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DocuSign + Perplexity Integrations

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

DocuSign + Perplexity integrations: work smarter

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 any of these Perplexity actions in your Relay.app workflows.

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 any of these Perplexity actions in your Relay.app workflows.

Overview

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

Check below for example workflows using DocuSign and Perplexity, 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.

Built by the folks who led Gmail and Google Calendar, Relay.app is an automation 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 + Perplexity workflows

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Automatically prompt Llama 3 Sonar - small in Perplexity for each envelope added in DocuSign

Try it

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Prompt Llama 3 Sonar - large automatically in Perplexity for each envelope added in DocuSign

Try it

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Prompt Llama 3 8b automatically in Perplexity for each envelope added in DocuSign

Try it

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Automatically prompt Llama 3 70b in Perplexity for each envelope added in DocuSign

Try it

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Prompt Mixtral 8x7b automatically in Perplexity for each envelope added in DocuSign

Try it

DocuSign Triggers

Envelope

edit

Envelope changed

target

Envelope first meets conditions

add

New envelope added

Perplexity Actions

Browse the web

language

Browse the web with Llama 3 70b

language

Browse the web with Llama 3 8b

language

Browse the web with Llama 3 Sonar - large

language

Browse the web with Llama 3 Sonar - small

language

Browse the web with Mixtral 8x7b

Custom prompt

forum

Prompt Llama 3 70b

forum

Prompt Llama 3 8b

forum

Prompt Llama 3 Sonar - large

forum

Prompt Llama 3 Sonar - small

forum

Prompt Mixtral 8x7b

Extract

manage_search

Extract with Llama 3 70b

manage_search

Extract with Llama 3 8b

manage_search

Extract with Llama 3 Sonar - large

manage_search

Extract with Llama 3 Sonar - small

manage_search

Extract with Mixtral 8x7b

Summarize

summarize

Summarize with Llama 3 70b

summarize

Summarize with Llama 3 8b

summarize

Summarize with Llama 3 Sonar - large

summarize

Summarize with Llama 3 Sonar - small

summarize

Summarize with Mixtral 8x7b

Translate

translate

Translate with Llama 3 70b

translate

Translate with Llama 3 8b

translate

Translate with Llama 3 Sonar - large

translate

Translate with Llama 3 Sonar - small

translate

Translate with Mixtral 8x7b

Perplexity Triggers

No Perplexity triggers yet

Request trigger

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 + Perplexity integration

Select a trigger in DocuSign

Select an action in Perplexity

Create your workflow

Connect DocuSign to your other apps

The best form automation software in 2024

Looking to streamline your workflow and reduce your workload? Form automation software transforms tedious manual processes into streamlined, automatic workflows, saving time and reducing errors

Whitney Hazard

Apr 17, 2024

FAQ

What is Relay.app?
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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 Perplexity with Relay.app?
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1. Create a free Relay.app account
2. Set a trigger in DocuSign or Perplexity to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize DocuSign and Perplexity 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 Perplexity?
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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 Perplexity—give it a try and let us know what you think.

See why people love Relay.app

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@SalamaErgossum

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I wanted to send newsletters from Outlook to Notion, and it was so easy I almost cried—after struggling and giving up with other tools like Make.

Huge thanks to @relay for empowering non-tech folks like me!

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@marcoETmx

I discovered @relay and it is incredible

Peter Jauhal

via email

Relay is a fantastic app. I keep finding new uses for it everyday. I am not a programmer but I can make some really complicated work flows work pretty quickly.

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@ImLucasGrey

Falling in love with @relay. Tried make and zapier and this uiux worked the simplest. It gets the job done.

Automated our waitlist collection and replying process.
Used gpt in the workflow to parse the replies to our waitlist email qtns & saved them into our notion database.

Rafa

@rafanocode

I truly appreciate how @relay presents testing info. You can easily see what you are testing, and the messages are very clear if there's an error.

They are definitely creating a fantastic tool!

Screenshot showing how to test a step in an automated workflow in Relay.app

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@dummy_coder

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@typeoneerror

Relay's "human in the loop" model is super effective for teams. Not only is this the best designed UI for automation building on the market, they've really thought about how not everything can be automated. Fantastic for building operationalized SOPs.

Notion Coach

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Co-Founder at Elementary

You saved me thousands of dollars in engineering work.

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@ZikiDoesNotion

If you’re never heard of @relay you’re missing out BIG TIME.

Relay.app is an automation app that has been getting a lot of traction lately.
And for good reason.

What makes them unique on the market is their Human-In-The-Loop functionality.

This functionality basically allows your company to add intermediate manual steps that can add unique judgment, context, and perspective.

Client onboarding workflow screenshot in Relay.app

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DocuSign + Perplexity integrations: work smarter

Example DocuSign + Perplexity workflows

Automatically prompt Llama 3 Sonar - small in Perplexity for each envelope added in DocuSign

Prompt Llama 3 Sonar - large automatically in Perplexity for each envelope added in DocuSign

Prompt Llama 3 8b automatically in Perplexity for each envelope added in DocuSign

Automatically prompt Llama 3 70b in Perplexity for each envelope added in DocuSign

Prompt Mixtral 8x7b automatically in Perplexity for each envelope added in DocuSign

Create your own DocuSign + Perplexity integration

Connect DocuSign to your other apps

Or connect Perplexity to your other apps

Related blog posts

The best form automation software in 2024

FAQ

What is Relay.app?

How do I connect DocuSign to Perplexity with Relay.app?

Is Relay.app a Zapier alternative for connecting DocuSign to Perplexity?

See why people love Relay.app

New to Relay.app? Learn how to automate your first workflow

What will you automate?