# Connect DocuSign to Rivo and automate your tasks ## Why integrate DocuSign with Rivo The DocuSign to Rivo 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. ### Keep loyalty status current across your marketing tools When a customer earns or redeems points in Rivo, MESA updates their record in Klaviyo, Shopify, and connected platforms in real time. Your segments, flows, and CRM always reflect where each customer stands in your program without manual list updates. ### Enroll customers in Rivo based on Shopify purchase behavior When a customer hits a condition in Shopify — a first purchase, a spend threshold, a product category — MESA adds them to Rivo and sets the right starting tier. Your loyalty program grows with your customer base without anyone managing enrollments by hand. ### Trigger loyalty rewards at the moments that drive retention When a customer reaches a milestone — a repeat purchase, a referral, a VIP threshold — MESA triggers the right Rivo action and can notify them through your preferred channel. Your program responds to behavior in real time, not on a delayed sync cycle. ## Build any DocuSign and Rivo 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 VIP Tier Updated - ID - Vip Tier ID - Started At - Internal Note - External Note - Customer - Vip Tier ###### Loyalty Points Earned - ID - Points Amount - Applied At - Internal Note - External Note - Event Type - Source - Customer ###### Points Redemption Created - Applied At - Code - Customer - Expires At - ID - Name - Points Amount - Referred Email - Refunded At - Reward - Terms Of Service - Reward ID - Source - Used At ###### Click Agreed - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Click Declined - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Envelope Completed - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Envelope Corrected - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Envelope Created - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Envelope Declined - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Envelope Deleted - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Envelope Delivered - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Envelope Discarded - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Envelope Purged - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Envelope Resent - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Envelope Sent - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Envelope Voided - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Recipient Authentication Failed - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Recipient Auto Responded - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Recipient Completed - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Recipient Declined - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Recipient Delegate - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Recipient Delivered - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Recipient Finish Later - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Recipient Reassigned - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Recipient Resent - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Recipient Sent - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Template Created - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Template Deleted - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Template Modified - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Add Points to Customer's Points Balance Create a points event to adjust a customers points balance. - Type - ID - Attributes ###### Create Points Redemption Redeem a reward for points. - Customer Identifier - Reward ID - Points Amount ###### Create Referral Create a referral. ###### Get List of Customers Obtain a list of customers. - Type - ID - Attributes ###### Get List of Earning Rules Obtain a list of earning rules. - Type - ID - Attributes ###### Get List of Points Events Obtain a list of points events. - Type - ID - Attributes ###### Get List of Points Redemptions Obtain a list of points redemptions. - Type - ID - Attributes ###### Get List of Referrals Obtain a list of referrals. ###### Get List of Rewards Obtain a list of rewards. - Type - ID - Attributes ###### Get List of VIP Tiers Obtain a list of VIP tiers. - Type - ID - Attributes ###### Retrieve Customer Grab all details about a customer. - Type - ID - Attributes ###### Retrieve VIP Tier Grab all details about a VIP tier. - Type - ID - Attributes ###### Update Customer Modify a customer. - Dob ###### Update Customer's VIP Tier Update a customer's VIP tier. - Vip Tier ID - Internal Note - Skip Email ###### 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 ###### Add New Step To Envelope's Workflow Add a new step to a workflow for an envelope. - Action - Completed Date - Delayed Routing - Item ID - Recipient Routing - Status - Triggered Date - Trigger On Item - Workflow Step ID ###### Add Or Replace Document in Envelope Appends or replaces a document in an envelope that's being processed or drafted. - 0 ###### Add Templates To Document in