Xero for Docusign IAM
Accounting
Pull invoice and contact data into agreement workflows and write signed outcomes back to Xero.
Live
Docusign integrations
Custom Docusign integrations, built on request
Docusign, the platform vendors and their partners publish the public apps on these pages, and they own and support them. Fluidlabs builds private apps: we build each one for a single customer and publish it to that customer's Docusign accounts only.
Private and custom apps
Request a private or custom app build
Docusign, the platform vendors and their partners publish the public apps for these platforms. We build a private app for your team alone when your process needs more, and publish it to your Docusign accounts only.
Example requests
Airtable
Spreadsheets and databases
When Status on a vendor record moves to Ready to send, send the agreement, tick Signed and link the project record.
Public integration by a Docusign partner.
Google Sheets
Spreadsheets and databases
When Status in our vendor sheet changes to Ready, send the agreement and write the signed date back to that row.
Public integration by Docusign.
Greenhouse
Recruiting / ATS
When the candidate signs the offer, mark the application hired in Greenhouse and write the start date to the offer.
Public integrations by Greenhouse and Docusign.
HubSpot
CRM
After the customer signs our order form, write the contract term to the HubSpot deal and create the account in our billing system.
Public integrations by HubSpot, Docusign and Integration Glue.
When a rep wins a quote in Dynamics 365 Sales, send the contract, write the signed dates back and create the order in Business Central.
Public integrations by Docusign.
Microsoft SharePoint
Documents and storage
When the supplier signs, file the contract in our Contracts library and write the renewal date and the contract value to its columns.
Public integrations by Docusign.
Pipedrive
CRM
After a customer signs the service agreement, create the customer in our billing tool and write the start date to the Pipedrive deal.
Public integrations by Pipedrive, a Docusign partner and easyCRM.
QuickBooks
Accounting
When a customer signs our estimate, mark it Accepted in QuickBooks Online and attach the signed PDF to it.
Public integration by a Docusign partner.
Salesforce
CRM
When an opportunity closes, start our order form workflow, write the signed terms to Salesforce and create the sales order in our ERP.
Public integrations by Docusign and Salesforce.
SAP
ERP
When a supplier signs the onboarding agreement, create the business partner in S/4HANA from the signed form and attach the PDF.
Public integrations by Docusign, SAP and apsolut GmbH.
ServiceNow
IT service management
When IT approves a software request in ServiceNow, send the licence agreement and write the signed term and renewal date to the request.
Public integrations by Docusign and ServiceNow.
Workday
HR
When an employee signs the promotion letter, run Change Job in Workday with the new title and start date.
Public integrations by Workday and Docusign.
What a private app gives you
Your custom objects and modules
We map the custom objects, fields and modules your team built on the platform. The private app reads and writes them the way your process needs.
The right trigger, with the right record
We map your process and decide how each workflow starts, with the right record and at the right step. Baton, our webhook service, starts the matching Docusign workflow when your system sends an event, and we tailor it to your use case.
See how Baton worksYour other systems
A private app can carry signed values on to your ERP or billing tool, with retries and error handling between the systems.
Hosting you choose
A public app runs where its publisher hosts it. We host your private app in the US region, the EU region or both, as you choose, and your data stays there. With both, Partner Hosting routes each request to the region it came from. It can also run in a dedicated environment for your team.
See Partner HostingOne vendor for your security review
We build, host and maintain the app, so your security team reviews one vendor. We hold ISO/IEC 27001:2022 certification. Fluidlabs is completing a SOC 2 Type II audit; the report is available to customers under NDA from October 2026.
Read our security page
Fluidlabs apps for Docusign IAM, live and in development
Trigger agreement workflows from deals and contacts, and sync signed status back to the record.
Live
Automate HR onboarding: employee data into document flows, signed files back onto the record.
Live
Smartsheet for Docusign IAM
Work management
Row data drives agreement workflows; completed agreements update the sheet automatically.
Live
Wealthbox CRM for Docusign IAM
Financial-advisor CRM
Pre-fill envelopes from contacts and opportunities; log signed agreements as linked notes.
Live
Lever for Docusign IAM
Recruiting / ATS
Offer letters pre-filled from Lever candidates and job postings, signed files back on the candidate record.
In development
Procore for Docusign IAM
Construction
Contracts, change orders and directory records into agreement workflows, the signed document back on the Procore record.
In development
Request an integration
Which platform should Docusign talk to?
Thirty minutes with an engineer, then a written scope with a fixed price.
Opens a short form here. You stay on this page.
The product names and logos on this page are trademarks of their owners. Fluidlabs uses them to identify the products. Their use implies no endorsement. Docusign is a trademark of Docusign, Inc. To ask us to remove a mark, email hello@fluidlabs.com.