How to Send Funnel Builder Data to DocuSign

DocuSign is a document signing platform. Funnel Builder manages a visitor submits a form or completes a step in a funnel, but sending that data to external platforms needs an integration. AFI bridges that gap to DocuSign.

Why not just use Zapier?

For connecting Funnel Builder 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 Funnel Builder 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 Funnel Builder to DocuSign.

2. Pick your trigger

Select Funnel Builder as the form provider. AFI fires when a visitor submits a form or completes a step in a funnel, giving you access to visitor name, email, phone, funnel step, and custom field values.

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 Funnel Builder field on the right. Common mappings include visitor name, email, phone, funnel step, and custom field values. You can also use smart tags like {{_submission_date}}.

5. Add conditions if needed

Only want to send certain records? Set up a conditional rule based on any field value.

6. Save and test

Click Save Integration. Trigger a test event in Funnel Builder. 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 records. Pro adds custom field mapping and template selection. No per-record fees on any plan.

Frequently asked questions

Which Funnel Builder events trigger the integration?

AFI fires when a visitor submits a form or completes a step in a funnel. This covers new submissions and relevant status changes.

Will adding this slow down my site?

No. AFI sends data to the destination after the event completes. Your site performance is not affected.

Can I send data to multiple platforms?

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

Get started

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