Real-time
Two-way sync
Changes in Affinity or Docusign instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ Business productivity
Affinity to Docusign integration — real-time, two-way sync
Keep Affinity and Docusign in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.
- SOC 2 and 6 other compliance frameworks
- POC with real engineers in minutes
Adopted by fast-scaling companies moving mission-critical data in real time
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Migrated from Celigo
Why teams connect Affinity and Docusign
Sync what happens in Docusign with the customer records in Affinity, in real time and in both directions.
The CRM is supposed to be the record of every customer relationship, but customer-relevant information also accumulates in the other tools a team runs. Whatever Docusign holds or produces that touches a customer, whether conversations, payments, replies, enriched data, or notes, the CRM only benefits if it arrives without someone copying it over.
Stacksync connects Envelopes, Recipients, Documents, Templates in Docusign to Lists, List Entries, Persons, Organizations in Affinity with bi-directional, real-time sync. Activity and record changes in Docusign update the matching contact or account in Affinity, and CRM data flows the other way wherever Docusign can store and use it.
Common use cases
- 01 Push signed Documents and the certificate of completion into a document store or database keyed by Envelope Custom Fields for audit and retrieval.
- 02 Mirror Envelope Custom Fields and Folder placement into a reporting database to analyze agreement volume, cycle time, and stalled signatures.
- 03 Keep introductions and relationship data from Affinity aligned with outreach tools used by the team.
- 04 Sync notes and reminders into project or task systems used outside the deal team.
Common sync patterns
Where Docusign supplies contact or company data
Enriched fields land directly on records in Affinity, and refreshes keep them from going stale.
Where Docusign can store CRM context: fields kept current
Owner, lifecycle stage, or account details from Affinity sync into Docusign, so people working there have the context without switching tools.
What you can sync between Affinity and Docusign
Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.
| Affinity objects | Docusign objects | How this pairing syncs | |
|---|---|---|---|
| Persons Contact records enriched with relationship intelligence, synced with CRMs and outreach tools. | Folders Containers such as Inbox, Sent, and Draft plus custom folders; listed and moved to organize envelopes and drive reporting queries. | Persons is specific to Affinity and Folders to Docusign — each maps to any object or custom field on the other side. | |
| Organizations Company records matched to accounts in other systems by domain. | Users Account members and senders; the eSignature Users resource exposes them for attribution and reporting, while bulk org-wide user provisioning uses the separate Admin API. | Organizations is specific to Affinity and Users to Docusign — each maps to any object or custom field on the other side. | |
| Opportunities Deal records tracked on lists and synced with pipeline reporting. | Envelopes The core container for a signature request — documents, recipients, routing, and status; read status and metadata two-way, and create/send new envelopes. | Opportunities is specific to Affinity and Envelopes to Docusign — each maps to any object or custom field on the other side. | |
| Field Values Custom field data, either global or scoped to a list, mapped field-by-field in syncs. | Recipients Signers, carbon copies, and agents on an envelope, each with a routing order and status; read recipient progress, write recipient lists when an envelope is created. | Field Values is specific to Affinity and Recipients to Docusign — each maps to any object or custom field on the other side. | |
| Notes Meeting and call notes synced for record-keeping in other systems. | Documents The PDF files inside an envelope plus the certificate of completion; read signed output out to a store, or supply source documents on create. | Notes is specific to Affinity and Documents to Docusign — each maps to any object or custom field on the other side. | |
| Interactions Automatically captured emails and meetings, read for activity reporting. | Templates Reusable envelope definitions with predefined recipients and tab placement; read to map fields and referenced by ID to generate new envelopes. | Interactions is specific to Affinity and Templates to Docusign — each maps to any object or custom field on the other side. |
How changes propagate between Affinity and Docusign
Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.
Affinity Docusign Sub-second propagation
DetectionAffinity notifies Stacksync of record changes through webhook events. Webhook subscriptions for record events, supplemented by polling.
DeliveryEach detected change is written to Docusign through its API, with automatic retries and rate-limit backoff.
Docusign Affinity Sub-second propagation
DetectionDocusign notifies Stacksync of record changes through webhook events. Docusign Connect webhooks push envelope and recipient status-change events in real time.
DeliveryEach detected change is written to Affinity through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Affinity: Subject to the platform's published API rate limits.
- Docusign: Default 3,000 API requests per hour per account across all integrations, plus a burst limit of 500 calls per 30-second window; usage is exposed via the RateLimit and BurstLimit response headers.
What ships with Affinity ⇄ Docusign
Connect Affinity and Docusign for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Affinity–Docusign connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Affinity or Docusign data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.
At scale
Event queues
Handle millions of events per minute without losing a single Affinity or Docusign record.
Observability
Monitoring
Track your Affinity ⇄ Docusign sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Affinity and Docusign.
How the Affinity and Docusign connectors work
Affinity
- Integration surface
- REST API
- Authentication
- API key
- Change detection
- Webhook subscriptions for record events, supplemented by polling
- Capabilities
- read · write · webhooks
- Rate limits
- Subject to the platform's published API rate limits
Docusign
- Integration surface
- eSignature REST API v2.1 (plus Docusign Connect webhooks; separate CLM, Rooms, and Admin APIs)
- Authentication
- OAuth 2.0 — Authorization Code Grant for interactive apps, or JWT Grant (RSA key pair with user impersonation) for server-to-server integrations
- Change detection
- Docusign Connect webhooks push envelope and recipient status-change events in real time; polling is the fallback and is limited to once every 15 minutes per envelope
- Capabilities
- read · write · webhooks
- Rate limits
- Default 3,000 API requests per hour per account across all integrations, plus a burst limit of 500 calls per 30-second window; usage is exposed via the RateLimit and BurstLimit response headers
How it works
How to connect Affinity to Docusign — three steps, no code
Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.
- 01
Connect your apps
Authenticate Affinity and Docusign with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Affinity
connected
Docusign
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Affinity and Docusign objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.
objects · Affinity ⇄ DocusignCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Affinity DocusignCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Affinity and Docusign integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Affinity and Docusign: authenticate both systems, choose the objects to sync (such as Affinity's Persons and Organizations), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Common patterns for Affinity and Docusign: Where Docusign supplies contact or company data; Where Docusign can store CRM context: fields kept current. Enriched fields land directly on records in Affinity, and refreshes keep them from going stale.
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Affinity: REST API. Authentication: API key. Docusign: ESignature REST API v2.1 (plus Docusign Connect webhooks; separate CLM, Rooms, and Admin APIs). Authentication: OAuth 2.0 — Authorization Code Grant for interactive apps, or JWT Grant (RSA key pair with user impersonation) for server-to-server integrations. Stacksync manages authentication, retries, and rate limits on both sides.
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Docusign: The default rate limit is 3,000 requests per hour per account with a 500-call burst cap per 30 seconds, shared across every integration on the account. Affinity: Custom fields can be global or scoped to a single list, which affects how field mappings are defined per pipeline. Stacksync's field mapping accounts for these differences between Affinity and Docusign without custom code.
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Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means Affinity and Docusign records are not retained after a sync operation.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed Affinity and Docusign connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Affinity–Docusign integration in-house.
SECURITY
Security teams trust Stacksync
As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.
SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS
SSO & SCIM
Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.
Alerts
Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.
Secure connection options
Securely connects to your systems with:
Related integrations
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