DocuSign to Smartrr Integration | MESA

Connect DocuSign to Smartrr and automate your tasks

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MESA's DocuSign to Smartrr 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 Smartrr

The DocuSign to Smartrr 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 subscription data with your marketing and CRM tools

When a customer subscribes, skips, or cancels in Smartrr, MESA updates their record across your connected platforms. Your email segments, loyalty program, and CRM always reflect current subscription status.

Customer experience →

Trigger retention workflows the moment a subscriber churns

When a cancellation or failed payment happens in Smartrr, MESA kicks off the right response — a win-back email, a Slack alert, a tag update in Shopify. You catch churn signals before they become lost customers.

Order automation →

Tag and segment subscribers based on their behavior

As customers interact with their Smartrr subscription — upgrading, pausing, adding products — MESA updates their Shopify tags and customer fields in real time. Your segments stay accurate without manual list management.

Build any DocuSign and Smartrr 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.

Payment Method Update

Starts when a payment method is updated.

Subscription Activate

Starts when a subscription is activated.

Subscription Cancel

Starts when a subscription is cancelled.

Subscription Create

Starts when a subscription is created.

Subscription Failed Payment

Starts when a payment failed for a subscription.

Subscription Gift

Starts when a subscription is gifted.

Subscription Pause

Starts when a subscription is paused.

Subscription Send Now

Starts when a subscription is sent now.

Subscription Set Next Date

Starts when a subscription's next date is set.

Subscription Skip

Starts when a subscription is skipped.

Subscription Successful Payment

Starts when a successful payment was made for a subscription.

Subscription Unskip

Starts when a subscription is unskipped.

Subscription Upcoming Order

Starts when a subscription has an upcoming order.

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.

Activate Purchase

Initiate a purchase.

Add Cancellation Reason

Append a cancellation reason.

Add Line Item To Purchase

Append a line item to a purchase.

Add Loyalty Points to Customer

Add loyalty points to an existing customer. Requires Smartrr's Excel plan.

Apply Discount on Purchase

Use a discount on a purchase.

Cancel Purchase

Cancel a purchase.

Complete Historical Orders Sync

Conduct a historical orders sync.

Create Purchase State

Create a purchase state.

Delete Cancellation Reason

Remove a cancellation reason.

Delete Discount on Purchase

Remove a discount on a purchase.

Get List of Addons Configs

Obtain a list of addons configs.

Get List of Bill Audit History

Obtain a list of bill audit history.

Get List of Bills

Obtain a list of bills.

Get List of Bills by Shopify Subscription Id

Obtain a list of bills by Shopify subscription id.

Get List of Cancellation Reasons

Obtain a list of cancellation reasons.

Get List of Customer Portal Themes

Obtain a list of customer portal themes.

Get List of Customer Relationships

Obtain a list of customer relationships.

Get List of Events by Shopify Subscription Id

Obtain a list of events by Shopify subscription id.

Get List of Formatted Orders

Obtain a list of formatted orders.

Get List of Orders

Obtain a list of orders.

Get List of Orders by Shopify Subscription Id

Obtain a list of orders by Shopify subscription id.

Get List of Payment Methods

Obtain a list of payment methods.

Get List of Purchasable Collections

Obtain a list of purchasable collections.

Get List of Purchasables

Obtain a list of purchasables.

Get List of Purchase State Line Items

Obtain a list of purchase state line items.

Get List of Purchase States

Obtain a list of purchase states

Get List of Selling Plan Groups

Obtain a list of selling plan groups.

Import Customer Relationship from Shopify Customer

Bring in a customer relationship from a Shopify customer.

Import Customer's Payment Methods from Shopify

Bring in a customer's payment method from Shopify.

Migrate Recharge Purchase State

Migrate a Recharge purchase state.

Pause Purchase

Halt a purchase.

Remove Line Item from Purchase State.

Delete line item from purchase state.

Retries Bill

Retries a bill.

Retrieve Purchase State by Shopify Subscription Id

Grab all details about purchase state by Shopify subscription id.

Retrieve Setup Status for Organization

Get the setup status for an organization.

Rollback Recharge Purchase State

Revert a Recharge purchase state.

Set Next Billing Date on Purchase

Establish a next billing date on purchase.

Set Selling Plan on Purchase

Establish a selling plan on purchase.

Skip Purchase

Omit a purchase.

Swap Purchase State Line Items

Swap the purchase state of line items.

Unskip Purchase

Resume a purchase.

Update Address on Purchase State

Modify address on purchase state.

Update Cancellation Reason

Modify a cancellation reason.

Update Customer Portal Theme

Modify a customer portal theme.

Update External Subscription Dates on Purchase State

Modify external subscription dates on purchase state.

Update Line Item on Purchase State

Modify the purchase state of a specific line item.

Update Purchasable Theme

Modify a purchasable theme.

Update Setup Status for Organization

Modify setup status for an organization.

Update Shipping Price on Purchase State

Modify shipping price on purchase state.

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.

Integrate DocuSign with Smartrr today.

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