Integration Documentation & Guides | Fluidlabs

Access detailed documentation, setup guides, and integration tutorials for Docusign IAM and enterprise systems built by Fluidlabs.

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BambooHR for Docusign IAM

Streamline your HR onboarding and employee lifecycle workflows. The BambooHR extension bridges the gap between manual document processes and your HR records. Let Docusign Workflow Builder automate the entire flow.

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Procore for Docusign IAM

Connect Procore construction management with Docusign Workflow Builder to streamline contract execution. Pull project details, vendor info, and commitment data from Procore to pre-fill and route agreements - without leaving your construction workflow.

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Smartsheet for Docusign IAM

Sync your Smartsheet project data directly into Docusign Workflows. Automatically pull row data to pre-fill envelopes, trigger sends based on sheet updates, and keep project tracking and agreement status aligned in real time.

Blue circular Xero logo with the company name 'xero' in white lowercase letters.

Xero for Docusign IAM

Bridge your accounting data with your agreement workflows. Pull contact records, invoice details, and financial data from Xero into Docusign Workflow Builder to automate document preparation and keep your books and agreements in sync.

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Zoho CRM for Docusign IAM

Eliminate manual data entry between your CRM and document workflows. Read contact and deal data from Zoho CRM to pre-fill envelopes, write signed data back, and attach completed documents — all without leaving your workflow.