With the MailBlue DocuSign integration, you can sync envelope records from DocuSign to MailBlue. This lets you create and update contacts based on DocuSign actions, view DocuSign activities on contact records, trigger automations based on DocuSign actions, and create drafts in DocuSign with an automation.
What should I know before connecting DocuSign?
To access this integration, you need a DocuSign account plan that includes the 'Connect' feature. These configurations are created and managed in DocuSign via the eSignature System Administration application or via the eSignature REST API. Only Business Pro plans and above can configure 'Connect'. Additional costs may vary.
The integration setup takes place in your MailBlue account.
This integration does not add contacts to a list in MailBlue.
Create all DocuSign fields and MailBlue contact custom fields before setting up this integration.
You can only map existing DocuSign fields to existing contact fields in MailBlue. It is not possible to map DocuSign fields to Account or Deal fields, or for DocuSign to create new custom contact fields in your MailBlue account.
How do I connect DocuSign to MailBlue?
From your MailBlue account, click your profile and then click 'Apps'.
Use the search bar to locate and select the DocuSign integration.
Click the 'Add an account' button.
A modal window will appear. Click the 'Connect' button.
The configuration process redirects you to your DocuSign account. Follow the prompts to log in and grant MailBlue access to DocuSign.
The configuration redirects you to your MailBlue account. A modal window will appear. Click the 'Continue' button.
Click the 'Recipient Actions' dropdown on the next screen and select the DocuSign action to subscribe to. The bottom of the modal displays tags that the integration adds to synced contacts. Repeat this step for each action you want to subscribe to.
Click the 'Continue' button.
On the next screen, you will see the DocuSign objects and fields created in MailBlue whenever an action occurs. This information is for informational purposes only.
Click the 'Continue' button.
Next, map DocuSign fields to MailBlue fields. The email address field is required. To map additional fields, click the 'Add Field' button.
Click 'Finish' once you map all desired fields.
How does the DocuSign integration work after I set it up?
The DocuSign integration uses a webhook to push data to MailBlue whenever a DocuSign action occurs.
These actions trigger contact and DocuSign data to sync to MailBlue:
DocuSign envelope sent
DocuSign envelope delivered
DocuSign envelope completed
DocuSign envelope declined
DocuSign custom object
Once the action happens:
Contact records are created or updated in MailBlue. You determine which contact data to collect during the integration setup.
The integration adds tags to contact profile records. The DocuSign action determines the tag the contact receives.
A DocuSign object appears on the contact record for each contact synced through this integration. This object displays information about each DocuSign action.
Three new automation triggers become available for creating automated workflows.
You can use the 'Pre-filling of a DocuSign template' automation action to create a draft document. This draft is stored in your DocuSign account.
You can personalize automation emails with DocuSign data.
Which tags do I see after syncing with DocuSign?
This integration adds tags to contacts as they sync to your MailBlue account. This includes both the integration tag and action-based tags.
Integration sync tag
Each synced contact receives the following integration tag: 'docusign-integration'.
Action-based tags
The action that causes a contact to sync determines the action-based tag they receive. For example, if a contact syncs to your MailBlue account because they were sent a DocuSign envelope, they receive the following tags on their contact record:
docusign-integration
docusign-integration-DocuSign_Envelope_Sent
The table below contains all DocuSign integration tags and the event that applies the tag to contacts.
Tag | Action that adds the tag |
docusign-integration | Contacts who sync from this integration receive this tag on their profile record. |
docusign-integration-DocuSign_Envelope_Sent | Contacts who are sent an envelope receive this tag. |
docusign-integration-DocuSign_Envelope_Delivered | Contacts who successfully receive an envelope receive this tag. |
docusign-integration-DocuSign_Envelope_Completed | Contacts who complete signing a document receive this tag. |
docusign-integration-DocuSign_Envelope_Declined | Contacts who decline an envelope after it was sent receive this tag. |
Which DocuSign details do I see on the contact record?
