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DocuSign + Intercom Integrations

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Connect DocuSign to Intercom
Example workflows
Triggers and actions
DocuSign + your other apps
Intercom + your other apps
Related blog posts
FAQ

DocuSign + Intercom integrations

Use Relay.app's DocuSign integrations to trigger actions across your apps

Preview of Use any of these DocuSign actions in your Relay.app workflows.

Preview of Add any DocuSign action to your workflow.

Preview of Use Relay.app's Intercom integrations to trigger actions across your apps

Preview of Use any of these Intercom actions in your Relay.app workflows

Preview of Add any Intercom action to your workflow

Use Relay.app's DocuSign integrations to trigger actions across your apps

Use any of these DocuSign actions in your Relay.app workflows.

Add any DocuSign action to your workflow.

Use Relay.app's Intercom integrations to trigger actions across your apps

Use any of these Intercom actions in your Relay.app workflows

Add any Intercom action to your workflow

Overview

Connect DocuSign to Intercom in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between DocuSign, Intercom, and many other popular SaaS applications.

Check below for example workflows using DocuSign and Intercom, as well as a list of the triggers and actions Relay.app supports today. Just let us know if we're missing anything you need.

Known for its combination of simplicity and power, Relay.app is a tool that people love for its deep & easy-to-use integrations, powerful AI features combined with human oversight, robust workflow essentials, and first-class customer support.

See all of Relay.app's features

Example DocuSign + Intercom workflows

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Automatically create ticket in Intercom for each envelope added in DocuSign

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Send envelope from template automatically in DocuSign for each ticket added in Intercom

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Export envelope as PDF automatically in DocuSign for each contact added in Intercom

Try it

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Automatically wait until envelope signed (completed) in DocuSign for each conversation added in Intercom

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Add note to ticket automatically in Intercom for each envelope added in DocuSign

Try it

DocuSign Triggers

Envelope

edit

Envelope changed

target

Envelope first meets conditions

add

New envelope added

Intercom Actions

Admin

Find admin(s)

Company

library_add

Create or update company

Find company(ies)

Contact

add_comment

Add note to contact

new_label

Add tag to contact

add_box

Attach contact to company

add

Create contact

library_add

Create or update contact

remove_done

Detach contact from company

Find contact(s)

label_off

Remove tag from contact

edit

Update contact

Conversation

add_comment

Add note to conversation

new_label

Add tag to conversation

done

Close conversation

add

Create conversation

Find conversation(s)

label_off

Remove tag from conversation

Reply to conversation

send

Send message to contact

edit

Update conversation

Ticket

forum

Add note to ticket

new_label

Add tag to ticket

bug_report

Convert conversation to ticket

add

Create ticket

Find ticket(s)

label_off

Remove tag from ticket

forum

Reply to ticket

edit

Update ticket

Intercom Triggers

Contact

edit

Contact changed

target

Contact first meets conditions

add

New contact added

Conversation

edit

Conversation changed

target

Conversation first meets conditions

add

New conversation added

Ticket

add

New ticket added

edit

Ticket changed

target

Ticket first meets conditions

DocuSign Actions

Envelope

drafts

Draft envelope from template

drafts

Draft envelope using documents

download

Export envelope as PDF

outgoing_mail

Send envelope from template

outgoing_mail

Send envelope using documents

schedule

Wait until envelope signed (completed)

Template

Find template(s)

Create your own DocuSign + Intercom integration

Select a trigger in DocuSign

Select an action in Intercom

Create your workflow

Or automate Intercom + DocuSign

Select a trigger in Intercom

Select an action in DocuSign

Create your workflow

Connect DocuSign to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

Or connect Intercom to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

FAQ

What is Relay.app?
link
Relay.app is a modern, easy-to-use automation tool. Build workflows that connect and automate actions across all the apps you already use. Relay.app has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows. Learn more about Relay.app's features.
How do I connect DocuSign to Intercom with Relay.app?
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1. Create a free Relay.app account
2. Set a trigger in DocuSign or Intercom to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize DocuSign and Intercom to connect to Relay.app
5. Turn on your workflow and start getting more done with less manual work
Check above for some example workflows, or visit our help center for more details on how to get started.
Is Relay.app a Zapier alternative for connecting DocuSign to Intercom?
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Yes. Relay.app is a modern alternative to Zapier. Relay.app has deeper integrations, additional features, more flexibility, and better pricing.
Zapier is a better fit for some use cases, as a featureful workflow automation tool that has been around for a long time. For example, if you need an integration with a less commonly used app, Zapier may already have the one you need.
For a more detailed comparison, check out our article comparing Relay.app to Zapier or our comparison of Zapier alternatives.
Of course we're biased, but we believe Relay.app is the best way to connect and automate DocuSign and Intercom—give it a try and let us know what you think.

See why people love Relay.app

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via email

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Automated our waitlist collection and replying process.
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Screenshot showing how to test a step in an automated workflow in Relay.app

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