Code to DocuSign Integration | MESA
Connect Code to DocuSign and automate your tasks
Why integrate Code with DocuSign
The Code to DocuSign integration helps you sync data, automate manual tasks, and keep your stack aligned — without writing code.
Connect any API your workflow needs
When a workflow needs to reach a service MESA doesn't natively support, Custom Code makes the connection. Write an HTTP request, parse the response, and pass the data to the next step — all in one workflow.
Apply pricing or discount rules unique to your store
Custom Code runs JavaScript against live order data, letting you calculate custom pricing tiers, apply business-specific discounts, or validate order details before anything processes downstream.
Encode business logic no built-in tool can match
Every operation has edge cases that standard tools can't anticipate. Custom Code lets you write the exact logic your business needs and slot it into any workflow step — validations, lookups, or calculations.
Trigger Shopify workflows when a contract is signed in DocuSign
When a DocuSign envelope is completed — a wholesale agreement, a B2B contract, a vendor terms acceptance — MESA kicks off the corresponding action in Shopify. Your store operations start the moment a signature is in place without anyone manually bridging the two systems.
Create and send DocuSign envelopes from Shopify order events
When a qualifying order comes in — a wholesale account, a high-value B2B purchase, a custom agreement — MESA generates the right DocuSign envelope and routes it to the customer or vendor for signature. Your contract process starts automatically from the moment an order is placed.
Keep Shopify customer records current when DocuSign status changes
When a DocuSign envelope is sent, viewed, signed, or declined, MESA updates the corresponding Shopify customer record with the current status. Your team always knows where each agreement stands without checking DocuSign separately.
Build any Code and DocuSign automation
MESA helps you connect apps to automate repetitive tasks. A trigger is an event that starts a workflow, and actions are the steps that occur when it's running.
Click Agreed
Starts when a recipient accepts an Elastic template.
- Account ID
- User ID
- Envelope ID
- Recipient ID
- Envelope Summary
Click Declined
Starts when a recipient declines an Elastic template.
- Account ID
- User ID
- Envelope ID
- Recipient ID
- Envelope Summary
Envelope Completed
Starts when an envelope has been completed by all recipients.
- Account ID
- User ID
- Envelope ID
- Recipient ID
- Envelope Summary
Envelope Corrected
Starts when an envelope is corrected.
- Account ID
- User ID
- Envelope ID
- Recipient ID
- Envelope Summary
Envelope Created
Starts when a new envelope is created.
- Account ID
- User ID
- Envelope ID
- Recipient ID
- Envelope Summary
Envelope Declined
Starts when an envelope has been declined by one of the recipients.
- Account ID
- User ID
- Envelope ID
- Recipient ID
- Envelope Summary
Envelope Deleted
Starts when an already-sent envelope is deleted.
- Account ID
- User ID
- Envelope ID
- Recipient ID
- Envelope Summary
Envelope Delivered
Starts when all recipients have opened the envelope through the DocuSign signing website.
- Account ID
- User ID
- Envelope ID
- Recipient ID
- Envelope Summary
Envelope Discarded
Starts when an envelope in a created or draft state is deleted.
- Account ID
- User ID
- Envelope ID
- Recipient ID
- Envelope Summary
Envelope Purged
Starts when an envelope is queued to be purged.
- Account ID
- User ID
- Envelope ID
- Recipient ID
- Envelope Summary
Envelope Resent
Starts when an envelope is resent.
- Account ID
- User ID
- Envelope ID
- Recipient ID
- Envelope Summary
Envelope Sent
Starts when an email notification, with a link to the envelope, is sent to at least one recipient or when it is a recipient's turn to sign during embedded signing.
- Account ID
- User ID
- Envelope ID
- Recipient ID
- Envelope Summary
Envelope Voided
Starts when an envelope has been voided by the sender or has expired.
- Account ID
- User ID
- Envelope ID
- Recipient ID
- Envelope Summary
Recipient Authentication Failed
Starts when a recipient fails an authentication check.
- Account ID
- User ID
- Envelope ID
- Recipient ID
- Envelope Summary
Recipient Auto Responded
Starts when DocuSign gets notification that an email delivery has failed.
- Account ID
- User ID
- Envelope ID
- Recipient ID
- Envelope Summary
Recipient Completed
Starts when the recipient has completed their actions for the envelope.
- Account ID
- User ID
- Envelope ID
- Recipient ID
- Envelope Summary
Recipient Declined
Starts when a recipient declines to sign the document(s) in the envelope.
- Account ID
- User ID
- Envelope ID
- Recipient ID
- Envelope Summary
Recipient Delegate
Starts when a delegated signer is sent an envelope.
- Account ID
- User ID
- Envelope ID
- Recipient ID
- Envelope Summary
Recipient Delivered
Starts when a recipient has viewed the document(s) in an envelope.
- Account ID
- User ID
- Envelope ID
- Recipient ID
- Envelope Summary
Recipient Finish Later
Starts when a recipient selects finish on an envelope.
- Account ID
- User ID
- Envelope ID
- Recipient ID
- Envelope Summary
Recipient Reassigned
Starts when an envelope is reassigned by a recipient.
- Account ID
- User ID
- Envelope ID
- Recipient ID
- Envelope Summary
Recipient Resent
Starts when a recipient selects finish within the web application on an envelope.
- Account ID
- User ID
- Envelope ID
- Recipient ID
- Envelope Summary
Recipient Sent
Starts when an email notification is sent to the recipient signifying that it is their turn to sign an envelope.
- Account ID
- User ID
- Envelope ID
- Recipient ID
- Envelope Summary
Template Created
Starts when a template is created.
- Account ID
- User ID
- Envelope ID
- Recipient ID
- Envelope Summary
Template Deleted
Starts when a template is deleted.
- Account ID
- User ID
- Envelope ID
- Recipient ID
- Envelope Summary
Template Modified
Starts when a template is modified.
- Account ID
- User ID
- Envelope ID
- Recipient ID
- Envelope Summary
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