Arrow pointing right

Connect Docusign to Gmail like Magic

How to Use Magical to Transfer Data from Docusign to Gmail
Book a Demo
Connect your apps with ease

Transfer Data from Docusign to Gmail: A Step-by-Step Guide

With Magical, you can transfer data from Docusign to Gmail in seconds – no complex integrations or code required. In this post, we'll discuss what Magical is, how to install it, and how to use Magical to transfer data from Docusign to Gmail, helping you speed up your document management and email communication processes.

Book a Demo

More Docusign integrations with Magical

What Docusign data can you transfer

Magical enables you to transfer a wide array of data from Docusign to Gmail. Here are some examples of the information you can extract:

Document Name
Signer Name
Signer Email
Document Status
And move more types of information by creating your own custom labels.

How to Transfer data from Docusign to Gmail using Magical?

Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Docusign to Gmail for more efficient document management. Follow these steps:

  1. Sign in to your Docusign account and open the document containing the data you want to transfer, such as document name, status, recipient email, and signature date.
  2. In Docusign, label the information you want to transfer with Magical, like Document Name, Document Status, Recipient Email, or Signature Date.
  3. Sign in to your Gmail account and open the email where you want to add the Docusign data.
  4. Type "//" in an empty field and select the information you want to transfer from Docusign such as Document Name, Document Status, etc.
  5. The next time you fill out an email, Magical will automatically transfer all the fields into the form with one click.

About Docusign and Gmail

Swift and efficient document management is crucial to maintaining smooth business operations. Docusign is a powerful e-signature platform and Gmail is a robust email communication tool. Combining the capabilities of these two platforms can significantly enhance your document management efforts. By leveraging Magical, you can easily move information from Docusign to Gmail, allowing you to focus on managing your documents and improving your communication efficiency.

Other ways to connect DocuSign and Gmail

Using Zapier

Zapier provides a seamless connection between Docusign and Gmail, allowing for automatic data transfer between the two platforms without the need for coding. This integration offers a variety of triggers and actions, enabling you to automate workflows and save time

Using an API

An additional approach to integrate Docusign and Gmail is by directly utilizing their APIs. By integrating both APIs, you empower teams with real-time document insights, fostering improved communication and a superior document management experience. To employ this method, refer to their respective API documentation.

Have an integration in mind?

We can connect ANY app. We'll show you how in 15 mins, and if not, we'll give you $100 for your time.
Book a time

Common questions

WHAT IS MAGICAL

Magical is a chrome extension that allows users to extract information from any website without complex integrations or APIs. You can run it on DocuSign and transfer data directly to Gmail. The extension is designed to simplify the process of data collection by automating the extraction of information from DocuSign. Magical is free, easy to use, and it can save you a lot of time and effort.

HOW TO INSTALL MAGICAL

To start using GetMagical, you need to install the chrome extension. Click the button below to install, or follow the steps to download directly from the Chrome web store.

Ready to save time with Magical?

Book a Demo
Chrome Store · 4.6 stars · 3,200+ reviews