How to Send Easy Digital Downloads Orders to DocuSign

DocuSign is a document signing platform. Easy Digital Downloads handles digital product sales beautifully, but sending that data to external platforms needs an integration. AFI bridges that gap to DocuSign.

Why not just use Zapier?

For connecting Easy Digital Downloads to document signing, a cloud automation service adds cost and a dependency on an external server. AFI runs on your site with no task limits.

What you will need

• A WordPress site with Easy Digital Downloads installed and configured.
• A DocuSign account.
• The Advanced Form Integration plugin (free from WordPress.org).

Connect DocuSign to AFI

DocuSign uses OAuth 2.0 for authentication. In AFI → Settings → DocuSign, click Authorize and grant access. This is a one-time step.

Setting up the integration

1. Create a new integration

Go to AFI → Add New. Name it Easy Digital Downloads to DocuSign.

2. Pick your trigger

Select Easy Digital Downloads as the form provider. AFI fires when a purchase is completed, giving you access to customer details, product information, payment data, and download links.

3. Select DocuSign as the destination

Choose DocuSign from the platform dropdown and pick Send Envelope. This creates and sends an envelope in DocuSign.

4. Map fields

Match each DocuSign field on the left to the corresponding Easy Digital Downloads field on the right. Common mappings include customer name, email, product details, and order total. You can also use smart tags like {{_submission_date}}.

5. Add conditions if needed

Only want to send certain purchases? Set up a conditional rule. For example, only sync completed payments or specific products.

6. Save and test

Click Save Integration. Place a test purchase in your Easy Digital Downloads store. Check DocuSign to confirm the data arrived. If anything looks wrong, open AFI → Log to see the exact request and response.

Free vs Pro

The free version maps recipient email and name to DocuSign with unlimited orders. Pro adds custom field mapping and template selection. No per-order fees on any plan.

Frequently asked questions

Which Easy Digital Downloads events trigger the integration?

AFI fires when a purchase is completed. This covers new sales, including customer details and product information.

Will adding this slow down my checkout?

No. AFI sends data to the destination after the purchase is processed. Your customers complete checkout normally without any delay.

Can I send purchases to multiple platforms?

Yes. Create a separate integration for each destination, and every purchase flows to all of them simultaneously.

Get started

Install Advanced Form Integration free from WordPress.org and connect Easy Digital Downloads to DocuSign in minutes.