Discord to DocuSign Integration | MESA

Connect Discord to DocuSign and automate your tasks

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Activity reports

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MESA's Discord to DocuSign integration is the fastest way to sync data between the two — without touching a line of code. Choose which fields to send, how they're formatted, and when the sync happens. Start with a pre-built template, customize it with AI, or build something completely unique in under 10 minutes.

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Why integrate Discord with DocuSign

The Discord to DocuSign integration helps you sync data, automate manual tasks, and keep your stack aligned — without writing code.

Customer experience →

Notify your community the moment something happens in your store

When a new product drops, a sale goes live, or a limited release is announced in Shopify, MESA posts the update to the right Discord channel automatically. Your community hears about it the moment it happens, not when someone remembers to post.

Order automation →

Route Shopify order and fulfillment alerts to your team's Discord

When an order comes in with specific conditions — a high value, a wholesale flag, a fulfillment issue — MESA sends the details to the right Discord channel. Your team stays informed without checking Shopify or setting up a separate alert system.

Inventory management →

Keep your ops team updated on inventory and fulfillment events

When stock drops below a threshold or a fulfillment status changes in Shopify, MESA posts the update to your Discord server. Your team acts on what matters without monitoring dashboards across multiple tools.

Order automation →

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.

Enterprise automation →

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.

Data integration →

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 Discord 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.

Click Declined

Starts when a recipient declines an Elastic template.

Envelope Completed

Starts when an envelope has been completed by all recipients.

Envelope Corrected

Starts when an envelope is corrected.

Envelope Created

Starts when a new envelope is created.

Envelope Declined

Starts when an envelope has been declined by one of the recipients.

Envelope Deleted

Starts when an already-sent envelope is deleted.

Envelope Delivered

Starts when all recipients have opened the envelope through the DocuSign signing website.

Envelope Discarded

Starts when an envelope in a created or draft state is deleted.

Envelope Purged

Starts when an envelope is queued to be purged.

Envelope Resent

Starts when an envelope is resent.

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.

Envelope Voided

Starts when an envelope has been voided by the sender or has expired.

Recipient Authentication Failed

Starts when a recipient fails an authentication check. In cases where a recipient has multiple attempts to pass a check, it means that the recipient failed all the attempts.

Recipient Auto Responded

Starts when DocuSign gets notification that an email delivery has failed. The delivery failure could be for a number of reasons, such as a bad email address or that the recipient’s email system auto-responds to the email from DocuSign.

Recipient Completed

Starts when the recipient has completed their actions for the envelope, typically (but not always) by signing.

Recipient Declined

Starts when a recipient declines to sign the document(s) in the envelope.

Recipient Delegate

Starts when a delegated signer is sent an envelope and after a Delegation rule is in place.

Recipient Delivered

Starts when a recipient has viewed the document(s) in an envelope through the DocuSign signing web site. This does not signify an email delivery of an envelope

Recipient Finish Later

Starts when a recipient selects finish on an envelope.

Recipient Reassigned

Starts when an envelope is reassigned by a recipient.

Recipient Resent

Starts when a recipient selects finish within the web application on an envelope.

Recipient Sent

Starts when an email notification is sent to the recipient signifying that it is their turn to sign an envelope.

Template Created

Starts when a template is created.

Template Deleted

Starts when a template is deleted.

Template Modified

Starts when a template is modified.

Add Email Setting Overrides To Envelope

Add email settings to change who an email is sent to, and use BCC for email archiving.

Add New Step To Envelope's Workflow

Add a new step to a workflow for an envelope.

Add Or Replace Document in Envelope

Appends or replaces a document in an envelope that's being processed or drafted.

Add Templates To Document in Envelope

Append templates to an envelope's document.

Add Templates To Envelope

Append templates to an envelope.

Adds Attachment To Draft or In-Process Envelope

Appends an attachment to draft or in-process envelope.

Adds Multiple Attachments To Draft or In-Process Envelope

Appends multiple attachments to a draft or in-process envelope.

Change Status of Envelope Transfer Rule

Change the status of an envelope transfer rule between enabled and disabled.

Change Status of Multiple Envelope Transfer Rules

Change the status of one or more envelope transfer rules to enable/disable them.

Create Custom Document Fields in Envelope Document

Create custom document fields for envelope document.

