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Move lead stages in Clarkup and send envelopes using templates in DocuSign
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Clarkup + Docusign

Move lead stages in Clarkup and send envelopes using templates in DocuSign

Clarkup + Docusign

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

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Lead Stage Moved" from Clarkup.

Add your action

An action happens after the trigger—such as "Add to Bulk Send List" in Docusign.

You’re connected!

Zapier seamlessly connects Clarkup and Docusign, automating your workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

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Connect Clarkup 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.

Integration categories

Automate your lead management and improve conversions

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Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

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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.

triggers, actions, or triggers and actions

Lead Stage Moved
Triggers when a lead is moved to a new stage.
Trigger
Instant
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Click Agreed
Triggers when a recipient accepted a clickwrap agreement.
Trigger
Instant
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- Events to Monitor
  Required
Trigger
Instant
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Envelope Corrected
Triggers when an envelope is corrected.
Trigger
Instant
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Envelope Declined
Triggers when an envelope is declined.
Trigger
Instant
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Envelope Delivered
Triggers when an envelope is delivered.
Trigger
Instant
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Envelope Purge
Triggers when an envelope is purged.
Trigger
Instant
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Envelope Sent
Triggers when an envelope is sent.
Trigger
Instant
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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.
Trigger
Instant
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- Status
- Return only envelopes I created?
- Add certificate of completion?
- Download form data?
Trigger
Polling
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Recipient Authentication Failed
Triggers when a recipient failed an authentication check. If they had multiple attempts to pass a check, they failed all the attempts.
Trigger
Instant
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Recipient Completed
Triggers when a recipient signed or completed their actions for an envelope.
Trigger
Instant
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Recipient Delegated
Triggers when a delegation rule is in place and an envelope is sent to a delegated signer.
Trigger
Instant
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Recipient Marked to Finish Later
Triggers when a recipient selected OTHER ACTIONS > Finish Later for an envelope.
Trigger
Instant
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Recipient Resent
Triggers when an envelope was resent to a specific recipient.
Trigger
Instant
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SMS Opt-In
Triggers when a recipient opted in to receiving SMS notifications for an envelope.
Trigger
Instant
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Template Created
Triggers when a template is created.
Trigger
Instant
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Template Modified
Triggers when a template is modified.
Trigger
Instant
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- Bulk List ID
  Required
- Template
  Required
Action
Write
- Template
  Required
- Email Subject
- Email Blurb
- Recipient Email
- Recipient Name
- Recipient Role
Action
Write
- Envelope ID
  Required
- Document ID
  Required
Action
Write
- Template ID
- Brand ID
- Email Subject
- Email Blurb
Action
Write
- Template Name
  Required
Action
Write
- Webform
  Required
- Link Type
  Required
Action
Write
- Bulk List ID
  Required
- Template
  Required
Action
Write
- Envelope ID
  Required
- Void Reason
  Required
Action
Write

- First Name
- Last Name
- Email
- Nick Name
- Job Title
- Company Website
- Phone
- Linkedin
- Facebook
- Instagram
- Twitter
Action
Write
Click Declined
Triggers when a recipient declined a clickwrap agreement.
Trigger
Instant
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Envelope Completed
Triggers when an envelope is completed.
Trigger
Instant
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Envelope Created
Triggers when an envelope is created.
Trigger
Instant
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Envelope Deleted
Triggers when an envelope is deleted.
Trigger
Instant
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Envelope Discard
Triggers when an envelope is discarded.
Trigger
Instant
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Envelope Resent
Triggers when an envelope is resent.
Trigger
Instant
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Envelope Voided
Triggers when an envelope is voided.
Trigger
Instant
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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.
Trigger
Instant
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New Folder
Triggers when a new folder is created.
Trigger
Polling
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Recipient Autoresponded
Triggers when a recipient’s email account sent an automated response to an envelope notification.
Trigger
Instant
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Recipient Declined
Triggers when a recipient declined to sign.
Trigger
Instant
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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.
Trigger
Instant
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Recipient Reassigned
Triggers when a recipient reassigned an envelope.
Trigger
Instant
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Recipient Sent
Triggers when a notification that it's their turn to sign was sent to the recipient.
Trigger
Instant
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SMS Opt-Out
Triggers when a recipient opted out of receiving SMS notifications for an envelope.
Trigger
Instant
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Template Deleted
Triggers when a template is deleted.
Trigger
Instant
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- Bulk List ID
  Required
- Role Name
  Required
- Name
  Required
- Email
  Required
Action
Write
- List Name
  Required
- Role Name
  Required
- Name
  Required
- Email
  Required
Action
Write
- Template Name
  Required
- Description
- Email Subject
- Email Blurb
- Document
- Document Name
- Recipient Type
- Delivery Method
- Email
- Phone Number
- Recipient Name
- Role Name
  Required
Action
Write
- Brand ID
- Email Subject
- Email Blurb
Action
Write
- Envelope ID
  Required
Action
Write
- Template
  Required
Action
Write
- Template
  Required
- Email Subject
- Email Blurb
- Recipient Email
- Recipient Name
- Recipient Role
Action
Write
- Template
  Required
- Template Name
  Required
- Description
- Email Subject
- Email Blurb
- Document
- Document Name
- Recipient Type
- Delivery Method
- Email
- Phone Number
- Recipient Name
- Role Name
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

Learn how to automate Docusign on the Zapier blog

About Clarkup

ClarkUp is a CRM to organize your leads and create personalized videos to interact with them.

Related categories

Business Intelligence

About Docusign

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

Learn moreLearn moreHelpHelp

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