Real-time
Two-way sync
Changes in Docusign or Infor CRM instantly reflect in both systems. No stale data, no manual imports.
Business productivity ⇄ CRM
Docusign to Infor CRM integration — real-time, two-way sync
Keep Docusign and Infor CRM 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 Infor CRM
Sync what happens in Docusign with the customer records in Infor CRM, 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 Opportunities, Tickets, Activities, Campaigns in Infor CRM with bi-directional, real-time sync. Activity and record changes in Docusign update the matching contact or account in Infor CRM, and CRM data flows the other way wherever Docusign can store and use it.
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 Support a migration to another CRM by running both systems in sync during the transition.
- 04 Run a two-way sync between Infor CRM accounts and contacts and a Postgres database so internal tools read CRM data with SQL.
Common sync patterns
Where Docusign can store CRM context: fields kept current
Owner, lifecycle stage, or account details from Infor CRM sync into Docusign, so people working there have the context without switching tools.
Where Docusign supplies contact or company data
Enriched fields land directly on records in Infor CRM, and refreshes keep them from going stale.
What you can sync between Docusign and Infor CRM
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 | Infor CRM 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. | Tickets Service records synced with helpdesk and field service systems. | Envelopes is specific to Docusign and Tickets to Infor CRM — 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. | Activities Calls, meetings, and tasks synced for engagement reporting. | Recipients is specific to Docusign and Activities to Infor CRM — 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. | Campaigns Marketing containers linked to leads and opportunities. | Documents is specific to Docusign and Campaigns to Infor CRM — 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. | Custom entities Deployment-specific objects added through the customizable entity model. | Templates is specific to Docusign and Custom entities to Infor CRM — 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. | Accounts Company records matched against ERP customer masters in syncs. | Tabs (form fields) is specific to Docusign and Accounts to Infor CRM — 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. | Contacts Person records synced with marketing and support tools. | Envelope Custom Fields is specific to Docusign and Contacts to Infor CRM — each maps to any object or custom field on the other side. |
How changes propagate between Docusign and Infor CRM
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 Infor CRM 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 Infor CRM through its API, with automatic retries and rate-limit backoff.
Infor CRM Docusign Interval-based propagation
DetectionStacksync polls Infor CRM for changes on an incremental schedule, reading only records changed since the previous pass. Polling on modified timestamps.
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.
- Infor CRM: Subject to the deployment's configured API limits, which differ between on-premises and cloud installs.
What ships with Docusign ⇄ Infor CRM
Connect Docusign and Infor CRM for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Docusign–Infor CRM connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Docusign or Infor CRM 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 Infor CRM record.
Observability
Monitoring
Track your Docusign ⇄ Infor CRM 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 Infor CRM.
How the Docusign and Infor CRM 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
Infor CRM
- Integration surface
- REST-style SData API over the CRM entity model
- Authentication
- User credentials; Infor OS-managed authentication in cloud deployments
- Change detection
- Polling on modified timestamps; no log-based CDC on the API surface
- Capabilities
- read · write
- Rate limits
- Subject to the deployment's configured API limits, which differ between on-premises and cloud installs.
How it works
How to connect Docusign to Infor CRM — 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 Infor CRM 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
Infor CRM
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Docusign and Infor CRM 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 ⇄ Infor CRMCustomers 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 Infor CRMCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Docusign and Infor CRM integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Docusign and Infor CRM: 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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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.
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Common patterns for Docusign and Infor CRM: Where Docusign can store CRM context: fields kept current; Where Docusign supplies contact or company data. Owner, lifecycle stage, or account details from Infor CRM sync into Docusign, so people working there have the context without switching tools.
-
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. Infor CRM: REST-style SData API over the CRM entity model. Authentication: User credentials; Infor OS-managed authentication in cloud deployments. Stacksync manages authentication, retries, and rate limits on both sides.
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Docusign: Tabs and recipient data are scoped to a single envelope; there is no cross-envelope record object, so field mappings are defined per template or envelope structure. Infor CRM: Infor CRM descends from SalesLogix and exposes the SData protocol, a REST-style API over its entity model. Stacksync's field mapping accounts for these differences between Docusign and Infor CRM 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 Docusign and Infor CRM records are not retained after a sync operation.
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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