Connect DocuSign to Easify Product Options and automate your tasks

Why integrate DocuSign with Easify Product Options

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

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.

Schedule production from the delivery date customers pick

When a customer selects a delivery date through Easify's date picker, MESA reads that date and schedules the production job, sets a team reminder, or triggers fulfillment at the right window. No one has to manually watch for upcoming deadlines.

Route orders by the price their options calculated

Easify calculates prices dynamically — by character count, dimensions, or add-on combinations. MESA reads that final price and routes the order accordingly: flagging high-value jobs for review, assigning premium resources, or triggering a different fulfillment path.

Get option performance data into your reporting stack

MESA schedules exports of Easify order and option data — pushing selections, add-on revenue, and formula prices to Google Sheets, Airtable, or your analytics tool. Track which options drive the most revenue without building a manual report.

Build any DocuSign and Easify Product Options 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.

Order Created

Starts when a Shopify order with line item details is created.

• Fields
  • Variant ID
  • Quantity
  • Title
  • Sku
  • Price
  • Properties
  • Applied Discount

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 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

Get List of Orders

Obtain a list of Shopify Orders that have Easify Product Options fields

• Line Items
• Order

Add Email Setting Overrides To Envelope

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

• Bcc Email Address ID
• Email

Create Custom Document Fields in Envelope Document

Create custom document fields for envelope document.

• Document Fields

Create Envelope Custom Fields for Envelope

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

• List Custom Fields
• Text Custom Fields

Update Document Visibility for Recipient

Modify a document's visibility for a recipient.

• Document Visibility

Update Envelope Custom Fields in Envelope

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

• List Custom Fields
• Text Custom Fields

Retrieve Envelope Status

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

• Allow Comments
• Allow Markup
• Allow Reassign
• Allow View History
• Any Signer
• Asynchronous
• Attachments Uri
• Authoritative Copy
• Authoritative Copy Default
• Auto Navigation
• Brand ID
• Brand Lock
• Certificate Uri
• Completed Date Time
• Copy Recipient Data
• Created Date Time
• Custom Fields
• Custom Fields Uri
• Declined Date Time
• Delivered Date Time
• Disable Responsive Document
• Documents Combined Uri
• Documents Uri
• Email Blurb
• Email Settings
• Email Subject
• Enable Wet Sign
• Enforce Signer Visibility
• Envelope Attachments
• Envelope Custom Metadata
• Envelope Documents
• Envelope ID
• Envelope ID Stamping
• Envelope Metadata
• Envelope Uri
• Expire After
• Expire Date Time
• Expire Enabled
• External Envelope ID
• Folders
• Has Comments
• Has Form Data Changed
• Initial Sent Date Time
• Is21CFRPart11
• Is Dynamic Envelope
• Is Signature Provider Envelope
• Last Modified Date Time
• Lock Information
• Message Lock
• Notification
• Notification Uri
• Power Form
• Purge Completed Date
• Purge Request Date
• Purge State
• Recipients Lock
• Recipients Uri
• Sender
• Sent Date Time
• Signer Can Sign On Mobile
• Signing Location
• Status
• Status Changed Date Time
• Status Date Time
• Templates Uri
• Transaction ID
• Use Disclosure
• Voided Date Time
• Voided Reason
• Workflow
• Document URL

Retrieve List of Templates Used in Envelope

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

• Document ID
• Document Name
• Error Details
• Name
• Template ID
• Template Match
• Uri

Integrate DocuSign with Easify Product Options today.

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