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SmartSuite + DocuSign Integrations

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Connect SmartSuite to DocuSign
Example screenshots
Example workflows
Triggers and actions
SmartSuite + your other apps
DocuSign + your other apps
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FAQ

SmartSuite + DocuSign integrations: unlimited possibilities

SmartSuite > DocuSign

Trigger

Last triggered

Comment added

Send envelope from template

Overview

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

Check below for example workflows using SmartSuite and DocuSign, 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

Screenshots of SmartSuite and DocuSign integrations in Relay.app

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

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

Preview of 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.

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

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

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.

Example SmartSuite + DocuSign workflows

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Automatically send envelope from template in DocuSign for each comment added in SmartSuite

Try it

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Create record automatically in SmartSuite for each envelope added in DocuSign

Try it

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Export envelope as PDF automatically in DocuSign for each record added in SmartSuite

Try it

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Export envelope as PDF automatically in DocuSign for each comment added in SmartSuite

Try it

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Wait until envelope signed (completed) automatically in DocuSign for each comment added in SmartSuite

Try it

SmartSuite Triggers

Record

add

Comment added

Table

add

New record added

edit

Record changed

target

Record 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)

DocuSign Triggers

Envelope

edit

Envelope changed

target

Envelope first meets conditions

add

New envelope added

SmartSuite Actions

Table

add_comment

Add comment to record

library_add

Create or update record

library_add

Create record

Find record(s)

edit

Update record

Create your own SmartSuite + DocuSign integration

Select a trigger in SmartSuite

Select an action in DocuSign

Create your workflow

Or automate DocuSign + SmartSuite

Select a trigger in DocuSign

Select an action in SmartSuite

Create your workflow

Connect SmartSuite to your other apps

Or connect DocuSign to your other apps

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

See why people love Relay.app

Salama💯

@SalamaErgossum

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Marco Elizalde

@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.

Lucas Grey

@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

Duke Dao

@dummy_coder

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Benjamin Borowski👨‍🚒

@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.