How to Send CartFlows Orders to DocuSign

DocuSign is a document signing platform. CartFlows processes an order is completed through a flow beautifully, but sending that data to external platforms needs an integration. AFI bridges that gap to DocuSign.

Why not just use Zapier?

For connecting 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 CartFlows 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 CartFlows to DocuSign.

2. Pick your trigger

Select CartFlows as the form provider. AFI fires when an order is completed through a flow, giving you access to customer details, product information, and order totals.

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 CartFlows 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 orders? Set up a conditional rule based on any field value.

6. Save and test

Click Save Integration. Place a test order in your CartFlows 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 CartFlows events trigger the integration?

AFI fires when an order is completed through a flow. This covers new orders, customer details, and product information.

Will adding this slow down my checkout?

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

Can I send orders to multiple platforms?

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

Get started

Install Advanced Form Integration free from WordPress.org and connect CartFlows to DocuSign in minutes.