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Hi everyone,

I’d like to automate a process between HubSpot and DocuSign where a document is sent out for signature to an external recipient (e.g. a client), without me, as the sender, being required to sign it.

Here’s the situation:

  • I’m using HubSpot to trigger workflows.

  • I want HubSpot to automatically trigger a DocuSign envelope when a condition is met (e.g. deal stage changes).

  • The envelope should go only to the external signer.

  • I, the internal sender, do not need to sign the document, and ideally shouldn’t have to interact with the envelope manually.

  • I'm concerned because my user is secured with 2FA, and I want to make sure I can still automate this securely.

My questions:

  1. Is it possible to use the DocuSign integration (or API via middleware like Zapier/Make/Tray.io) to send a signature request without the sender being a signer?

  2. How would you structure the envelope and workflow to make this happen securely?

  3. Does the 2FA requirement on my account limit these automations in any way?

Any tips or examples would be appreciated!

Thanks in advance!

J

Hi J.

  1. If you don't have any fields assigned to your user (email), then it won't ask you to sign the document.
  2. We recommend only assigning fields to the recipient (signer) that will receive the document for signature
  3. The 2FA should not impact, but we recommend creating a free account at https://www.docusign.com/developers/sandbox  , create a template and test it with HubSpot. During the creation of the envelope, create fields only the recipient that should sign the document.
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