5 Ways To Integrate Docusign With Wordpress Gravity Forms

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In today's digital age, businesses and individuals alike are constantly seeking ways to streamline their workflow, increase efficiency, and reduce paperwork. Two popular tools that can help achieve these goals are Docusign and Wordpress Gravity Forms. Docusign is a leading electronic signature platform, while Gravity Forms is a powerful form builder for Wordpress. By integrating these two tools, users can create a seamless and automated workflow for collecting signatures, managing forms, and storing data. In this article, we'll explore five ways to integrate Docusign with Wordpress Gravity Forms.

What is Docusign and How Does it Work?

Before we dive into the integration methods, let's take a brief look at what Docusign is and how it works. Docusign is an electronic signature platform that allows users to send, sign, and manage documents online. The platform provides a secure and compliant way to obtain signatures, track documents, and automate workflows. With Docusign, users can upload documents, add signature fields, and send them to recipients via email or a shared link.

What is Wordpress Gravity Forms and How Does it Work?

Gravity Forms is a popular form builder plugin for Wordpress that allows users to create custom forms, surveys, and quizzes. The plugin provides a user-friendly interface for building forms, with features such as conditional logic, file uploads, and integrations with third-party services. With Gravity Forms, users can create complex forms with ease, manage submissions, and automate workflows.

Method 1: Using the Docusign Gravity Forms Add-On

The easiest way to integrate Docusign with Wordpress Gravity Forms is by using the Docusign Gravity Forms Add-On. This add-on allows users to send forms from Gravity Forms to Docusign for electronic signatures. To get started, users need to install and configure the add-on, then connect their Docusign account to Gravity Forms. Once connected, users can select which forms to send to Docusign and configure the signature fields.

Benefits of Using the Docusign Gravity Forms Add-On

Using the Docusign Gravity Forms Add-On provides several benefits, including:

• Easy setup and configuration
• Seamless integration with Docusign
• Automatic sending of forms to Docusign
• Support for multiple signature fields

How to Install and Configure the Docusign Gravity Forms Add-On

To install and configure the Docusign Gravity Forms Add-On, follow these steps:

1. Download and install the add-on from the Wordpress plugin repository.
2. Activate the add-on and navigate to the Gravity Forms settings page.
3. Click on the "Docusign" tab and enter your Docusign account credentials.
4. Configure the signature fields and settings as desired.

Method 2: Using Zapier to Integrate Docusign with Gravity Forms

Another way to integrate Docusign with Wordpress Gravity Forms is by using Zapier. Zapier is a popular automation tool that allows users to connect different apps and services. With Zapier, users can create a "zap" that sends form submissions from Gravity Forms to Docusign for electronic signatures.

Benefits of Using Zapier to Integrate Docusign with Gravity Forms

Using Zapier to integrate Docusign with Gravity Forms provides several benefits, including:

• Easy setup and configuration
• Support for multiple Docusign accounts
• Automatic sending of forms to Docusign

How to Use Zapier to Integrate Docusign with Gravity Forms

To use Zapier to integrate Docusign with Gravity Forms, follow these steps:

1. Create a new zap in Zapier and select Gravity Forms as the trigger app.
2. Connect your Gravity Forms account to Zapier.
3. Select Docusign as the action app and connect your Docusign account to Zapier.
4. Configure the signature fields and settings as desired.

Method 3: Using Webhooks to Integrate Docusign with Gravity Forms

Another way to integrate Docusign with Wordpress Gravity Forms is by using webhooks. Webhooks allow users to send data from Gravity Forms to Docusign in real-time. With webhooks, users can send form submissions to Docusign for electronic signatures.

Benefits of Using Webhooks to Integrate Docusign with Gravity Forms

Using webhooks to integrate Docusign with Gravity Forms provides several benefits, including:

• Real-time sending of forms to Docusign
• Support for multiple Docusign accounts
• Automatic sending of forms to Docusign

How to Use Webhooks to Integrate Docusign with Gravity Forms

To use webhooks to integrate Docusign with Gravity Forms, follow these steps:

1. Create a new webhook in Gravity Forms and select Docusign as the recipient.
2. Configure the signature fields and settings as desired.
3. Save the webhook and test it to ensure it's working correctly.

Method 4: Using the Docusign API to Integrate with Gravity Forms

For more advanced users, integrating Docusign with Wordpress Gravity Forms using the Docusign API is another option. The Docusign API provides a powerful way to integrate Docusign with Gravity Forms, allowing users to send forms, manage signatures, and retrieve data.

Benefits of Using the Docusign API to Integrate with Gravity Forms

Using the Docusign API to integrate with Gravity Forms provides several benefits, including:

• Advanced customization options
• Support for multiple Docusign accounts
• Automatic sending of forms to Docusign

How to Use the Docusign API to Integrate with Gravity Forms

To use the Docusign API to integrate with Gravity Forms, follow these steps:

1. Obtain a Docusign API key and access token.
2. Install and configure the Docusign API plugin for Gravity Forms.
3. Configure the signature fields and settings as desired.

Method 5: Using a Third-Party Plugin to Integrate Docusign with Gravity Forms

Finally, another way to integrate Docusign with Wordpress Gravity Forms is by using a third-party plugin. There are several plugins available that provide integration with Docusign, including the Docusign Gravity Forms Add-On and the WP Docusign plugin.

Benefits of Using a Third-Party Plugin to Integrate Docusign with Gravity Forms

Using a third-party plugin to integrate Docusign with Gravity Forms provides several benefits, including:

• Easy setup and configuration
• Support for multiple Docusign accounts
• Automatic sending of forms to Docusign

How to Use a Third-Party Plugin to Integrate Docusign with Gravity Forms

To use a third-party plugin to integrate Docusign with Gravity Forms, follow these steps:

1. Install and activate the plugin.
2. Configure the plugin settings as desired.
3. Test the plugin to ensure it's working correctly.

Get Started with Docusign and Gravity Forms Today!

Integrating Docusign with Wordpress Gravity Forms can help streamline your workflow, reduce paperwork, and increase efficiency. Whether you choose to use the Docusign Gravity Forms Add-On, Zapier, webhooks, the Docusign API, or a third-party plugin, getting started is easy. Simply follow the steps outlined in this article, and you'll be on your way to a more automated and efficient workflow.