DocuSign to Mantle Integration | MESA

Connect DocuSign to Mantle and automate your tasks

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MESA's DocuSign to Mantle 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 DocuSign with Mantle

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

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.

Data integration →

Sync Shopify customer data with Mantle subscription records

When a customer's order history, tags, or profile changes in Shopify, MESA updates the corresponding Mantle record. Your subscription analytics and billing data reflect the full picture of each customer, not just their subscription activity.

Customer experience →

Trigger retention workflows when subscription health drops

When Mantle flags a churn risk, a failed payment, or a usage signal, MESA kicks off the right response — a Klaviyo flow, a Slack alert, a Shopify tag update. You act on subscription health signals before they become cancellations.

Order automation →

Update Shopify customer records when subscription plans change

When a customer upgrades, downgrades, or pauses their plan in Mantle, MESA updates their Shopify tags, fields, and connected tools in real time. Every system reflects the current relationship without manual updates.

Build any DocuSign and Mantle 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.

Customer Account Deactivated

Starts when a customer account is deactivated.

Customer Account Reactivated

Starts when a customer account is reactivated.

Customer Activated One Time Charge

Starts when a customer activates a one-time charge.

Customer Approaching Capped Limit

Starts when a customer is approaching a usage metric limit.

Customer Downgraded

Starts when a customer downgrades their plan.

Customer Exceeded Capped Amount

Starts when a customer exceeds the usage metric amount limit.

Customer Exceeded Usage Charge Limit

Starts when a customer exceeds the usage charge limit.

Customer First Identify

Starts when a customer is first identified by your app.

Customer Installed

Starts when a customer installs your app.

Customer Refunded

Starts when a customer is refunded a charge.

Customer Reinstalled

Starts when a customer reinstalls your app.

Customer Resubscribed

Starts when a customer resubscribes to a plan after being unsubscribed.

Customer Subscribed

Starts when a customer subscribes to one of your app's plans.

Customer Trial Expired

Starts when a customer's trial expires.

Customer Uninstalled

Starts when a customer uninstalls your app.

Customer Unsubscribed

Starts when a customer unsubscribes from one of your app's plans.

Customer Updated

Starts when a customer is updated.

Customer Upgraded

Starts when a customer upgrades their plan.

Customer Usage Event Created

Starts when a customer usage event is created.

Customer's Subscription Frozen

Starts when a customer's subscription freezes.

Customer's Subscription Unfrozen

Starts when a customer subscription unfreezes.

Review Received

Starts when a customer leaves a review.

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 Customer Tags

Adds tags to a customer.

Archive Plan

Archive a plan. Archived plans can not be mutated.

Create App Feature

Creates a new app feature.

Create App Usage Metric

Create an app metric for usage.

Create Company

Create a company.

Create Contact

Create a contact.

Create Custom Field

Create a custom field.

Create Customer

Create a new customer.

Create Plan

Create an app plan.

Create Usage Event

Create a new usage event.

Delete App Feature

Remove an app feature within an organization.

Delete App Usage Metric

Remove an app's usage metric.

Delete Company

Remove a company.

Delete Contact

Remove a contact.

Delete Custom Field

Remove a custom field.

Get List of App Events

Obtain a list of all app events for a specific app.

Get List of App Features

Obtain a list of an app's features.

Get List of App Usage Metrics

Obtain a list of all app's usage metrics.

Get List of App's Plans

Obtain a list of app's plans.

Get List of Apps

Obtain a list of all apps that the authenticated user has permission to access.

Get List of Charges

Obtain a list of all charges for a specific organization.

Get List of Companies

Obtain a list of companies.

Get List of Contacts

Obtain a list of all contacts.

Get List of Custom Fields

Obtain a list of custom fields.

Get List of Customer Segments

Obtain a list of all customer segments for the authenticated organization. Only public segments are returned.

Get List of Customers

Obtain a list of all customers.

Get List of Subscriptions

Obtain a list of subscriptions across all apps and customers.

Get List of Transactions

Obtain a list of all transactions.

Get List of Usage Events

Obtain a list of usage events.

Get List of Users

Obtain a list of all users in an organization.

Remove Customer Tags

Remove tags from a customer.

Retrieve App

Grab all details about an app.

Retrieve App Event

Grab details for a single app event for a specific app.

Retrieve App Feature

Grab all details about an app feature within an organization.

Retrieve App Usage Metric

Grab all details about an app's usage metric.

Retrieve Company

Grab all details about a company.

Retrieve Contact

Grab all details about a contact.

Retrieve Custom Field

Grab all details about a custom field.

Retrieve Customer

Grab all details about a customer.

Retrieve Customer Segment

Grab all details about a customer segment.

Retrieve Organization

Grab all details about an organization.

Retrieve Subscription

Grab all details about a single subscription.

Retrieve Transaction

Grab all details about a transaction with the current organization.

Retrieve User

Grab all details about a user.

Unarchive Plan

Mark a plan as no longer deprecated. It can be mutated after being unarchived.

Update App Feature

Modify an app feature within an organization.

Update App Usage Metric

Modify an existing app's usage metric.

Update Company

Modify an existing company.

Update Contact

Modify an existing contact.

Update Custom Field

Modify an existing custom field.

Update Customer

Modify an existing customer.

Update Plan

Modify an existing plan. Certain properties like amount, interval, and currency code cannot be updated.

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.

View all

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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