A DocuSign object appears on the record for each synced contact. This object displays important information about documents sent, the document status, a link to the original document, and sent and completed dates for the contact when they sync to MailBlue.
Each record contains these fields:
Status
Sender User Name
Link to Document Sent
Sent Date and Time
Completed Date and Time
It is not possible to edit these fields or field values in MailBlue.
Each record in the DocuSign object has a 'Details' button. Clicking this button expands the record and displays additional fields and information specific to this document's status and details.
Which DocuSign automation triggers can I use?
This integration comes with three automation triggers. All DocuSign triggers are located under the 'Apps' section of the automation trigger modal.
You can use these triggers to begin automated workflows:
'DocuSign tag is added'
Contacts are pulled into the automation when they receive the DocuSign tag you specify.'DocuSign [ACTION] is created'
Contacts are pulled into the automation when a new DocuSign record is created in the DocuSign object. You can choose any DocuSign action that you synced to your MailBlue account with this trigger. You cannot use this trigger with any other automation triggers. You can use only one filter to segment this trigger.'DocuSign [ACTION] is updated'
Contacts are pulled into the automation when a field you specify changes from one value to another in the DocuSign object. You can choose any DocuSign action that you synced to your MailBlue account with this trigger. You cannot use this trigger with any other automation triggers. You can use only one filter to segment this trigger.
How do I use automation to create a draft document in DocuSign?
Use the 'Pre-filling of a DocuSign template' automation action to create a draft document in DocuSign.
Create document templates in DocuSign before using this action.
As contacts encounter this action in your automation, the integration creates a draft document in your DocuSign account. This draft uses the MailBlue contact record information to fill in your pre-set fields.
You may want to use this action to support your team by notifying users that a new draft is ready for review and sending, adding tasks, updating contact and deal scores, and more.
To use this action in your automation:
Click the 'CX Apps' option on the automation builder, then drag the action to your automation.
Select the DocuSign account you wish to connect.
Under 'Document Settings', use the dropdowns to select an account and template.
Click the 'Continue' button.
MailBlue lists the DocuSign action and associated fields on the next screen. This is for informational purposes only. Click the 'Continue' button.
Map MailBlue fields to DocuSign fields.
Click the 'Finish' button.
Important: When mapping a checkbox field from MailBlue to DocuSign, the field values must be in one of the following formats: Yes/No, 1/0, or True/False.
How do I personalize emails with DocuSign data?
Once you configure the integration, you can use the DocuSign custom object fields to personalize any email campaign sent from an automation. In the 'Add a Personalization' modal, you can find these personalization options under the 'Custom Objects' section.
Use a DocuSign automation trigger for the 'Custom Objects' section to appear with your DocuSign custom object fields. You cannot use these fields with direct or automated 1:1 emails, or with campaigns sent from the 'Emails' tab in your MailBlue account.
Frequently asked questions
Do you need a DocuSign account plan with 'Connect'?
Do you need a DocuSign account plan with 'Connect'?
Yes. To use this integration, you need a DocuSign account plan that includes the 'Connect' feature. Only Business Pro plans and above can configure 'Connect'.
Does the DocuSign integration add contacts to a list?
Does the DocuSign integration add contacts to a list?
No. The integration creates or updates contact records, but it does not add contacts to a list in MailBlue.
Can you map DocuSign fields to Account or Deal fields?
Can you map DocuSign fields to Account or Deal fields?
No. You can only map existing DocuSign fields to existing contact fields in MailBlue.
Can you use DocuSign data in every email?
Can you use DocuSign data in every email?
No. The fields are not available for direct or automated 1:1 emails, or for campaigns sent from the 'Emails' tab.
Which values can you use for checkbox fields?
Which values can you use for checkbox fields?
When mapping a checkbox field from MailBlue to DocuSign, values must use the Yes/No, 1/0, or True/False format.