Envelope Append templates to an envelope's document. - Document End Page - Document ID - Document Start Page - Error Details - Template ID ###### Add Templates To Envelope Append templates to an envelope. - Document End Page - Document ID - Document Start Page - Error Details - Template ID ###### Adds Attachment To Draft or In-Process Envelope Appends an attachment to draft or in-process envelope. - Access Control - Attachment ID - Attachment Type - Error Details - Label - Name ###### Adds Multiple Attachments To Draft or In-Process Envelope Appends multiple attachments to a draft or in-process envelope. - Access Control - Attachment ID - Attachment Type - Error Details - Label - Name ###### Change Status of Envelope Transfer Rule Change the status of an envelope transfer rule between enabled and disabled. - Carbon Copy Original Owner - Enabled - Envelope Transfer Rule ID - Event Type - From Group - From User - Modified Date - Modified User - To Folder - To User ###### Change Status of Multiple Envelope Transfer Rules Change the status of one or more envelope transfer rules to enable/disable them. - End Position - Envelope Transfer Rules - Next Uri - Previous Uri - Result Set Size - Start Position - Total Set Size ###### 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 ###### 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. - Assertion ID - Authentication Instant - Authentication Method - Client U R Ls - Ping Frequency - Ping URL - Recipient ID - Return URL - Security Domain - X Frame Options - X Frame Options Allow From URL ###### Create Envelope Transfer Rule Create an envelope transfer rule. - Carbon Copy Original Owner - Enabled - Envelope Transfer Rule ID - Event Type - From Groups - From Users - Modified Date - Modified User - To Folder - To User ###### 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. - Display Anchor Prefix - Display Anchors - Display Order - Display Page Number - Document Guid - Document ID - Header Label - Max Screen Width - Remove Empty Tags - Show Mobile Optimized Toggle - Source ###### 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. - Envelope ID - Status - Status Date Time - Uri ###### Delete Custom Document Fields from Envelope Document Remove custom fields from an envelope document. - Error Details - Name - Original Value - Value ###### 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. - Bcc Email Address ID - Email ###### Delete Envelope Custom Fields for Draft or In-Process Envelope Remove custom fields from drafts or in-process envelopes. - Configuration Type - Error Details - Field ID - List Items - Name - Required - Show - Value ###### Delete Envelope Lock Remove the lock from an envelope while optionally saving or discarding changes made while the lock was active. - Error Code - Message ###### 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. - Access Code - Access Code Metadata - Add Access Code To Email - Additional Notifications - Allow System Override For Locked Recipient - Auto Responded Reason - Client User ID - Completed Count - Consent Details List - Declined Date Time - Declined Reason - Delivered Date Time - Delivery Method Metadata - Document Visibility - Email - Email Metadata - Email Notification - Email Recipient Post Signing U R L - Embedded Recipient Start U R L - Error Details - Excluded Documents - Fax Number Metadata - First Name - First Name Metadata - Full Name Metadata - ID Check Configuration Name - ID Check Configuration Name Metadata - ID Check Information Input - Identity Verification - Inherit Email Notification Configuration - Last Name - Last Name Metadata - Name - Name Metadata - Note - Note Metadata - Phone Number - Recipient Authentication Status - Recipient Feature Metadata - Recipient ID - Recipient ID Guid - Recipient Type - Recipient Type Metadata - Require ID Lookup - Require ID Lookup Metadata - Role Name - Routing Order - Routing Order Metadata - Sent Date Time - Signing Group ID - Signing Group ID Metadata - Signing Group Name - Signing Group Users - Sms Authentication - Social Authentications - Status - Status Code - Suppress Emails - Template Locked - Template Required - Total Tab Count - User ID ###### 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. - Access Control - Attachment ID - Attachment Type - Error Details - Label - Name ###### Get List of Document Page Images Based on Input Obtain a list of document pages' images based on input. - End Position - Next Uri - Pages - Previous Uri - Result Set Size - Start Position - Total Set Size ###### Get List of Email Setting Overrides for Envelope Obtain a list of email override settings for an envelope. - Bcc Email Address ID - Email ###### Get List of Envelope Tab Data for Envelope Download envelope and tab data from sent or shared envelopes. - Email Subject - Envelope ID - Form Data - Prefill Form Data - Recipient Form Data - Sent Date Time - Status ###### 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). - End Position - Envelope Transfer Rules - Next Uri - Previous Uri - Result Set Size - Start Position - Total Set Size ###### 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.