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ERP ⇄ Business productivity

Cin7 to Docusign integration — real-time, two-way sync

Keep Cin7 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.

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Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Cin7 and Docusign

Bridge the tools people work in and the system the business runs on: real-time, two-way sync between Docusign and Cin7.

The ERP holds the records the business is run on, and it is rarely where day-to-day work happens. Docusign is closer to the work, and the two often need the same facts about the same people, organizations, and transactions. Bridging them by hand, or by nightly file transfer, leaves each side out of date for hours at a time.

Stacksync syncs Users, Envelopes, Recipients, Documents in Docusign with Credit notes / returns, Products, Inventory levels, Sales orders in Cin7 bi-directionally and in real time, with field-level mapping and rules for which system wins on conflict. Changes made where the work happens reach the system of record within seconds, and the reverse.

Common use cases

  • 01 Mirror Envelope Custom Fields and Folder placement into a reporting database to analyze agreement volume, cycle time, and stalled signatures.
  • 02 Sync completed Envelopes and their Recipients status into Postgres so operations teams track signature progress and turnaround in SQL without logging into Docusign.
  • 03 Consolidate stock movements from multiple branches into one reporting database.
  • 04 Publish Cin7 inventory levels to storefronts, marketplaces, and a CRM so every channel quotes real availability.

Common sync patterns

Where Cin7 is the HR or people system of record

Worker and organization data from Cin7 stays current in Docusign, so the tools people use daily reflect the org as it actually is.

Master data corrections travel

A customer, supplier, or contact detail corrected in either system updates the other, ending duplicate maintenance.

Where Docusign faces customers and Cin7 carries account records

Order, invoice, or account status from Cin7 appears alongside the customer in Docusign, so front-line teams answer from live data.

What you can sync between Cin7 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.

Cin7 objects Docusign objects How this pairing syncs
Credit notes / returns Return documents synced so finance and support see the same refund state. 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. Credit notes / returns is specific to Cin7 and Users to Docusign — each maps to any object or custom field on the other side.
Products SKU records with options and pricing, synced with storefront and marketplace catalogs. Envelopes The core container for a signature request — documents, recipients, routing, and status; read status and metadata two-way, and create/send new envelopes. Products is specific to Cin7 and Envelopes to Docusign — each maps to any object or custom field on the other side.
Inventory levels Stock on hand by branch or location, published outward for availability. 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. Inventory levels is specific to Cin7 and Recipients to Docusign — each maps to any object or custom field on the other side.
Sales orders Orders captured from all channels; the main object for fulfillment and revenue syncs. 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. Sales orders is specific to Cin7 and Documents to Docusign — each maps to any object or custom field on the other side.
Purchase orders Supplier orders synced with procurement and accounting workflows. Templates Reusable envelope definitions with predefined recipients and tab placement; read to map fields and referenced by ID to generate new envelopes. Purchase orders is specific to Cin7 and Templates to Docusign — each maps to any object or custom field on the other side.
Contacts Customers and suppliers, matched to CRM records to keep account data consistent. Tabs (form fields) Signature, initial, date, text, and checkbox fields on a document; they carry the data a signer entered and are read out into databases. Contacts is specific to Cin7 and Tabs (form fields) to Docusign — each maps to any object or custom field on the other side.

How changes propagate between Cin7 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.

Cin7 Docusign Sub-second propagation

DetectionCin7 notifies Stacksync of record changes through webhook events. Polling on modified-date filters.

DeliveryEach detected change is written to Docusign through its API, with automatic retries and rate-limit backoff.

Docusign Cin7 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 Cin7 through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Cin7: Subject to per-account API rate limits that differ between Cin7 Omni and Cin7 Core.
  • 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 Cin7 ⇄ Docusign

Connect Cin7 and Docusign for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Cin7–Docusign connection.

Real-time

Two-way sync

Changes in Cin7 or Docusign instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Cin7 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 Cin7 or Docusign record.

Observability

Monitoring

Track your Cin7 ⇄ Docusign sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Cin7 and Docusign.

How the Cin7 and Docusign connectors work

Cin7

Integration surface
REST API; note that Cin7 Omni and Cin7 Core (formerly DEAR Systems) are separate products with separate APIs
Authentication
API key credentials (paired with a username or account ID, depending on the product)
Change detection
Polling on modified-date filters; webhook support exists on some editions for order and stock events
Capabilities
read · write · webhooks
Rate limits
Subject to per-account API rate limits that differ between Cin7 Omni and Cin7 Core

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
Docusign setup guide
How it works

How to connect Cin7 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.

  1. 01

    Connect your apps

    Authenticate Cin7 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.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Cin7 connected
    Docusign connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Cin7 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.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Cin7 ⇄ Docusign
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Cin7 Docusign
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Cin7 and Docusign integration FAQ

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.

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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:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 505 integrations available for Cin7 and Docusign.

Popular · 8 of 505
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