Chime + DocuSign Integrations

How to connect Chime + DocuSign

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Supported triggers and actions

What does this mean?

- GroupRequired
Trigger
Instant
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New Transaction
New transaction trigger
Trigger
Instant
Try It
- Zap Trigger IDRequired
  This feature is currently only enabled as a beta feature for a select group of clients. If you are interested in participating in this beta test, please contact Chime Support (support@chimeinc.com). You will find the "Zap Trigger ID" in Chime. A unique ID will be generated when you choose "Zapier Zap" as an action in a Chime Smart Plan.
Trigger
Instant
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- First Name
  If you leave this field blank, the field will default to "Zapier".
- Last Name
- Email
  If the Email already exists in Chime, the import will succeed, but will not create a duplicate lead.
- Phone
- Birthday
- Street or Complete Address (Mailing Address)
  Can either contain the full address (for example, 123 Main Street, Anytown, NY 10990) or just the street (123 Main Street). If only the street is given, then the City, State and Zip Code fields must be specified.
- Lead Type
  If you leave this field blank, the field will default to "Buyer".
- Source
- Group
  You can add multiple groups to leads by setting up multiple fields to map to groups or by separating multiple groups with commas. For example: Group1,Group2.
- Tag
  You can add multiple tags (up to 50 max) to leads by setting up multiple fields to map to tags or by separating multiple tags with commas. For example: tag1,tag2.
- Note
- Subscription - Smart Plans
  If you enter "unsubscribe" or " opted out", the subscription of Smart Plan's email will be turn off. Caution: It is a one-way alternation, can't back to subscribe.
- Subscription - Property Alert
  If you enter "unsubscribe" or " opted out", the subscription of Property Alert's email will be turn off. Caution: It is a one-way alternation, can't back to subscribe.
- Subscription - Market Report
  If you enter "unsubscribe" or " opted out", the subscription of Market Report's email will be turn off. Caution: It is a one-way alternation, can't back to subscribe.
- Min Price (Buyer)
- Max Price (Buyer)
- Location (Deprecated)
  This field is no longer used in Chime. But since some users have set zap, this field is retained.
- City (Buyer)
- State (Buyer)
- Zipcode (Buyer)
- Address (Buyer)
- Min Beds (Buyer)
- Min Baths (Buyer)
- Beds (Seller)
- Baths (Seller)
- Price (Seller)
- Address (Seller)
- SqFt (Seller)
- City (Seller)
- State (Seller)
- Zipcode (Seller)
- Send Welcome Email
  Whether or not to send a welcome email to the new lead.
- City (Mailing Address)
- State (Mailing Address)
- Zip Code(Mailing Address)
Action
Write
- Email
  If the Email already exists in Chime, the import will succeed, but will not create a duplicate lead.
- leadId
- First Name
  If you leave this field blank, the field will default to "Zapier".
- Last Name
- Phone
- Birthday
- Street or Complete Address (Mailing Address)
  Can either contain the full address (for example, 123 Main Street, Anytown, NY 10990) or just the street (123 Main Street). If only the street is given, then the City, State and Zip Code fields must be specified.
- Lead Type
  If you leave this field blank, the field will default to "Buyer".
- Source
- Group
- Tag
- Note
- Subscription - Smart Plans
  If you enter "unsubscribe" or " opted out", the subscription of Smart Plan's email will be turn off. Caution: It is a one-way alternation, can't back to subscribe.
- Subscription - Property Alert
  If you enter "unsubscribe" or " opted out", the subscription of Property Alert's email will be turn off. Caution: It is a one-way alternation, can't back to subscribe.
- Subscription - Market Report
  If you enter "unsubscribe" or " opted out", the subscription of Market Report's email will be turn off. Caution: It is a one-way alternation, can't back to subscribe.
- Min Price (Buyer)
- Max Price (Buyer)
- Location (Deprecated)
  This field is no longer used in Chime. But since some users have set zap, this field is retained.
- City (Buyer)
- State (Buyer)
- Zipcode (Buyer)
- Address (Buyer)
- Min Beds (Buyer)
- Min Baths (Buyer)
- Beds (Seller)
- Baths (Seller)
- Price (Seller)
- Address (Seller)
- SqFt (Seller)
- City (Seller)
- State (Seller)
- Zipcode (Seller)
- City (Mailing Address)
- State (Mailing Address)
- Zip Code(Mailing Address)
Action
Write

- Owner
  Determines which App Extensions will appear in the dropdown below.
- App ExtensionRequired
Action
Write
- ObjectRequired
  Select the object for which you wish to find a record.
- Search ValueRequired
  This value will be searched in the range of all ID of the selected object, Lead ID or Transaction ID.
Action
Search

