DocuSign to Square Integration | MESA

Connect DocuSign to Square and automate your tasks

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MESA's DocuSign to Square 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 Square

The DocuSign to Square 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 Square transactions into your Shopify customer records

When a purchase is made in Square — in-store, at an event, at a pop-up — MESA creates or updates the customer's record in Shopify. Your ecommerce and physical sales channels share a single view of every customer.

Inventory management →

Keep inventory accurate across Square and Shopify

When a sale is made in Square, MESA updates the corresponding stock level in Shopify. Your online storefront reflects what was just sold in person without a manual sync between your point-of-sale and your store.

Customer experience →

Trigger post-purchase workflows from Square transactions

When a customer buys in Square, MESA kicks off the right next step in Shopify — adding a tag, enrolling them in a Klaviyo flow, updating a loyalty record. Your in-person sales feed the same automation as your online ones.

Build any DocuSign and Square 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.

Catalog Item Created

Starts when a catalog item is created.

Catalog Item Updated

Starts when a catalog item is updated.

Customer Created

Starts when a customer is created.

Customer Updated

Starts when a customer is updated.

Invoice Added

Starts when an invoice is added.

Order Created

Starts when an order is created.

Order Updated

Starts when an order is updated.

Payment Created

Starts when a payment is created.

Payment Updated

Starts when a payment is updated.

Payout Created

Starts when a payout from the default location (associated with the seller) is created.

Refund Created

Starts when a refund is created.

Refund Updated

Starts when a refund is updated.

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.

Accept Dispute

Accept the loss on a dispute.

Accumulate Loyalty Points

Add points earned from a purchase to a loyalty account.

Add Group to Customer

Add a group membership to a customer.

Adjust Loyalty Points

Add points to or subtract points from a buyer's account.

Calculate Loyalty Points

Calculate the number of points a buyer can earn from a purchase.

Calculate Order

Enables applications to preview order pricing without creating an order.

Cancel Booking

Cancel a booking.

Cancel Payment

Cancel a payment.

Cancel Subscription

Cancel a subscription.

Cancel Terminal Checkout

Cancel a terminal checkout.

Complete Payment

Complete a payment.

Create Booking

Create a booking.

Create Break Type

Create a new break type.

Create Card

Add a card on file to an existing merchant.

Create Checkout

Create a checkout.

Create Customer

Create a new customer for the business, which can have associated cards on file.

Create Customer Card

Add a card on file to an existing customer.

Create Customer Group

Create a customer group.

Create Dispute Evidence File

Upload a file to use as evidence in a dispute challenge.

Create Dispute Evidence Text

Upload text to use as evidence for a dispute challenge.

Create Gift Card

Create a gift card.

Create Gift Card Activity

Create a gift card activity to manage the balance or state of a gift card.

Create Invoice

Create an invoice.

Create Location

Create a location.

Create Location Transaction

Create a location transaction.

Create Loyalty Account

Create a loyalty account.

Create Loyalty Rewards

Create a loyalty reward.

Create Order Shipment

Create an order shipment.

Create Payment

Create a payment.

Create Refund

Initiates a refund for a previously charged tender.

Create Shift

Create a new shift.

Create Subscription

Create a subscription.

Create Team Member

Create a team member.

Create Terminal Checkout

Create a terminal checkout.

Delete Break Type

Remove a break type.

Delete Catalog Object

Remove a catalog object.

Delete Customer

Remove a customer.

Delete Customer Card

Remove a card on file from a customer.

Delete Customer Group

Remove a customer group.

Delete Dispute

Remove a specified evidence from a dispute.

Delete Group from Customer

Remove a customer from a business.

Delete Invoice

Remove an invoice.

Delete Loyalty Reward

Remove a loyalty reward.

Delete Shift

Remove a shift.

Disable Card

Disable a card, preventing any further updates or changes.

Get List of Additional Recipient Receivables

Obtain a list of additional recipient receivables.

Get List of Additional Recipient Receivables Refunds

Obtain a list of additional recipient receivables refunds.

Get List of Bank Accounts

Obtain a list of bank accounts linked to a Square account.

Get List of Cards

Obtain a list of cards owned by the account.

Get List of Catalog

Obtain a list of catalog objects.

Get List of Customer Groups

Obtain a list of customer groups.

Get List of Customer Segments

Obtain a list of customer segments.

Get List of Customers

Obtain a list of customers.

Get List of Dispute Evidence

Obtain a list of evidence associated with a dispute.

Get List of Disputes

Obtain a list of disputes.

Get List of Employee Wages

Obtain a list of employee wages.

Get List of Employees

Obtain a list of employees.

Get List of Invoices

Obtain a list of invoices.

