Two-way contact sync between DocuSign and FinFolio

DocuSignFinFolio

PieSync integrates DocuSign with FinFolio for an automatic 2-way contacts sync. Every time you add or update a contact in DocuSign, it is automatically synced with FinFolio, and vice versa - eliminating import/export!

Syncing DocuSign with FinFolio is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing DocuSign with FinFolio.

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Other available connections on PieSync

More connections with DocuSign and FinFolio are available within the PieSync app. See all possible connections, keep an eye on our progress and vote for your preferred app.

About PieSync

PieSync works in the background and integrates your contacts two-way and in real time between your favorite cloud apps. This means you will have access to the most up to date customer information, no matter where you are or who entered the data.

DocuSign

About DocuSign

Docusign allows you to send, sign and approve documents with a digital signature from anywhere and on any device. Docusign makes any workflow or approval simple, secure and fully digital, so you can get on with your business and your life.

FinFolio

About FinFolio

FinFolio is the best portfolio management software and trading software on the market, for investment advisors and professional wealth managers. Report, rebalance, trade, bill and host mobile-ready client portals, all with a single portfolio management software platform.

Try it out for yourself

PieSync is an invaluable tool for our business. It was easy to set up and has saved us an enormous amount of time and energy in keeping all our data in-sync across the multiple platforms we use daily. The handy reporting feature really highlights the benefits for us on a regular basis and gives us confidence that everything is working the way it should.

Matthew HughesManaging Director

Our staff loves how easy it is to tag prospects and customers based on their industry and product interest in Insightly. PieSync’s intelligent syncing helps translate all of these tags effortlessly into various segmented e-mail campaigns in Mailchimp.

Michel DevisscherGeneral Manager
Medys