DocuSign to Infinite Options Integration | MESA

Connect DocuSign to Infinite Options and automate your tasks

MESA's DocuSign to Infinite Options 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.

Why integrate DocuSign with Infinite Options

The DocuSign to Infinite 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.

Route custom orders to the right production workflow based on selected options

When a customer chooses specific Infinite Options selections — an engraving, a rush processing add-on, a custom dimension — MESA reads those details and kicks off the right fulfillment workflow in Shopify. Your production process starts correctly from the moment the order is placed without anyone manually interpreting the options.

Alert your team when a custom or complex order needs immediate attention

When an order containing specific Infinite Options selections arrives — a high-value add-on, a custom configuration, a date-sensitive request — MESA notifies the right person through Slack or email with the order details already attached. Your team responds while the production window is still open.

Sync custom order option data to your ops and production tools

When an order with Infinite Options selections is placed, MESA writes the option details — engravings, dimensions, colors, add-ons — to Airtable, Google Sheets, or a ClickUp task. Your production team works from a structured record without anyone transcribing custom details out of the Shopify order by hand.

Build any DocuSign and Infinite 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

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.

Recipient Auto Responded

Starts when DocuSign gets notification that an email delivery has failed.

Recipient Completed

Starts when the recipient has completed their actions for the envelope.

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.

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.

Integrate DocuSign with Infinite Options today.

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