How to Send MailPoet Data to DocuSign

DocuSign is a document signing platform. MailPoet manages a subscriber joins a list or a newsletter form is submitted, but sending that data to external platforms needs an integration. AFI bridges that gap to DocuSign.

Why not just use Zapier?

For connecting MailPoet 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 MailPoet 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 MailPoet to DocuSign.

2. Pick your trigger

Select MailPoet as the form provider. AFI fires when a subscriber joins a list or a newsletter form is submitted, giving you access to subscriber name, email, list ID, and subscription status.

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 MailPoet field on the right. Common mappings include subscriber name, email, list ID, and subscription status. 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 MailPoet. 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 MailPoet events trigger the integration?

AFI fires when a subscriber joins a list or a newsletter form is submitted. 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 MailPoet to DocuSign in minutes.