Create Envelope Custom Fields for Envelope

Create an envelope custom field for draft or in-process envelopes.

Create Envelope Recipient Preview

Generate a preview URL for a draft envelope or template to enable the sender to see what the recipients will experience.

Create Envelope Transfer Rule

Create an envelope transfer rule.

Create Link to Page for Manually Reviewing Ids

Create an URL for a manual recipient ID review page.

Create Preview of Responsive Version of Document

Generate a preview of a document's responsive HTML version.

Create Preview of Responsive Versions of all Documents in Envelope

Generate a preview of responsive HTML versions of all documents in an envelope before sending.

Create Resource Token for Sender To Request ID Evidence Data

Create a token for a sender to provide identification data for a recipient.

Creates an envelope

Creates and sends an envelope or creates a draft envelope.

Delete Custom Document Fields from Envelope Document

Remove custom fields from an envelope document.

Delete Delayed Routing Rules for Envelope Workflow Step

Remove a delayed routing rule for an envelope's workflow step, but first make sure the delay is not in progress.

Delete Email Setting Overrides for Envelope

Remove all email override settings for an envelope.

Delete Envelope Custom Fields for Draft or In-Process Envelope

Remove custom fields from drafts or in-process envelopes.

Delete Envelope Lock

Remove the lock from an envelope while optionally saving or discarding changes made while the lock was active.

Delete Envelope Transfer Rule

Remove an envelope transfer rule if you're an Administrator with the enabled Transfer Custody feature.

Delete Page from Document in Envelope

Remove a page from a document in an envelope according to its page number.

Delete Recipient from Envelope

Remove recipient from a draft or sent envelope.

Delete Scheduled Sending Rules for Envelope's Workflow

Remove scheduled sending rules for an envelope's workflow before the countdown begins.

Delete Template from Document in Envelope

Remove a template from an envelope's document.

Delete Workflow Definition for Envelope

Remove workflow definition of a specified envelope and cancel scheduled email if any.

Delete Workflow Step from Envelope's Workflow Definition

Remove a workflow step from an envelope.

Deletes Attachment from Draft Envelope

Remove attachment from a draft envelope.

Get List of Document Page Images Based on Input

Obtain a list of document pages' images based on input.

Get List of Email Setting Overrides for Envelope

Obtain a list of email override settings for an envelope.

Get List of Envelope Tab Data for Envelope

Download envelope and tab data from sent or shared envelopes.

Get List of Envelope Transfer Rules

Obtain a list of envelope transfer rules for the associated account (restricted to Administrators and with Transfer Custody feature enabled).

Get List of Envelope's Attachments

Obtain a list of attachments for an envelope.

Get List of HTML Definitions Used to Generate Dynamically Sized Responsive Documents

Obtain a list of definitions used to generate a responsive document, which may be empty if the document ID is invalid.

Get List of Original HTML Definitions used to generate Responsive HTML for Envelope

Obtain a list of original HTML definitions used to generate responsive HTML for an envelope.

Get List of Scheduled Sending Rules for Envelope's Workflow Definition

Obtain a list of scheduled sending rules based on template and workflow step.

Get List of Sender Fields found in the Envelope’s Documents

Obtain a list of sender fields found in the envelope’s documents.

Get List of Templates Associated With Document in Envelope

Obtain a list of associated templates of specified envelope's document.

Get List of Templates Used in Envelope

Obtain a list of names and IDs of server-side templates used in an envelope.

Get List of Workflow Definitions for Envelope

Obtain a list of workflow definitions for a specified envelope.

Gets List of Documents in Envelope

Obtain a list of envelope documents.

Gets List of Envelope Audit Events for Envelope

Obtain a list of envelope audit events for a specific envelope.

Lock Envelope

Lock an envelope to prevent changes.

Retrieve Custom Document Fields from Envelope Document

Grab all details about document field information for an envelope document.

Retrieve Custom Field Information for the Specified Envelope

Grab all details about a custom field information for an envelope.

Retrieve Default Electronic Record & Signature Disclosure for Envelope

Grab all details about the default electronic record and signature disclosure for a specified envelope.

Retrieve Delayed Routing Rules for Envelope's Workflow Step Definition

Grab all details about the delayed routing rules for a workflow step.

Retrieve Document from Envelope

Grab all details about a single document from an envelope.

