Kiflo PRM & Docusign No-Code Integration

The Partner Relationship Management Software Built for Transparency

Kiflo PRM & Docusign Integration: Simplify Partner Agreements and Accelerate Activation
Streamline partner agreements by connecting Kiflo with Docusign. Automatically collect signatures for onboarding, reseller agreements, or NDAs, so partners can get started faster with fewer follow-ups. Connect Kiflo + Docusign using Zapier or Kiflo’s REST API to automate document workflows in a way that fits your setup.
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Benefits of the integration

Integrating Kiflo and Docusign helps you close the loop on partner operations by embedding document signing directly into your workflows.
Send agreements automatically
Trigger Docusign requests when a partner joins, submits a deal, or reaches a milestone.
Speed up activation
Let partners complete required documentation without leaving their inbox.
Improve compliance
Ensure key legal and program documents are signed, tracked, and stored.
Keep your records clean
Use Kiflo and Docusign together to store signed documents with the right partner profile.
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How it works

Use Zapier to Connect Kiflo and Docusign

Zapier is a no-code automation platform that enables you to connect various apps and services. Using Zapier, you can build no-code automations that send Docusign envelopes when partner activity is triggered in Kiflo.

Use the REST API for Custom Workflows

If your team has the technical knowledge and you need more control or want to embed Docusign deeper into your partner program, Kiflo’s REST API allows your team to create custom document flows and sync signed records back into Kiflo.

  • Automate document creation with partner data.
  • Match signed agreements to specific leads, deals, or partner accounts.
  • Create workflows that trigger reminders or follow-up actions based on the status of signatures.

Check out our API documentation to get started.

Automate document signing in your partner workflows now!
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