New Folder
Triggers when a new folder is created.
Trigger
Scheduled
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- Owner
  Determines which App Extensions will appear in the dropdown below.
- App ExtensionRequired
Action
Write

- PipelineRequired
Trigger
Instant
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New Lead
Triggers when a new lead is assigned to you. Does not work for lender-type accounts.
Trigger
Instant
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Update Transaction
Update transaction trigger
Trigger
Instant
Try It
- Transaction NameRequired
- Transaction ID
- Lead First NameRequired
- Lead Last Name
- Lead ID
- Associated Lead Email
- Transaction Owner ID
- Transaction Owner Email
- Transaction TypeRequired
- Transaction StageRequired
- Close Price
- GCI
- Team Revenue
- Agent Revenue
- Commission Rate
- Timezone
- Closed Date
- Expected Close
- Appointment Date
- Agreement Signed Date
- Offer Date
- Contract Date
- Appraisal Date
- Home Inspection Date
- Escrow Date
- Expiration Date
- Property Address
- Property Unit
- Property Listing Status
- Property MLS Listing ID
- Property Label
- Property List Price
- Property Type
- Property Bedrooms
- Property Bathrooms
- Property Square Feet
- Property Lot Size (Sqft)
- Property Note
Action
Write
- Transaction NameRequired
- Transaction ID
- Lead First NameRequired
- Lead Last Name
- Lead ID
- Associated Lead Email
- Transaction Owner ID
- Transaction Owner Email
- Transaction TypeRequired
- Transaction StageRequired
- Close Price
- GCI
- Team Revenue
- Agent Revenue
- Commission Rate
- Timezone
- Closed Date
- Expected Close
- Appointment Date
- Agreement Signed Date
- Offer Date
- Contract Date
- Appraisal Date
- Home Inspection Date
- Escrow Date
- Expiration Date
- Property Address
- Property Unit
- Property Listing Status
- Property MLS Listing ID
- Property Label
- Property List Price
- Property Type
- Property Bedrooms
- Property Bathrooms
- Property Square Feet
- Property Lot Size (Sqft)
- Property Note
Action
Write
- Api Docs Info
  API docs for Chime are located here https://api.chime.me/docs/index.html
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- Status
  Triggers on both sent and completed envelopes if no option selected.
- Download form data?
  Should this trigger pull in form data? To work, the Sending Setting "Allow sender to download form data" must be enabled for the account in Docusign here
Trigger
Scheduled
Try It
- Template IdRequired
- Email Subject
  Subject line of email. Overrides template setting
- Email Blurb
  Email message to recipient. Overrides template setting.
- Recipient Email
- Recipient Name
- Recipient Role
  Choose role as defined on template or use a custom value
Action
Write
- Api Docs Info
  API docs for DocuSign are located here https://developers.docusign.com/
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write

How Chime + DocuSign Integrations Work

Step 1: Authenticate Chime and DocuSign.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Chime + DocuSign

About Chime

Chime is a product of the technology company Chime Technologies, which offers a complete tech solution for real estate agents.

Learn more

Related categories

CRM (Customer Relationship Management)

About DocuSign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.

Related categories

Signatures

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Chime + DocuSign Integrations

How to connect Chime + DocuSign

Connect your apps and automate workflows

Lead Group Changed

New Transaction

Smart Plan Action

Zap Trigger IDRequired

Create Lead

First Name

Last Name

Email

Phone

Birthday

Street or Complete Address (Mailing Address)

Lead Type

Source

Group

Tag

Note

Subscription - Smart Plans

Subscription - Property Alert

Subscription - Market Report

Min Price (Buyer)

Max Price (Buyer)

Location (Deprecated)

City (Buyer)

State (Buyer)

Zipcode (Buyer)

Address (Buyer)

Min Beds (Buyer)

Min Baths (Buyer)

Beds (Seller)

Baths (Seller)

Price (Seller)

Address (Seller)

SqFt (Seller)

City (Seller)

State (Seller)

Zipcode (Seller)

Send Welcome Email

City (Mailing Address)

State (Mailing Address)

Zip Code(Mailing Address)

Update Lead

Email

leadId

First Name

Last Name

Phone

Birthday

Street or Complete Address (Mailing Address)

Lead Type

Source

Group

Tag

Note

Subscription - Smart Plans

Subscription - Property Alert

Subscription - Market Report

Min Price (Buyer)

Max Price (Buyer)

Location (Deprecated)

City (Buyer)

State (Buyer)

Zipcode (Buyer)

Address (Buyer)

Min Beds (Buyer)

Min Baths (Buyer)

Beds (Seller)

Baths (Seller)

Price (Seller)

Address (Seller)

SqFt (Seller)

City (Seller)

State (Seller)

Zipcode (Seller)

City (Mailing Address)

State (Mailing Address)

Zip Code(Mailing Address)

App Extensions (Beta)