Retrieve Document Visibility for Recipient

Grab all details about a recipient's document visibility information.

Retrieve Electronic Record & Signature Disclosure for Envelope Recipient

Grab all details about the recipient-specific electronic record and signature disclosure (ERSD) in HTML format, with the option to specify language.

Retrieve Envelope Lock Information

Grab all details about a locked envelope if the requesting user is the one who locked it.

Retrieve Envelope Notification Information

Grab all details about an existing envelope's notification, reminders, and expirations.

Retrieve Envelope Status

Grab all details about the overall status for a specific envelope.

Retrieve Envelope Statuses for Envelopes

Grab all envelope statuses for a set of envelopes.

Retrieve Initials Image for User

Grab the image of the user's initials.

Retrieve Page Image from Envelope for Display

Grab all details about an image of document page for display.

Retrieve PDF Transcript of All Comments in Envelope

Grab a PDF file of all comments added to an envelope's documents.

Retrieve Signature Image Information for Signer/Sign-in-Person Recipient

Grab user signature image in the same format as uploaded.

Retrieve Signature Information for Signer or Sign-in-Person Recipient

Grab signer's or sign-in person recipient's signature information.

Retrieve Specified Workflow Step for Template

Grab all details of a specific workflow step for a specified envelope.

Retrieve Status of Recipients for Envelope

Grab all details about the status and tab values of all recipients in an envelope, and identify the current recipient in the routing list.

Retrieve URL to Envelope Correction UI

Grab the URL for embedding the envelope correction view of DocuSign's UI.

Retrieves a PDF document from the envelope with no CoC.

DARRYL

Retrieves Attachment from Envelope

Grab all details about an attachment from an envelope.

Revoke Correction View URL To Envelope UI

Revoke the envelope UI correction view URL.

Rotate Page Image from Envelope for Display

Rotate a page image to display left or right.

Search for Specific Sets of Envelopes in Account

Search for envelopes in your accounts.

Send, Modify a Draft Envelope, Void In-Process Envelope, or Purge Documents/Envelope Metadata

Modify an envelope.

Set Envelope Notifications for Envelope

Set notifications for an existing envelope with reminders and expirations either using request or account default settings.

Set Initials Image for Accountless Signer

Update initials image for accountless signer by uploading a gif, png, jpeg or bmp file under 200K in size. The credentials must match the sender and the signer's account must have certain properties set to true.

Set Signature Image for Accountless Signer

Modify signature image for accountless signer with supported image format and size, requires sender credentials and account settings.

Update an Envelope’s Documents by populating its Sender Fields

Modify an envelope's documents by populating its sender fields.

Update Custom Document Fields in Envelope Document

Modify custom document fields in an envelope document.

Update Delayed Routing Rules for Envelope's Workflow Step Definition

Modify a workflow step definition's delayed routing rules for an envelope.

Update Document Visibility for Recipient

Modify a document's visibility for a recipient.

Update Document Visibility for Recipients

Modify document visibility for recipients.

Update Email Setting Overrides for Envelope

Modify the email override settings for a specific envelope.

Update Envelope Custom Fields in Envelope

Modify envelope custom fields names for draft and in-process envelopes.

Update Envelope Lock

Modify lock information for a locked envelope.

Update Scheduled Sending Rules for Envelope's Workflow

Modify scheduled sending rules for an envelope's workflow.

Update Workflow Definition for Envelope

Modify the workflow for a specific envelope, including scheduled sending and delayed routing.

Update Workflow Step for Envelope

Modify a specific workflow step for an envelope.

Updates the Recipients for an Envelope

Modify the recipients for an envelope.

Add Group DM Recipient

Add a recipient to a Group DM.

Add Guild Member

Add an user to a guild.

Add Guild Member Role

Add a role to a guild member.

Add Pinned Messages

Add a pinned channel.

Add User to Thread

Add an user to a thread.

Begin Guild Prune

Start a prune operation.

Create Channel Invite

Create a new invite object for a guild channel.

Create Channel Message

Post a message in a channel.

Create Channel Message Crosspost

Crosspost a message in a News Channel to specific channels.

Create Guild

Create a new guild.

Create Guild Ban

Create a guild ban.

Create Guild Channel

Create a new channel for a guild.

Create Guild Emoji

Create a new emoji for a guild.

