Docusign + Gmail
Create Docusign signature requests from new Gmail emails matching search
When a new email that fits your specified criteria lands in your Gmail inbox, this workflow will promptly initiate a signature request in Docusign. This automation streamlines your document signing process, saving you time and reducing the chance of missed opportunities. Use this workflow to keep your operations running smoothly and efficiently.
When a new email that fits your specified criteria lands in your Gmail inbox, this workflow will promptly initiate a signature request in Docusign. This automation streamlines your document signing process, saving you time and reducing the chance of missed opportunities. Use this workflow to keep your operations running smoothly and efficiently.
- When this happens...
New Email Matching SearchTriggers when you receive a new email that matches a search string you provide.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create Signature RequestCreates a signature request.
ActionWriteCreate a new record or update an existing record in your app.
- Free forever for core features
- 14 day trial for premium features & apps
Label or mailbox
Search keywords
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Starred Email
Triggers when you receive a new email and star it within two days.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planLabel
MessageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email message to be DeletedRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Trigger Instructions
ThreadRequired
To
Cc
Bcc
From
From Name
Body type
BodyRequired
Add signature default
Label or mailbox
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.To
Send message to Google Contacts Group/Label
Cc
Bcc
From
From Name
Reply To
SubjectRequired
Body type
BodyRequired
Add signature default
Label or mailbox
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ThreadRequired
Label(s) to removeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search StringRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
Click Agreed
Triggers when a recipient accepted a clickwrap agreement.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Events to MonitorRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Corrected
Triggers when an envelope is corrected.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Declined
Triggers when an envelope is declined.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Delivered
Triggers when an envelope is delivered.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Purge
Triggers when an envelope is purged.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Sent
Triggers when an envelope is sent.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Identity Verification Completed
Triggers when a decision has been made regarding the signer's identity verification check for an eIDAS-compliant Qualified Electronic Signature (QES) and they have been notified. If the signer's identity verification check resulted in a failure, the event message includes the specific error codes indicating why it was unsuccessful.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Status
Return only envelopes I created?
Add certificate of completion?
Download form data?
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planRecipient Authentication Failed
Triggers when a recipient failed an authentication check. If they had multiple attempts to pass a check, they failed all the attempts.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Recipient Completed
Triggers when a recipient signed or completed their actions for an envelope.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Recipient Delegated
Triggers when a delegation rule is in place and an envelope is sent to a delegated signer.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Recipient Marked to Finish Later
Triggers when a recipient selected OTHER ACTIONS > Finish Later for an envelope.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Recipient Resent
Triggers when an envelope was resent to a specific recipient.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.SMS Opt-In
Triggers when a recipient opted in to receiving SMS notifications for an envelope.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Template Created
Triggers when a template is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Template Modified
Triggers when a template is modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Bulk List IDRequired
TemplateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TemplateRequired
Email Subject
Email Blurb
Recipient Email
Recipient Name
Recipient Role
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Envelope IDRequired
Document IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template ID
Brand ID
Email Subject
Email Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WebformRequired
Link TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Bulk List IDRequired
TemplateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Envelope IDRequired
Void ReasonRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
New Label
Triggers when you add a new label.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planMessageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Recipient Instructions
To
Cc
Bcc
SubjectRequired
From
From Name
Body type
BodyRequired
Add signature default
Label or mailbox
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name of labelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MessageRequired
Label(s) to removeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Trigger Instructions
ThreadRequired
To
Cc
Bcc
From
From Name
Reply To
Body type
BodyRequired
Add signature default
Label or mailbox
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search StringRequired
To
Send message to Google Contacts Group/Label
Cc
Bcc
From
From Name
Reply To
SubjectRequired
Body type
BodyRequired
Add signature default
Label or mailbox
Attachments
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundClick Declined
Triggers when a recipient declined a clickwrap agreement.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Completed
Triggers when an envelope is completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Created
Triggers when an envelope is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Deleted
Triggers when an envelope is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Discard
Triggers when an envelope is discarded.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Resent
Triggers when an envelope is resent.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Voided
Triggers when an envelope is voided.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Identity Verification Pending
Triggers when a signer completed the identity verification process for an eIDAS-compliant Qualified Electronic Signature (QES), but the result is still pending.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Folder
Triggers when a new folder is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planRecipient Autoresponded
Triggers when a recipient’s email account sent an automated response to an envelope notification.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Recipient Declined
Triggers when a recipient declined to sign.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Recipient Delivered
Triggers when a recipient viewed the documents through the DocuSign signing website. This event does not signify email or SMS delivery of an envelope.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Recipient Reassigned
Triggers when a recipient reassigned an envelope.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Recipient Sent
Triggers when a notification that it's their turn to sign was sent to the recipient.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.SMS Opt-Out
Triggers when a recipient opted out of receiving SMS notifications for an envelope.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Template Deleted
Triggers when a template is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Bulk List IDRequired
Role NameRequired
NameRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.List NameRequired
Role NameRequired
NameRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template NameRequired
Description
Email Subject
Email Message
Document
Document Name
Recipient Type
Delivery Method
Email
Phone Number
Name
Role Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Brand ID
Email Subject
Email Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Envelope IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TemplateRequired
Email Subject
Email Blurb
Recipient Email
Recipient Name
Recipient Role
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template IDRequired
Template NameRequired
Description
Email SubjectRequired
Email Message
DocumentRequired
Document Name
Recipient Type
Delivery Method
Email
Phone Number
Name
Role Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
About Docusign
Related categories
About Gmail
Related Zap Templates
- Send emails from Gmail when new DocuSign envelopes are sent or completed
- Create DocuSign signature requests from labeled Gmail emails
- Create DocuSign signature requests for new Gmail emails
- Create Gavel sessions and send Gmail emails when new envelopes are sent or completed in DocuSign
- Create DocuSign api requests for new matching emails in Gmail
- Create DocuSign signature requests for new Gmail attachments
- Send DocuSign envelopes using templates each time new Gmail emails matching a search appear
- Create and send email notifications in Gmail for each new folder in DocuSign
- Create drafts in Gmail when envelope statuses are updated in Docusign
- Send an email in Gmail when envelopes are completed in Docusign
Related Zap Templates
- Send emails from Gmail when new DocuSign envelopes are sent or completed
- Create Gavel sessions and send Gmail emails when new envelopes are sent or completed in DocuSign
- Send DocuSign envelopes using templates each time new Gmail emails matching a search appear
- Send an email in Gmail when envelopes are completed in Docusign