Real-time
Two-way sync
Changes in Docusign or Twenty CRM instantly reflect in both systems. No stale data, no manual imports.
Business productivity ⇄ CRM
Docusign to Twenty CRM integration — real-time, two-way sync
Keep Docusign and Twenty 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 Twenty CRM
Sync what happens in Docusign with the customer records in Twenty 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 Envelopes, Recipients, Documents, Templates in Docusign to Custom Objects, Attachments, Workspace Members, People in Twenty CRM with bi-directional, real-time sync. Activity and record changes in Docusign update the matching contact or account in Twenty 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 Sync Opportunities into a finance system to keep revenue forecasts current.
- 04 Mirror support tickets or tasks between Twenty and an operations tool.
Common sync patterns
Where Docusign supplies contact or company data
Enriched fields land directly on records in Twenty CRM, and refreshes keep them from going stale.
Where Docusign can store CRM context: fields kept current
Owner, lifecycle stage, or account details from Twenty CRM sync into Docusign, so people working there have the context without switching tools.
What you can sync between Docusign and Twenty 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 | Twenty CRM objects | How this pairing syncs | |
|---|---|---|---|
| Envelope Custom Fields Text and list metadata used to tag envelopes for reporting; synced to a warehouse or CRM to key and categorize agreements. | Opportunities Deal records tracked through pipeline stages, synced for forecasting. | Envelope Custom Fields is specific to Docusign and Opportunities to Twenty CRM — each maps to any object or custom field on the other side. | |
| Folders Containers such as Inbox, Sent, and Draft plus custom folders; listed and moved to organize envelopes and drive reporting queries. | Tasks To-dos linked to people, companies, or deals. | Folders is specific to Docusign and Tasks to Twenty CRM — each maps to any object or custom field on the other side. | |
| 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. | Notes Free-form notes attached to records, useful for mirroring activity from other tools. | Users is specific to Docusign and Notes to Twenty CRM — 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. | Custom Objects User-defined objects created in Twenty's data model settings, addressable through the same APIs as standard objects. | Envelopes is specific to Docusign and Custom Objects to Twenty 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. | Attachments Files linked to records. | Recipients is specific to Docusign and Attachments to Twenty 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. | Workspace Members User accounts used for record ownership and assignment mapping. | Documents is specific to Docusign and Workspace Members to Twenty CRM — each maps to any object or custom field on the other side. |
How changes propagate between Docusign and Twenty 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 Twenty 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 Twenty CRM through its API, with automatic retries and rate-limit backoff.
Twenty CRM Docusign Sub-second propagation
DetectionTwenty CRM notifies Stacksync of record changes through webhook events. Webhooks on record create, update, and delete events, or polling on record update 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.
- Twenty CRM: Subject to the platform's API rate limits; self-hosted deployments control their own limits.
What ships with Docusign ⇄ Twenty CRM
Connect Docusign and Twenty CRM for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Docusign–Twenty CRM connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Docusign or Twenty 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 Twenty CRM record.
Observability
Monitoring
Track your Docusign ⇄ Twenty 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 Twenty CRM.
How the Docusign and Twenty 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
Twenty CRM
- Integration surface
- GraphQL and REST APIs
- Authentication
- API key
- Change detection
- Webhooks on record create, update, and delete events, or polling on record update timestamps
- Capabilities
- read · write · webhooks
- Rate limits
- Subject to the platform's API rate limits; self-hosted deployments control their own limits.
How it works
How to connect Docusign to Twenty 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 Twenty 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
Twenty CRM
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Docusign and Twenty 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 ⇄ Twenty 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 Twenty CRMCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Docusign and Twenty CRM integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Docusign and Twenty CRM: authenticate both systems, choose the objects to sync (such as Docusign's Envelope Custom Fields and Folders), map fields visually, and changes propagate both ways in milliseconds — no code required.
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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. Twenty CRM: Webhooks can be registered on record events, giving push-based change delivery without polling. Stacksync's field mapping accounts for these differences between Docusign and Twenty 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 Twenty CRM 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 Docusign and Twenty CRM connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Docusign–Twenty CRM integration in-house.
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Yes — Stacksync ships production-grade connectors for both Docusign and Twenty CRM. 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 Twenty CRM: Webhooks on record create, update, and delete events, or polling on record update timestamps. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
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
Every pair below is a real-time, two-way sync. Search all 440 integrations available for Docusign and Twenty CRM.
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