Create Guild Role

Create a role in a guild.

Create Private Thread

Start a new private thread.

Create Public Thread

Start a new public thread from an existing message.

Delete All User Reaction

Remove all reactions on a message.

Delete All User Reactions for Emoji

Remove all the reactions for a given emoji on a message.

Delete Channel

Remove a channel.

Delete Channel Message

Remove a message from a channel.

Delete Channel Message Bulk

Remove multiple messages in a channel.

Delete Channel Permission

Remove a guild channel's permission.

Delete Guild

Remove a guild.

Delete Guild Ban

Remove an user's guild ban.

Delete Guild Emoji

Remove a guild emoji.

Delete Guild Integration

Remove an integration for a guild.

Delete Guild Member Role

Remove a role from a guild member.

Delete Guild Role

Remove a role in a guild.

Delete User Reaction

Remove an user's reaction from a specific message in a channel.

Follow News Channel

Follow a News Channel to send messages to a specific channel.

List Active Threads

Obtain a list of all active threads in a channel, including private and public threads.

List Channel Invite

Obtain a list of invite objects for a guild channel.

List Channel Message

Obtain a list of messages for a channel.

List Guild Ban

Obtain a list of bans in a guild.

List Guild Channel

Obtain a list of guild channels.

List Guild Emoji

Obtain a list of emojis for a guild.

List Guild Integration

Obtain a list of integrations for a guild.

List Guild Invite

Obtain a list of invites for a guild.

List Guild Member

Obtain a list of guild members.

List Guild Member Search

Obtain a list of guild members whose username or nickname starts with a provided text.

List Guild Prune

Obtain a list of members that would be removed in a prune operation.

List Guild Region

Obtain a list of voice regions in a guild.

List Guild Role

Obtain a list of roles in a guild.

List Guild Vanity URL

Obtain a list of partial invites for guilds with that feature enabled.

List Guild Voice Regions

Returns a list of Guild Voice Regions.

List Pinned Messages

Obtain a list of all pinned messages in a channel.

List Private Archived Threads

Obtain a list of archived threads in a channel that are private.

List Public Archived Threads

Obtain a list of archived threads in a channel that are public.

List Thread Members

Obtain a list of thread members that are members of the thread.

Remove Channel Recipient

Delete a recipient from a Group DM.

Remove User From Thread

Remove an user from a thread.

Retrieve Channel

Grab all details about the channel.

Retrieve Channel Message

Grab all details about a specific message in a channel.

Retrieve Guild

Grab all details about a guild.

Retrieve Guild Ban

Grab all details about a user's guild ban.

Retrieve Guild Emoji

Grab all details about a guild emoji.

Retrieve Guild Member

Grab all details about a guild member.

Retrieve Guild Preview

Grab all details about a guild preview.

Retrieve Guild Widget

Grab all details about a guild widget.

Retrieve Guild Widget Image

Grab the widget's PNG image for the guild.

Retrieve Guild Widget Settings

Grab all details about a guild widgets' settings.

Retrieve User Reaction

Grab all users that reacted with a specific emoji.

Trigger Typing Indicator

Start a typing indicator for a specified channel.

Update Channel

Modify a channel.

Update Channel Message

Modify a specific message in a channel.

Update Channel Permission

Modify a guild channel's permission.

Update Guild

Modify a guild's settings.

Update Guild Channel

Modify the positions of a set channel in a guild.

Update Guild Emoji

Modify a guild emoji's details.

Update Guild Member

Modify a guild member.

Update Guild Role

Modify the positions of a set of objects for the guild.

Update Guild Role Positions

Modify a guild role's positions.

Update Guild Voice State

Modify an user's voice state.

Update Guild Welcome Screen

Modify the guild's welcome screen.

Update Guild Widget

Modify a guild widget.

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Not just software—partnership

Expert support included

MESA includes hands-on support from automation experts who know how to get things done.

Free workflow setup

We'll build your first workflow with you live. Most merchants walk away with automation saving 5+ hours/week.

Fast response times

Average first response: Same day. Critical issues: Immediate escalation. Complex builds: 24-48 hours.

Managed services available

Personalized workflow reviews, and quarterly check-ins to identify new opportunities as your business grows.

Real humans, always

Chat with real automation experts (not bots). Email support 9am-5pm PST. Google Meet sessions for complex workflows.

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