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Docusign Integration?

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Ron Thomas

Gepostet 01. Juli 2024

Is there an option to integrate Docusign into Zendesk Support without using a third party software? We have sensitive information in our system and need to ensure that all parts of messaging are HIPAA compliant. The third party app that is recommended by Zendesk here does not list if this is HIPAA compliant or not. The knowledge base for this app is also unavailable as seen here. 

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    Davor Japunčić

    Technically speaking, yes. Also, ZD can be configured to be HIPAA compliant, but for specific apps please refer to the devs of the app and/or reach out to them directly to check their compliance status.

    • Create a DocuSign Developer Account: Sign up at DocuSign Developer.
    • Obtain API Credentials: Get your integration key, secret key, and OAuth tokens from the DocuSign Admin Dashboard.
    • Set Up Zendesk: Use Zendesk's API to create a custom app or integration that uses the DocuSign API.
    • Implement API Calls: Use DocuSign API endpoints to send documents for signature and manage the signing process.

    Let me know if you need any detailed steps; maybe I can help :). 

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