# Simplify Document Management: How to Connect DocuSign with Albato — Albato Help Center

Source: https://albato.com/wiki/articles/docusign-automation-to-enhance-your-workflow

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# Simplify Document Management: How to Connect DocuSign with Albato

Last update:  
22/5/2026 · 3 min read

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IN THIS ARTICLE

[Docusign](https://albato.com/apps/docusign) is a top electronic signature and digital transaction management platform, helping organizations manage contracts and agreements securely and efficiently. It allows users to sign documents electronically from any device, anywhere in the world, simplifying and speeding up the process of obtaining signatures and approvals.

See how Albato can help you enhance the app’s usability!

**Available Triggers:**

> Triggers are events that trigger an automation. All triggers run in real time; that is, data is transferred the moment the event occurs.

-   Envelope status updated

**Available Actions:**

> Actions are what Albato performs when your automation is running. Actions also allow you to transfer data to other apps and systems.

-   Create signature request
-   Send envelope using template
-   Send envelope using document

## App connection

Before setting up automations with Docusign, connect the app to Albato.

1.  Log in to your Albato account. If you don't have an account, sign up [here](https://albato.com/).
    
2.  Go to the **Apps** section and click the **Add a connection** button.
    

Example.png

3.  In the search bar, type **Docusign** and select it from the menu. Then, click **Add a connection** to start the setup process.

Albato\_Docusign\_Select app.png

4.  Choose a Name for your connection and select an Environment, "Production" or "Developer". Then, click on **Continue** button.

Albato\_Docusign\_Connection fields.png

5.  Grant Albato access to your Docusign account.

Albato\_Docusign\_Grant Albato access.png

6.  Sign in to your Docusign account and click on **Allow Access**.

Albato\_Docusign\_Allow Acess.png

Once this process is done, you’ll see a success message and your Docusign account will be connected to Albato.

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