Connectors
DocuSign
Connecting DocuSign to PYLO, what it brings and how to tell it is working.
DocuSign connects to PYLO so that:
- A lead's contract moves to sent, viewed and signed on its own as the envelope does, so nobody has to mark it by hand.
- Contracts sent and signed in a period, and the share signed.
Connecting
DocuSign connects by an address PYLO gives you, which the tool posts to. Open Settings, then Integrations, then DocuSign.
- Create the address below and copy it.
- In DocuSign, open Settings, then Connect, and add a configuration. Paste the address as the URL, set the data format to JSON, tick Include Recipients, and tick the envelope events Sent, Delivered, Completed, Declined and Voided.
- Send one envelope to a lead PYLO already has. This page says connected when its first event arrives.
Before you start: PYLO reads this platform's deliveries as its documentation describes them, and has not yet seen a live one. Send one test document after setting up, and check the lead's contract moves.
What PYLO reads
- Each envelope's status: sent, viewed, signed, declined or voided
- The signers' email addresses, to find the lead
It does not read:
- The document itself
- Envelopes sent before the address was set up
- A signer who is not already a lead in PYLO
DocuSign's own documentation: https://developers.docusign.com/platform/webhooks/connect/