Decoration imageDecoration image
Legal & Compliance
Workflow Builder steps
ERP, CRM, HRIS
ISO 27001 hosting
Finance Ops
MCP servers
AI agents
ISO 27001 certified
Docusign Build IAM Specialized Partner

Docusign runs your agreements. We build connections to the rest of your stack.

Fluidlabs is a Docusign Build IAM Specialized Partner. We build extension apps, integrations and agents that connect Docusign to the systems your company runs on. Six of our apps are live in the App Center. Builds are fixed price and take four weeks, and we host and patch the app after launch.

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Docusign Build IAM Specialized Partner badgeDocusign Build IAM Specialized Partner
THE PROBLEM

Docusign pays off when it talks to the systems you run.

The rollout stopped at e-signature. Your HRIS, your ERP and the new AI agents still sit one manual step away from each agreement.
We build integrations that remove that step.

Agreements with no link to your systems

Rekeyed data

Your team retypes offer letters from an HRIS with no connection to Docusign, then types the signed terms back into the ERP by hand

Stranded PDFs

The signed PDF lands in an inbox or a shared drive. The matching record in NetSuite or Xero stays unchanged

An automation tool in between

A connector that runs through an automation tool brings its own subscription and its own rate limits, and a failure has to be traced across two products

Read-only agents

Your AI agent can summarize an agreement. A person still carries the result into the system that needs it

Orphaned integrations

The integration a contractor built last year breaks on the next API change, and the contractor is gone

Docusign holds the agreement. Your ERP and your HRIS hold the work that follows it. We connect the two so your team stops carrying data between them by hand.

WHAT WE BUILD

Apps, integrations and agents for Docusign and the systems around it

Each engagement is a fixed-price build with hosting and maintenance under it, so the app keeps working after the next Docusign API change.

Extension App Development

01

Custom Docusign App Center extension apps, including Data IO, Connected Fields and file input and output extensions. Xero, Zoho CRM, BambooHR, Smartsheet, Wealthbox and Zoho Recruit are live in the App Center today. $25,000 fixed, built and submitted in 4 weeks.

Learn more →
Solution images

Enterprise System Integration

02

Integrations with Salesforce, SAP, Workday, Procore and custom ERPs, built around the apps Docusign already publishes: bidirectional sync, real-time webhooks and automated data flows into and out of Docusign.

Learn more →
Solution images

AI Agent Development

03

Custom AI agents for legal, finance, procurement and operations, built into your processes and connected to your ERP, CRM and CLM. Agent Studio and Workflow Builder steps reach your systems through extension apps, including the ones we build.

Learn more →
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Partner Hosting

04

Fully managed hosting for your Docusign extension apps: infrastructure, security, monitoring and App Center compliance handled for you. From $599/mo.

Learn more →
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AI Opportunity Assessment

05

A two-week, fixed-fee diagnostic: we map one costly workflow, put a real dollar number on it, and hand you a build-or-don't-build memo. $12,000, credited 100% to your build.

Learn more →
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Docusign IAM Complete Setup

06

Your whole Docusign IAM plan stood up: workflows built, agreement backlog imported with verified AI fields, legal intake, workspaces, and one CRM integration. $12,000 fixed, with the last $5,000 due at go-live.

Learn more →
Solution images
Why Us

Why teams on Docusign work with Fluidlabs

Six of our own apps are live on the Docusign App Center. We built them, we host them and we support them.

Docusign Build IAM Specialized Partner badge
Docusign IAM
The Platform
Workflow Builder
Agreement Manager
eSignature
APIs
Company logo
Fluidlabs
The Specialist
Extension apps
Integrations
Agents
Hosting
Arrows

Docusign connected to the systems you run

Built and hosted by Fluidlabs, listed on the Docusign App Center

Built for Workflow Builder

Our apps add steps to Docusign Workflow Builder that read from and write to your systems, with no separate automation platform to maintain. Six are live in the App Center.

MCP servers and agents

We build MCP servers and agents that act on agreements inside your ERP or CRM, with the approval steps and logs your security team will ask for.

ISO 27001 Certified

Enterprise security isn't optional. We're independently certified and audit-ready, so your compliance team signs off without friction.

Build IAM Specialized Partner

A Docusign specialization for partners building on the IAM platform.

Live in the Docusign App Center

Six Docusign App Center apps you can install today

Built, hosted and supported by Fluidlabs, listed on the Docusign App Center, and installed by your account admin from the listing. Each one adds steps to Workflow Builder.

Xero logo

Xero

Accounting

Pull invoice and contact data into agreement workflows and write signed outcomes back to Xero.

Zoho CRM logo

Zoho CRM

CRM

Trigger agreement workflows from deals and contacts, and sync signed status back to the record.

BambooHR logo

BambooHR

HR

Automate HR onboarding: employee data into document flows, signed files back onto the record.

Smartsheet logo

Smartsheet

Work management

Row data drives agreement workflows; completed agreements update the sheet automatically.

Wealthbox logo

Wealthbox

Financial-advisor CRM

Pre-fill envelopes from contacts and opportunities; log signed agreements as linked notes.

Zoho Recruit logo

Zoho Recruit

Recruiting / ATS

New

Offer letters pre-filled from candidates and job openings, the signed PDF filed in the candidate's Attachments.

Seven more in development

Same stack and the same hosting. Each will be submitted for the Docusign App Center review, and Docusign decides on the listing.

Products we built on the same stack

Two products from the same team, on the same Docusign stack.

Baton logo

Workflow triggers

Baton

A webhook from Procore, Xero or BambooHR starts the matching Docusign workflow with the right record attached, without polling or middleware.

See how Baton works →
Quittance logo

Agentic invoice reconciliation

Quittance

An agent that checks each supplier invoice against the agreements you signed, cites the clause behind every flag, and posts the clean ones to Xero as drafts.

See it work →
The Platform

The IAM Platform, and Where We Build on It

Docusign IAM isn't just eSignature. It's a full agreement intelligence platform, and we build vertical solutions on its layers.

Docusign IAM
eSignatureFoundation
Workflow BuilderWorkflows
Agreement ManagerRepository
Agreement AIExtraction
Web FormsData Collection
ID VerificationIdentity
WorkspaceCollaboration
MCP / AI AgentsAI Integration

The most valuable aspect of working with Fluidlabs has been their ability to understand our business goals first, then architect technology solutions that directly support those objectives.

- Court Lorenzini

Founder, FounderNexus

Founded Docusign

Resources

Docusign IAM Insights & Technical Guides

FAQ

Frequently Asked Questions

Yes. Fluidlabs is a Docusign Build IAM Specialized Partner, a Docusign specialization for partners building on the IAM platform. We're also ISO 27001 certified.

Get in touch

Tell us what Docusign needs to talk to

Thirty minutes with an engineer. Within 48 hours you get a scoped plan and a fixed price in writing, or a straight “you don't need us.” No charge, nothing to sign.

or email us at hello@fluidlabs.com