Connect DocuSign to SMS and automate your tasks

Why integrate DocuSign with SMS

The DocuSign to SMS 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.

Notify customers the moment their order ships

When a fulfillment event fires in Shopify, MESA sends a text with the tracking number and carrier info. Customers get the update before they even think to check their email.

Alert staff when an order needs attention

When a high-value order is flagged, a payment fails, or a return is requested, MESA texts the right team member. Issues get eyes on them in seconds, not hours.

Send delivery confirmations straight to customers

When Package Tracking registers a successful delivery, MESA fires a confirmation text. Customers know their package arrived — and your support queue shrinks.

Build any DocuSign and SMS 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.

Click Agreed

Starts when a recipient accepts an Elastic template.

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

Click Declined

Starts when a recipient declines an Elastic template.

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

Envelope Completed

Starts when an envelope has been completed by all recipients.

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

Envelope Corrected

Starts when an envelope is corrected.

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

Envelope Created

Starts when a new envelope is created.

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

Envelope Declined

Starts when an envelope has been declined by one of the recipients.

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

Envelope Deleted

Starts when an already-sent envelope is deleted.

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

Envelope Delivered

Starts when all recipients have opened the envelope through the DocuSign signing website.

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

Envelope Discarded

Starts when an envelope in a created or draft state is deleted.

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

...and more!

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.

Integrate DocuSign with SMS today.

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