Connect DocuSign to Recall and automate your tasks

MESA's DocuSign to Recall 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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★★★★★ 4.9 rating on Shopify App Store

Why integrate DocuSign with Recall

The DocuSign to Recall 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.

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.

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.

Turn meeting transcripts into Shopify customer and order actions

When Recall.ai captures a sales or account call, MESA reads the transcript and updates the relevant Shopify customer record — notes, tags, lifecycle stage.

Create follow-up tasks from sales calls automatically

When a Recall.ai meeting ends, MESA extracts the commitments and next steps and creates tasks in ClickUp, Airtable, or Google Docs.

Alert your team when a call surfaces an urgent customer signal

When a Recall.ai transcript contains a churn signal, a complaint, or an upsell opportunity, MESA notifies the right person through Slack or email.

Build any DocuSign and Recall 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.

Transcript Created

• Transcript ID
• Status
• Recording ID
• Created At
• Formatted Transcript
• Raw Transcript Data
• Download URL

Click Agreed

• Account ID
• User ID
• Envelope ID
• Recipient ID
• Envelope Summary

Envelope Completed

• Account ID
• User ID
• Envelope ID
• Recipient ID
• Envelope Summary

Recipient Completed

• 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.

Ongoing optimization

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 Recall today.

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

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