DocuSign

Add DocuSign actions to your InvGate Service Management workflows

The DocuSign built-in action connector generates and sends an eSignature envelope as a step inside any InvGate Service Management workflow. Drag the action into the process, map the envelope fields, and the request moves forward on its own, with no Web Service call to build and no API code to maintain.

Why you should connect DocuSign to your workflows

Requests that need a signature usually stall at the hand-off: an agent leaves the ticket, opens DocuSign, creates the envelope, then comes back to update the request. Making the envelope a workflow step removes that gap. The process creates the document at the exact point in the flow where it belongs, and the ticket keeps the full record.

Benefits of integrating InvGate Service Management with DocuSign

DocuSign actions live in the Integrations section of the workflow editor and are available on Pro plans and above. Credentials are configured once and reused across every DocuSign action in the same workflow.

Fewer manual hand-offs

Signature requests are raised by the process, not by an agent switching tools, so nothing waits on someone remembering to send the document.

No custom integration to maintain

The action ships pre-built and tested. You configure credentials once in Global Credentials instead of constructing and debugging a Web Service call.

A complete audit trail

Because the envelope is created from the request, the document, the approval, and the ticket history stay together and in sync.