ClickFunnels + DocuSign Integrations

How to connect ClickFunnels + DocuSign

Zapier lets you send info between ClickFunnels and DocuSign automatically—no code required.

When this happens...

New Contact Activity

Triggers when Contact activity record is created.

automatically do this!

Create Signature Request

Creates a signature request.

New Contact Activity
Triggers when Contact activity record is created.
Trigger
Instant
New Failed Purchase
Triggers when a failed Purchase is made in a Funnel.
Trigger
Instant
New Successful Purchase
Triggers when a successful Purchase is made in a Funnel.
Trigger
Instant
Add Email to List
Add a Contact Profile Email to a List.
Action
Write
Add Tag to Email
Add a Tag to a Contact Profile by Email.
Action
Write

Create Contact Optin
Creates a new opt-in for an email.
Action
Write
Create Contact Profile
Create or update a Contact Profile for an email.
Action
Write

ClickFunnels
Remove a Tag from a Contact Profile by Email.
Scheduled
Action
ClickFunnels
Find a Contact Profile by exact match Email.
Scheduled
Action
ClickFunnels
Finds or creates a specific find contact profile.
Scheduled
Action
DocuSign
Triggers when an envelope is sent or completed. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Zapier will only fetch data and documents for envelope types that have been selected.
Scheduled
Trigger
DocuSign
Triggers when a new folder is created.
Scheduled
Trigger
DocuSign
Creates a signature request.
Scheduled
Action

Step 1: Authenticate ClickFunnels + 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.