DocuSign integration
Updated over a week ago

Advanced Rules are available only on the Mixmax Enterprise plan. Check out our pricing page for more information.

With Mixmax's DocuSign integration, you can create a Rule to notify your team when a DocuSign envelope is signed. To create rules, you'll need Mixmax's Enterprise plan. To connect with DocuSign, you'll need DocuSign's Enterprise plan.

Here's how to set it up:

1. Go to the Integrations page in the Mixmax web app and click Connect to DocuSign.

Connecting to DocuSign

2. Enter your DocuSign credentials.

3. Go to the Rules section of the Mixmax dashboard. Create a new rule:

a. Choose a trigger: Click DocuSign.

DocuSign as a trigger app

b. Choose a filter (optional): You can add a filter. For example, you only get notifications when a document with a particular filename is signed.

Adding a filter

c. Choose an action: In this example, we'll send a message to a Slack channel.

Slack as an action app
Setting up Slack action

Want to do more with DocuSign? Let us know what you'd like to see!

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