We highly recommend to contact integration platforms to figure out what metrics they can extract. Sometimes integration platforms don't have certain metrics out of the box, so it's better to contact them.
Useful integrations
1
Add a customer
(Quickbooks) when an envelope has been completed in DocuSign
2
Add a customer
(Quickbooks) when an envelope sent in DocuSign
3
Add a customer
(Quickbooks) when an envelope status has been changed in DocuSign
4
Add a customer
(Quickbooks) when a new event is created in DocuSign
5
Create or update a vendor
(Quickbooks) when an envelope has been completed in DocuSign
6
Create or update a vendor
(Quickbooks) when an envelope sent in DocuSign
7
Create or update a vendor
(Quickbooks) when an envelope status has been changed in DocuSign
8
Create or update a vendor
(Quickbooks) when a new event is created in DocuSign
9
Add a refund
(Quickbooks) when an envelope has been completed in DocuSign
10
Add a refund
(Quickbooks) when an envelope sent in DocuSign
11
Add a refund
(Quickbooks) when an envelope status has been changed in DocuSign
12
Add a refund
(Quickbooks) when a new event is created in DocuSign
13
Add an expense
(Quickbooks) when an envelope has been completed in DocuSign
14
Add an expense
(Quickbooks) when an envelope sent in DocuSign
15
Add an expense
(Quickbooks) when an envelope status has been changed in DocuSign
16
Add an expense
(Quickbooks) when a new event is created in DocuSign
17
Create or update an invoice
(Quickbooks) when an envelope has been completed in DocuSign
18
Create or update an invoice
(Quickbooks) when an envelope sent in DocuSign
19
Create or update an invoice
(Quickbooks) when an envelope status has been changed in DocuSign
20
Create or update an invoice
(Quickbooks) when a new event is created in DocuSign
21
Add an item to an invoice
(Quickbooks) when an envelope has been completed in DocuSign
22
Add an item to an invoice
(Quickbooks) when an envelope sent in DocuSign
23
Add an item to an invoice
(Quickbooks) when an envelope status has been changed in DocuSign
24
Add an item to an invoice
(Quickbooks) when a new event is created in DocuSign
25
Send an invoice
(Quickbooks) when an envelope has been completed in DocuSign
26
Send an invoice
(Quickbooks) when an envelope sent in DocuSign
27
Send an invoice
(Quickbooks) when an envelope status has been changed in DocuSign
28
Send an invoice
(Quickbooks) when a new event is created in DocuSign
29
Add a payment
(Quickbooks) when an envelope has been completed in DocuSign
30
Add a payment
(Quickbooks) when an envelope sent in DocuSign
31
Add a payment
(Quickbooks) when an envelope status has been changed in DocuSign
32
Add a payment
(Quickbooks) when a new event is created in DocuSign
More integrations
More integrations to Quickbooks
Create a list of all your transactions and double-check them with Quickbooks. Integrating payment providers through automation makes it easy to keep track of everything while you're busy running the business, and accounting teams are often more than happy to help automate their work in return for being able to spend less time on administrative tasks.
With these integrations, possibilities are near limitless and we're excited about sharing this opportunity with you.
Docusign is a leading document management tool. Do you want to get notifications when a contract is signed? Or probably you want to get all signed documents straight in your CRM? Yep, you can do all of this using no-code integration platforms. Check other integrations available for that powerful tool.