Docusign integration partner
Docusign runs your agreements.
We automate the processes around them.
We build the private apps, Docusign Workflow Builder workflows and AI agents that connect Docusign to the systems your company runs on, then host and maintain them. Fixed quote in 48 hours.
Docusign Build IAM Specialized PartnerA Docusign specializationDocusign gives it to partners who build on the Docusign IAM platform. Twelve apps we built are live in the Docusign App Center.See the apps →
ISO 27001Certified, audited every year
SOC 2 Type IIReport available under NDA
A private Docusign integration for your system
We build the app, the workflow, and the way back. Pick your system to see what we build for it.
- A private Salesforce appReads the account, amount and term into the agreement and writes the status back. Only your accounts can install it.
- Send for signature on the dealBaton Launcher, or a button we build into Salesforce.
- Your Docusign Workflow Builder workflowApprovals, Agreement Desk and branches, built and tested with your team.
- Hosting in the US or EU, kept currentWe patch the app when Docusign or Salesforce changes its API.
Automate renewals from Salesforce
- StartBaton Launcher
- FillPrivate integration
- ReviewAgreement Desk or AI agent
- Approve and signDocusign Workflow Builder
- File backPrivate integration
- Map
- Design
- Build
- Run
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
Custom Docusign App Center extension apps, including Data IO, Connected Fields and file input and output extensions. Xero, Zoho CRM, BambooHR, Smartsheet, Wealthbox, Zoho Recruit, Attio, Lever, Procore, Ashby, NetSuite and BILL are live in the App Center today. $25,000 fixed, built and submitted in 4 weeks.
Private Docusign integration
A private app for Salesforce, NetSuite, Workday or the system you run, the trigger in it, a Docusign Workflow Builder workflow with your approvals, and the signed PDF back on the record. Hosted in the US or EU, priced per function.
AI Agent Development
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.
Partner Hosting
Fully managed hosting for your Docusign extension apps: infrastructure, security, monitoring and App Center compliance handled for you. From $599/mo.
AI Opportunity Assessment
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.
Docusign IAM Complete Setup
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.
Extension App Development
Custom Docusign App Center extension apps, including Data IO, Connected Fields and file input and output extensions. Xero, Zoho CRM, BambooHR, Smartsheet, Wealthbox, Zoho Recruit, Attio, Lever, Procore, Ashby, NetSuite and BILL are live in the App Center today. $25,000 fixed, built and submitted in 4 weeks.
Private Docusign integration
A private app for Salesforce, NetSuite, Workday or the system you run, the trigger in it, a Docusign Workflow Builder workflow with your approvals, and the signed PDF back on the record. Hosted in the US or EU, priced per function.
AI Agent Development
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.
Partner Hosting
Fully managed hosting for your Docusign extension apps: infrastructure, security, monitoring and App Center compliance handled for you. From $599/mo.
AI Opportunity Assessment
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.
Docusign IAM Complete Setup
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.
Why teams on Docusign work with Fluidlabs
Twelve of our own apps are live on the Docusign App Center. We built them, we host them and we support them.
Docusign IAM
The Platform
Fluidlabs
The Specialist
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. Twelve 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 and SOC 2 Type II
Enterprise security isn't optional. We're ISO 27001 certified and hold a SOC 2 Type II report, so your compliance team signs off without friction.
Build IAM Specialized Partner
A Docusign specialization for partners building on the IAM platform.
Twelve 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
Accounting
Pull invoice and contact data into agreement workflows and write signed outcomes back to Xero.
Zoho CRM
CRM
Trigger agreement workflows from deals and contacts, and sync signed status back to the record.
BambooHR
HR
Automate HR onboarding: employee data into document flows, signed files back onto the record.
Smartsheet
Work management
Row data drives agreement workflows; completed agreements update the sheet automatically.
Wealthbox
Financial-advisor CRM
Pre-fill envelopes from contacts and opportunities; log signed agreements as linked notes.
Zoho Recruit
Recruiting / ATS
Offer letters pre-filled from candidates and job openings, the signed PDF filed in the candidate's Attachments.
Attio
CRM
Agreements pre-filled from people, companies and deals, the signed PDF filed on the Attio record.
Lever
Recruiting / ATS
Offer letters pre-filled from Lever candidates and job postings, signed files back on the candidate record.
Procore
Construction
Contracts, change orders and directory records into agreement workflows, the signed document back on the Procore record.
Ashby
Recruiting / ATS
Offer letters pre-filled from Ashby candidates, jobs and offers, the signed document filed on the candidate.
NetSuite
ERP
Agreements pre-filled from NetSuite customers, opportunities, orders and invoices, the signed document attached to the record.
BILL
Payables and receivables
Agreements pre-filled from BILL vendors, customers, bills and invoices, the signed document filed on the record.
Eight 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.
Get notified →Microsoft Excel
Spreadsheets
Get notified →HiBob
HR
Get notified →Clio
Legal
Get notified →Ramp
Spend management
Get notified →Deel
Payroll and HR
Get notified →Close
CRM
Get notified →Zoho People
HR
Get notified →Zoho Books
Accounting
Our own product on Docusign IAM
Built and run by the same team as the apps above.
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 →Launch Docusign workflows from the record you have open
A browser extension for Docusign Workflow Builder. Open a record, press Launch, and Baton fills the workflow's inputs from the page. No copying, no switching tabs.
- and other web apps
ISO 27001Certified
SOC 2 Type IIIndependently audited
HiBob- Account name
- Acme Corp
- Amount
- $48,000.00
- Close date
- 11/30/2026
- Stage
- Negotiation
- Primary contact
- Jane Doe
- Contact email
- jane.doe@
acme.example
Baton LauncherSalesforceOpportunity- company_namefrom Account name ▾Acme Corp
- contract_valuefrom Amount ▾$48,000.00
- signer_namefrom Primary contact ▾Jane Doe
- signer_emailfrom Contact email ▾jane.doe@acme.example
Starts in your Docusign account
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
Docusign IAM Insights & Technical Guides
Frequently Asked Questions
Start With This Guide
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