdown begins.
- Add New Step To Envelope's Workflow
- Add a new step to a workflow for an envelope.
- Retrieve Specified Workflow Step for Template
- Grab all details of a specific workflow step for a specified envelope.
- Update Workflow Step for Envelope
- Modify a specific workflow step for an envelope.
- Delete Workflow Step from Envelope's Workflow Definition
- Remove a workflow step from an envelope.
- Retrieve Delayed Routing Rules for Envelope's Workflow Step Definition
- Grab all details about the delayed routing rules for a workflow step.
- Update Delayed Routing Rules for Envelope's Workflow Step Definition
- Modify a workflow step definition's delayed routing rules for an envelope.
- Delete Delayed Routing Rules for Envelope Workflow Step
- Remove a delayed routing rule for an envelope's workflow step, but first make sure the delay is not in progress.
- Retrieve Envelope Statuses for Envelopes
- Grab all envelope statuses for a set of envelopes.
- Get List of Envelope Transfer Rules
- Obtain a list of envelope transfer rules for the associated account (restricted to Administrators and with Transfer Custody feature enabled).
- Change Status of Multiple Envelope Transfer Rules
- Change the status of one or more envelope transfer rules to enable/disable them.
- Create Envelope Transfer Rule
- Create an envelope transfer rule.
- Change Status of Envelope Transfer Rule
- Change the status of an envelope transfer rule between enabled and disabled.
- Delete Envelope Transfer Rule
- Remove an envelope transfer rule if you're an Administrator with the enabled Transfer Custody feature.
- Creates an envelope
- Creates and sends an envelope or creates a draft envelope.
- Get List of Sender Fields found in the Envelope’s Documents
- Obtain a list of sender fields found in the envelope’s documents.
- Update an Envelope’s Documents by populating its Sender Fields
- Modify an envelope's documents by populating its sender fields.
- Updates the Recipients for an Envelope
- Modify the recipients for an envelope.
- Trigger a Flow Workflow
- Send an event action to a workflow in Shopify Flow
- Send Custom Data
- Send an event action to a workflow in Shopify Flow
- Send Customer
- Send a customer to Shopify Flow.
- Send Order
- Send an order to Shopify Flow.
- Send Product
- Send a product to Shopify Flow.
One-day Workflow Wizards
Not interested in learning another app? We get it. Alternatively, turn to a fast, efficient team who is all about getting your perfect workflow up and running in a flash. That's us by the way. In case that wasn't clear.
- Tell us about your workflow. Reach out and explain all the nuances to the challenges you're currently facing. Whether it's repetitive tasks, keeping business systems in sync or creating new shopping experiences for your customers, our experts will listen
- We'll make it in 1 business day. Our experts will hand-craft the workflows to meet your exact needs. They'll set up each the automation on your store with each step configured to match your requirements so all you have to do is turn it on.
- Boom! Problem solved. Sit back and relax knowing you have MESA reliably handling this work automatically. Start exploring more ways to streamline your efforts and enjoy the automation lifestyle! 🚀
More on Shopify Flow to DocuSign integrations
Be sure to check out our Shopify automation blog. We cover popular topics to help you better manage your work on Shopify through definitive guides, step-by-step tutorials, merchant success stories and more.
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