Connect DocuSign to Email and automate your tasks

Why integrate DocuSign with Email

The DocuSign to Email 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.

Trigger customer alerts the moment something changes

When a Shopify event fires, MESA sends a targeted email to the right person — customer, teammate, or vendor — with order details, tracking info, or status updates pulled directly from the workflow.

Turn inbound emails into workflow triggers

Every email sent to your custom MESA address becomes a workflow trigger. Subject line, sender, and message body pass through as variables, so you can route, log, or respond to inbound email automatically.

Send personalized transactional emails at scale

Each email MESA sends can include customer names, order details, and product data pulled directly from the workflow. Recipients get accurate, relevant communication without any manual drafting.

Build any DocuSign and Email 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.

Receive Email

Trigger a workflow by sending an email to a custom MESA email address.

• To
• From
• From Name
• From Email
• Subject
• Message Text
• Message HTML
• Message Stripped Text
• Message Stripped HTML
• Stripped Signature

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

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.

Integrate DocuSign with Email today.

Enjoy a 7-day free trial. Get your first workflow in minutes.