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DocuSign integration tile in Arya settings

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What it does

Alternative to Arya native quotes: send any document (contracts, NDAs, engagement letters) to DocuSign for qualified e-signature. Automatic signature status tracking.

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Prerequisites

  • Active account with DocuSign
  • Admin or Manager role on Arya to connect
  • OAuth authorisation (or API key, where applicable)

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Connect DocuSign

1

Go to Settings → Integrations

Find DocuSign in the gallery and click Connect.
2

Authorise via OAuth

Opens DocuSign login page. Grant requested permissions.
3

Confirm in Arya

Arya tests the connection. If OK, you see “Connected” in green.
4

Configure preferences (optional)

Sync frequency, filters, field mapping. From Settings → Integrations → [DocuSign] → Configure.

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What syncs

DirectionEntity
Arya → DocuSignDocuments for signature → DocuSign envelope
DocuSign → AryaSignature status → Arya record
DocuSign → AryaSigned PDF → attachment

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Use in workflows

Once connected, DocuSign appears as an action in the workflow builder. You can:
  • Trigger workflows from DocuSign events
  • Use DocuSign as an action (e.g. create record, send message)

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Troubleshooting

Expired or revoked token. Disconnect and reconnect.
Check service API quota (rate limit). Reduce frequency if exceeding quota.
Verify field mapping and filters. Try manual sync from ⋯ → Sync now.
Arya uses unique keys for matching. Configure key (email, external ID) in Settings → Sync.

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Disconnect

Disconnection immediately stops synchronisation. Already-imported data stays in the workspace.
1

Go to Settings → Integrations

Find the DocuSign card.
2

Click Disconnect

Confirm. Access token is revoked.