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Connect OpenPhone to Docusign and automate your work

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DocusignDocusign
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate OpenPhone with Docusign - no code necessary. See how you can get setup in minutes.

Select a trigger from OpenPhone

A trigger is an event that starts your Zap and runs the workflow. For example, with OpenPhone, a trigger could be "Call Recording Completed."
A trigger is the event that kicks off your automated workflow.

Setup an action from Docusign

An action is what takes place after the automation is triggered. For example, with Docusign, the action could be "Send Envelope Using Document."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected OpenPhone to Docusign

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.
Triggers and actions are the main components of every automated workflow.

Make work flow with AI

Level up your OpenPhone to Docusign integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn more
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Connect OpenPhone and Docusign to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Connect OpenPhone and Docusign to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
Start here
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Start here
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Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • Select Phone Numbers
      Required
    Trigger
    Instant
    Try It
    • Select Phone Numbers
      Required
    Trigger
    Instant
    Try It
    • ID
    • First Name
    • Last Name
    • Company
    • Job Title
    • Phone Numbers
    • Email Addresses
    • Share With
    Action
    Write
    • Status
    • Add certificate of completion?
    • Download form data?
    Trigger
    Scheduled
    Try It

Automate Docusign: get inspired on the Zapier blog

openphone logo
openphone logo
About OpenPhone
OpenPhone is a new phone for business. It comes with powerful calling, messaging, and a lightweight CRM.
Learn moreHelp
Related categories
  • Phone & SMS
docusign logo
docusign logo
About Docusign
Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
Help
Related categories
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