Real-time
Two-way sync
Changes in Docusign or Infor M3 instantly reflect in both systems. No stale data, no manual imports.
Business productivity ⇄ ERP
Docusign to Infor M3 integration — real-time, two-way sync
Keep Docusign and Infor M3 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 Docusign and Infor M3
Bridge the tools people work in and the system the business runs on: real-time, two-way sync between Docusign and Infor M3.
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 Bridging them by hand, or by nightly file transfer, leaves each side out of date for hours at a time.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 Recipients, Documents, Templates, Tabs (form fields) in Docusign with Manufacturing Orders, Inventory Balances, Invoices, Warehouses in Infor M3 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 Sync completed Envelopes and their Recipients status into Postgres so operations teams track signature progress and turnaround in SQL without logging into Docusign.
- 02 Create and send an Envelope from a Template when a CRM Opportunity reaches closed-won, then write the returned envelopeId and status back onto the record.
- 03 Sync M3 item master and inventory balances to commerce or CPQ systems so quotes price against live stock
- 04 Push orders captured in a CRM into M3 as customer orders without manual re-entry
Common sync patterns
Where Infor M3 is the HR or people system of record
Worker and organization data from Infor M3 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 Infor M3 carries account records
Order, invoice, or account status from Infor M3 appears alongside the customer in Docusign, so front-line teams answer from live data.
What you can sync between Docusign and Infor M3
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 M3 objects | How this pairing syncs | |
|---|---|---|---|
| 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. | Customers Customer master records sync with CRM account records to keep one shared customer file. | Users is specific to Docusign and Customers to Infor M3 — each maps to any object or custom field on the other side. | |
| Envelopes The core container for a signature request — documents, recipients, routing, and status; read status and metadata two-way, and create/send new envelopes. | Suppliers Supplier records align procurement tools with the vendors M3 purchases from. | Envelopes is specific to Docusign and Suppliers to Infor M3 — 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. | Customer Orders Orders created in commerce or CRM systems land in M3 for fulfillment and invoicing. | Recipients is specific to Docusign and Customer Orders to Infor M3 — 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. | Purchase Orders PO headers and lines sync outward so buyers and receiving teams see the same demand. | Documents is specific to Docusign and Purchase Orders to Infor M3 — 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. | Manufacturing Orders Production order status feeds portals and CRMs so promised dates reflect the shop floor. | Templates is specific to Docusign and Manufacturing Orders to Infor M3 — 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. | Inventory Balances On-hand quantities by warehouse drive available-to-promise in downstream channels. | Tabs (form fields) is specific to Docusign and Inventory Balances to Infor M3 — each maps to any object or custom field on the other side. |
How changes propagate between Docusign and Infor M3
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 M3 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 M3 through its API, with automatic retries and rate-limit backoff.
Infor M3 Docusign Sub-second propagation
DetectionInfor M3 notifies Stacksync of record changes through webhook events. Event publishing through Infor ION (Business Object Documents), configured in ION, or scheduled polling of API endpoints.
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 M3: Subject to Infor ION API gateway throttling policies.
What ships with Docusign ⇄ Infor M3
Connect Docusign and Infor M3 for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Docusign–Infor M3 connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Docusign or Infor M3 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 M3 record.
Observability
Monitoring
Track your Docusign ⇄ Infor M3 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 M3.
How the Docusign and Infor M3 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 M3
- Integration surface
- REST API (M3 API programs exposed through the Infor ION API gateway)
- Authentication
- OAuth 2.0 via Infor OS / ION API authorization
- Change detection
- Event publishing through Infor ION (Business Object Documents), configured in ION, or scheduled polling of API endpoints
- Capabilities
- read · write · webhooks
- Rate limits
- Subject to Infor ION API gateway throttling policies
How it works
How to connect Docusign to Infor M3 — 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 M3 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 M3
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Docusign and Infor M3 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 M3Customers 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 M3Company company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Docusign and Infor M3 integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Docusign and Infor M3: authenticate both systems, choose the objects to sync (such as Docusign's Users and Envelopes), map fields visually, and changes propagate both ways in milliseconds — no code required.
-
On the Docusign side: Recipients, Documents, Templates, Tabs (form fields), plus custom fields where Docusign exposes them. On the Infor M3 side: Manufacturing Orders, Inventory Balances, Invoices, Warehouses. Stacksync auto-detects both schemas and converts types between the two systems.
-
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.
-
Common patterns for Docusign and Infor M3: Where Infor M3 is the HR or people system of record; Master data corrections travel; Where Docusign faces customers and Infor M3 carries account records. Worker and organization data from Infor M3 stays current in Docusign, so the tools people use daily reflect the org as it actually is.
-
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 M3: REST API (M3 API programs exposed through the Infor ION API gateway). Authentication: OAuth 2.0 via Infor OS / ION API authorization. Stacksync manages authentication, retries, and rate limits on both sides.
-
Docusign: Docusign strictly limits polling to once every 15 minutes per envelope and recommends Connect webhooks instead for detecting status changes. Infor M3: Most M3 records are scoped by a company, division, facility, and warehouse hierarchy, which integration mappings need to carry explicitly. Stacksync's field mapping accounts for these differences between Docusign and Infor M3 without custom code.
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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