Request document signatures from inbound email inquiries

When a new email is received in Connect 365, automatically send a standard agreement envelope for signature using DocuSign.

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See all Connect 365 + DocuSign integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Connect 365 Explore Connect 365 →

Triggers

Email received

Fires when a new email arrives in Connect 365.

Email sent

Fires when an email is sent from Connect 365.

Email opened

Fires when a tracked email sent via Connect 365 is opened.

Email bounced

Fires when an email sent via Connect 365 bounces.

Actions

Send email

Sends an email via Connect 365.

Create draft

Creates a draft email in Connect 365.

Add label

Applies a label or folder to an email in Connect 365.

Move to folder

Moves an email into a different folder in Connect 365.

DocuSign Explore DocuSign →

Triggers

Envelope sent

Fires when a document is sent for signature in DocuSign.

Envelope signed

Fires when all parties have signed a document in DocuSign.

Envelope declined

Fires when a signer declines to sign in DocuSign.

Envelope voided

Fires when a pending envelope in DocuSign is voided.

Actions

Send envelope for signature

Sends a document out for signature via DocuSign.

Void envelope

Voids a pending envelope in DocuSign.

Get envelope status

Checks a document's signing status in DocuSign.

Create template

Creates a reusable signing template in DocuSign.

Notify account managers when contracts are signed When a signee completes an envelope in DocuSign, automatically send a confirmation email via Connect 365 to all project stakeholders. See details

Draft email follow-ups for declined agreements When a recipient declines an envelope in DocuSign, create a draft email in Connect 365 so team members can follow up personally. See details

See all Connect 365 + DocuSign integrations → · Browse the full workflow library →

Enterprise-grade security

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FAQ

Common questions

Can Knit build “Request document signatures from inbound email inquiries” between Connect 365 and DocuSign?

Yes — describe it in the box above and Knit's Integrations Agent researches Connect 365 and DocuSign's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

Why integrate DocuSign with Connect 365?

It ensures your team gets immediate inbox alerts when documents are completed or declined, preventing deal delays.

Can I kick off signature requests based on incoming emails?

Yes, receiving specific incoming emails in Connect 365 can prompt the system to send signature envelopes automatically through DocuSign.