Real-time
Two-way sync
Changes in Docusign or Gladly instantly reflect in both systems. No stale data, no manual imports.
Business productivity ⇄ CRM
Docusign to Gladly integration — real-time, two-way sync
Keep Docusign and Gladly 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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Why teams connect Docusign and Gladly
Sync what happens in Docusign with the customer records in Gladly, 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 Templates, Tabs (form fields), Envelope Custom Fields, Folders in Docusign to Conversations, Conversation items, Agents, Topics in Gladly with bi-directional, real-time sync. Activity and record changes in Docusign update the matching contact or account in Gladly, and CRM data flows the other way wherever Docusign can store and use it.
Common use cases
- 01 Extract Tabs data captured from signers — text fields, checkboxes, dates — into a warehouse to populate downstream contract or onboarding tables.
- 02 Push signed Documents and the certificate of completion into a document store or database keyed by Envelope Custom Fields for audit and retrieval.
- 03 Keep customer attributes such as loyalty tier and lifetime value synced from a warehouse into Gladly profiles for routing and prioritization.
- 04 Push conversation outcomes into a CRM so account teams see support context on their accounts.
Common sync patterns
Where Docusign supplies contact or company data
Enriched fields land directly on records in Gladly, and refreshes keep them from going stale.
Where Docusign can store CRM context: fields kept current
Owner, lifecycle stage, or account details from Gladly sync into Docusign, so people working there have the context without switching tools.
What you can sync between Docusign and Gladly
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.
| Docusign objects | Gladly objects | How this pairing syncs | |
|---|---|---|---|
| Envelopes The core container for a signature request — documents, recipients, routing, and status; read status and metadata two-way, and create/send new envelopes. | Customer profiles The central entity; merges identifiers like email, phone, and order IDs, which syncs use for matching. | Envelopes is specific to Docusign and Customer profiles to Gladly — each maps to any object or custom field on the other side. | |
| 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. | Conversations Each customer's continuous timeline; status and outcomes sync to CRMs and warehouses. | Recipients is specific to Docusign and Conversations to Gladly — each maps to any object or custom field on the other side. | |
| 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. | Conversation items Individual messages across voice, SMS, chat, and email attached to the conversation. | Documents is specific to Docusign and Conversation items to Gladly — each maps to any object or custom field on the other side. | |
| Templates Reusable envelope definitions with predefined recipients and tab placement; read to map fields and referenced by ID to generate new envelopes. | Agents User records used to attribute work in CX analytics. | Templates is specific to Docusign and Agents to Gladly — each maps to any object or custom field on the other side. | |
| 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. | Topics Categorization applied to conversations; the key dimension for contact-driver reporting. | Tabs (form fields) is specific to Docusign and Topics to Gladly — each maps to any object or custom field on the other side. | |
| Envelope Custom Fields Text and list metadata used to tag envelopes for reporting; synced to a warehouse or CRM to key and categorize agreements. | Tasks Follow-up work items created from external triggers or synced for workload reporting. | Envelope Custom Fields is specific to Docusign and Tasks to Gladly — each maps to any object or custom field on the other side. |
How changes propagate between Docusign and Gladly
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.
Docusign Gladly 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 Gladly through its API, with automatic retries and rate-limit backoff.
Gladly Docusign Sub-second propagation
DetectionGladly notifies Stacksync of record changes through webhook events. Webhook event subscriptions for conversation and customer events, supplemented by polling and report exports.
DeliveryEach detected change is written to Docusign through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- 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.
- Gladly: Subject to the platform's API rate limits.
What ships with Docusign ⇄ Gladly
Connect Docusign and Gladly for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Docusign–Gladly connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Docusign or Gladly 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 Docusign or Gladly record.
Observability
Monitoring
Track your Docusign ⇄ Gladly sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Docusign and Gladly.
How the Docusign and Gladly connectors work
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
Gladly
- Integration surface
- REST API
- Authentication
- API tokens used with basic authentication tied to an agent email
- Change detection
- Webhook event subscriptions for conversation and customer events, supplemented by polling and report exports
- Capabilities
- read · write · webhooks
- Rate limits
- Subject to the platform's API rate limits
How it works
How to connect Docusign to Gladly — 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 Docusign and Gladly with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Docusign
connected
Gladly
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Docusign and Gladly 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 · Docusign ⇄ GladlyCustomers 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.
Docusign GladlyCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Docusign and Gladly integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Docusign and Gladly: authenticate both systems, choose the objects to sync (such as Docusign's Envelopes and Recipients), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed Docusign and Gladly connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Docusign–Gladly integration in-house.
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Yes — Stacksync ships production-grade connectors for both Docusign and Gladly. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
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Change detection on Docusign: 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. On Gladly: Webhook event subscriptions for conversation and customer events, supplemented by polling and report exports. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
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On the Docusign side: Templates, Tabs (form fields), Envelope Custom Fields, Folders, plus custom fields where Docusign exposes them. On the Gladly side: Conversations, Conversation items, Agents, Topics. Stacksync auto-detects both schemas and converts types between the two systems.
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Yes. Each object mapping can be bidirectional or restricted to a single direction (both systems accept writes). Read-only mirrors, one-way pushes, and full two-way sync can be mixed in the same integration.
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
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GDPR
CCPA
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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
Every pair below is a real-time, two-way sync. Search all 416 integrations available for Docusign and Gladly.
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No integrations match .
