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Get Started FreeTrigger when a status of the envelope changed.
Triggers when you close a conversation. (Note: The "Reply and close" button won't trigger this. You must reply and then close the conversation separately).
Triggers when a new conversation is created by a user in Intercom.
Triggers when a new Lead is created.
Triggers when a new ticket is created.
Triggers when a new user is created.
Triggers when a ticket is updated.
Create Signature Request
Send Envelope
create a note within Intercom
Create or update an Intercom lead. If an ID is provided, the lead will be updated.
Update a user within Intercom given their e-mail address.
Send a message from a user into your Intercom app. Note: you must have a valid plan on Intercom to access this action.
Update a ticket within Intercom
Trigger when a status of the envelope changed.
Triggers when you close a conversation. (Note: The "Reply and close" button won't trigger this. You must reply and then close the conversation separately).
Triggers when a new conversation is created by a user in Intercom.
Triggers when a new Lead is created.
Triggers when a new ticket is created.
Triggers when a new user is created.
Triggers when a ticket is updated.
Create Signature Request
Send Envelope
create a note within Intercom
Create or update an Intercom lead. If an ID is provided, the lead will be updated.
Update a user within Intercom given their e-mail address.
Send a message from a user into your Intercom app. Note: you must have a valid plan on Intercom to access this action.
Update a ticket within Intercom
Choose DocuSign as the trigger app, select event, authenticate & successfully Test
After completing the trigger test, select Intercom as the action app from the list.
Connect your Intercom account & authenticate it.
Select the data you want to send from DocuSign to Intercom & your AI Agent is ready!
New Update Envelope
Create/Update Lead
New Update Envelope
Create/Update User
New Update Envelope
Send Incoming Message
Docusign is cloud-based eSignature software with the most accurate and secure way to sign and send documents for business, legal, and medical use. Docusign is also used as a powerful workflow tool for eContracts, and e-invoicing.
Intercom is a customer communication platform built for business, used by many businesses from small start-ups to global enterprises. It enables targeted communication with customers on your website, inside your web and mobile apps, and by e-mail.
The integration between DocuSign and Intercom is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
While assessing the security of integrating DocuSign with Intercom, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the DocuSign-Intercom integration:
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