How it works

Follow these 4 simple steps to start sending DocuSign requests when new orders come in

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Order Created
App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This trigger monitors your Shopify store and detects every new order, capturing all the customer and order details needed for the DocuSign envelope.

When a customer completes a purchase in your Shopify store, this trigger automatically captures their order information including email address, customer name, and order details. The trigger runs continuously in the background and passes this order data to the next step in the workflow. No configuration is needed - it connects directly to your Shopify store and starts monitoring immediately after activation.

Create a Docusign Envelope
App connector: DocuSign • Time to complete: 2 minutes
Why this matters: This step sets up the DocuSign envelope structure using your pre-built template and prepares it to receive the customer's signature.

You'll need to configure several key fields to create the envelope properly. First, enter your DocuSign data center location (like "na3" for North America 3) and your DocuSign account ID, which you can find in your DocuSign settings. Most importantly, you'll need to specify your DocuSign template ID - go to your Templates page in DocuSign, click on the template you want to use, open the template details, and copy the template ID from there. You'll also set a return URL where customers get redirected after signing, and choose an authentication method (Email is the default).

Update the Recipients for an Envelope
App connector: DocuSign • Time to complete: 1 minute
Why this matters: This step populates the envelope with the actual customer information from the Shopify order, ensuring the right person receives the document to sign.

The workflow automatically fills in the customer's email address and full name from the Shopify order data into the DocuSign envelope. You only need to configure the recipient ID, which is typically "1" for the first signer in your template. This recipient ID links the customer to specific signature fields or tabs in your DocuSign template, so make sure it matches the recipient ID you used when creating your template.

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Send Docusign Envelope to Recipient
App connector: DocuSign • Time to complete: 0 minutes (Auto-configured)
Why this matters: This final step actually sends the completed envelope to your customer, triggering the email notification with the document ready for their signature.

This step automatically changes the envelope status from "created" to "sent," which tells DocuSign to deliver the envelope to your customer via email. The customer will receive an email with a link to view and sign the document, then get redirected to your specified return URL after completing the signature. No configuration is needed for this step - it uses the envelope ID from the previous step and automatically sends it.

Make it your own

Customize this workflow even further:

Schedule envelope reminders
Set up automatic reminder emails to customers who haven't signed their documents after a certain number of days, ensuring contracts get completed without manual follow-up.
Create order tags based on signature status
Tag Shopify orders with "Document Signed" or "Awaiting Signature" to help your team track which orders have completed their paperwork requirements.
Store signature data in custom tables
Save signing completion dates, IP addresses, and document details to your own database for compliance reporting and customer service reference.
Send conditional envelopes based on order details
Use filters to only send DocuSign envelopes for specific products, order amounts over a threshold, or customers from certain locations.

Frequently asked questions

What happens if a customer places multiple orders before signing their first document?
Each new order will trigger a separate DocuSign envelope, so the customer may receive multiple signature requests. Consider adding a filter to check if the customer already has a pending envelope before creating new ones.
Can I use different DocuSign templates for different types of products or order amounts?
Yes, you can add conditional logic to choose different template IDs based on order details like product type, order total, or customer tags. This lets you send contracts, warranties, or service agreements as needed.
What if my DocuSign template has multiple signers or requires additional information beyond customer name and email?
You'll need to modify the "Updates the Recipients" step to include additional signers and their details. For complex templates with custom fields, you may need to add extra steps to populate those fields with data from your Shopify order.
What is a template?
MESA templates are fully pre-configured workflows built and vetted by Shopify Experts. Unlike competitor templates that provide basic scaffolds requiring extensive setup, MESA templates come with all data variables properly mapped, required fields configured, and steps ready to activate. You can turn them on immediately and start automating.
Can I customize a template?
Absolutely! While our templates work out-of-the-box, every step can be personalized to match your exact business requirements. Add conditional logic, integrate additional apps, or build more sophisticated workflows. MESA's templates provide a solid foundation that you can expand as needed.
Are templates free?
Yes! Our entire library of expert-built, production-ready templates is free to use. Unlike platforms that charge for premium templates or provide only basic scaffolds, MESA gives you access to hundreds of fully-configured, vetted workflows at no additional cost.

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