Get List of Locations

Obtain a list of all of a seller's locations.

Get List of Loyalty Programs

Obtain a list of loyalty programs.

Get List of Merchants

Obtain a list of merchants.

Get List of Payment Refunds

Obtain a list of payment refunds.

Get List of Payments

Obtain a list of payments.

Get List of Refunds

Obtain a list of refunds.

Get List of Sites

Obtain a list of Square Online sites that belong to a seller.

Get List of Subscription Events

Obtain a list of subscription events.

Get List of Team Member Booking Profiles

Obtain a list of booking profiles for team members.

Get List of Team Member Wages

Obtain a list of team member wages.

Get List of Transactions

Obtain a list of transactions for a particular location.

Get List of Workweek Configs

Obtain a list of workweek configs instances for a business.

Link Customer to Gift Card

Link a customer to a gift card, which is also referred to as adding a card on file.

List Break Type

Get list of all break types

Pay Order

Pay for an order using one or more approved payments or settle an order with a total of 0.

Publish Invoice

Publish the specified draft invoice.

Redeem Loyalty Rewards

Redeem a loyalty reward.

Refund Payment

Refund a payment.

Register Domain

Activates a domain for us with Apple Pay on the Web and Square.

Retrieve Bank Account

Grab all details about a bank account.

Retrieve Bank Account by V1 ID

Grab all details about a bank account by V1 bank account id.

Retrieve Booking

Grab all details about a booking.

Retrieve Break Type

Grab all details about a break type.

Retrieve Card

Grab all details about a card.

Retrieve Catalog Object

Grab all details about a catalog object.

Retrieve Customer

Grab all details about a customer.

Retrieve Customer Group

Grab all details about a customer group.

Retrieve Customer Segments

Grab all details about a customer segment.

Retrieve Dispute

Grab all details about a dispute.

Retrieve Dispute Evidence

Grab all details about a dispute evidence.

Retrieve Employee

Grab all details about an employee.

Retrieve Employee Wage

Grab all details about an employee's wage.

Retrieve Gift Card

Grab all details about a gift card.

Retrieve Inventory Adjustment

Grab all details about an inventory adjustment.

Retrieve Inventory Changes

Grab all details about an inventory change.

Retrieve Inventory Count

Grab the inventory count for a given catalog.

Retrieve Inventory Physical Count

Grab the inventory physical count.

Retrieve Invoice

Grab all details about an invoice

Retrieve Location

Grab all details about a location's details.

Retrieve Loyalty Account

Grab all details about a loyalty account.

Retrieve Loyalty Reward

Grab all details about a loyalty reward.

Retrieve Merchant

Grab all details about a merchant.

Retrieve Order

Grab all details about an order.

Retrieve Payment

Grab all details about a payment.

Retrieve Payment Refund

Grab all details about a payment refund.

Retrieve Shift

Grab all details about a shift.

Retrieve Subscription

Grab all details about a subscription.

Retrieve Team Member

Grab all details about a team member.

Retrieve Terminal Checkout

Grab all details about a terminal checkout.

Retrieve Transaction

Grab all details about a transaction.

Retrieve Wage Setting

Grab all details about a wage setting.

Search Availability

Search availabilities for booking.

Search Catalog

Search for a catalog.

Search Customer

Search for a customer.

Search for Catalog Item

Search for a catalog item.

Search Invoice

Search for an invoice.

Search Loyalty Account

Search for a loyalty account.

Search Loyalty Event

Search for a loyalty event.

Search Loyalty Rewards

Search for a loyalty reward.

Search Shifts

Search for a shift.

Search Subscription

Search for a subscription.

Search Team Members

Search for a team member.

Search Terminal Checkout

Search for a terminal checkout.

Searchorders /V2/Orders/Search

SearchOrders

Submit Evidence

Submit evidence to the cardholder's bank.

Update Booking

Modify a booking's details.

Update Break Type

Modify a break type's details.

Update Customer

Modify a customer's details.

Update Customer Group

Modify a customer group.

Update Inventory

Modify inventory for an item.

Update Invoice

Modify an invoice's details.

Update Item Modifier Lists

Modify a catalog modifier list object that apply to the targeted catalog item.

Update Item Taxes

Modify a catalog tax object that apply to the targeted catalog item.

Update Location

Modify a location's details.

Update Order Fulfillment

Modify an order fulfillment's details.

Update Shift

Modify a shift's details.

Update Subscription

Modify a subscription's details.

Update Team Member

Modify a team member's details.

Update Wage Setting

Modify a wage setting's details.

Update Workweek Config

Modify a workweek's config details.

Void Transaction

Cancel a transaction.

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.

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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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