Triggers when an envelope is purged.

Triggers when an envelope is sent.

Triggers when a recipient’s email account sent an automated response to an envelope notification.

Triggers when a recipient declined to sign.

Triggers when a recipient viewed the documents through the Docusign signing website. This event does not signify email or SMS delivery of an envelope.

Triggers when a recipient reassigned an envelope.

Triggers when a notification that it's their turn to sign was sent to the recipient.

Adds new recipients to an existing bulk send list.

Sends a template to multiple recipients using a bulk send list.

Creates a draft signature request.

Creates a new template using a document.

Sends an envelope signature request using a document.

Retrieves a list of documents associated with an envelope.

Retrieves a list of documents associated with a template.

Creates a signature request.

Updates an existing template with new documents and recipients.

Voids an existing envelope.

Retrieves a list of documents associated with an envelope by ID, with downloadable file URLs. Use this search when you need to fetch document metadata and download links without triggering hydration timeouts in your trigger steps.

Retrieves metadata and timing information for a specific envelope by ID, including email subject/message, timestamps, and status. Use this search when you need to fetch envelope information without triggering hydration timeouts in your trigger steps.

Triggers when a new call or voicemail transcript is added to Close.

Triggers when a new Contact is added to a Contact Smart View.

Triggers when a Custom Activity is published (saved).

Triggers when a new incoming Email is created or an outgoing Email is sent.

Triggers when a new Form Submission is created.

Triggers when a new lead is created.

Triggers when a new lead is added to a Smart View.

Triggers when a new membership is added to or removed from your Close organization.

Triggers when a new Note is created.

Triggers when a new opportunity is added.

Triggers when a new inbound SMS is created or an outbound SMS is sent.

Adds an address to a lead.

Delete logged call.

Deletes a single email address from an existing contact.

Merges one lead into another lead.

Creates a new bulk action. You can choose from "Update the Lead Status," "Update a Custom Field," and "Clear a Custom Field".

Creates a new bulk workflow subscription action.

Creates a new Call Task.

Creates a new Custom Activity.

Creates a new email.

Adds a new user to your Close organization.

Creates a new note.

Runs an Opportunity Funnel report for your organization.

Creates a new opportunity.

Subscribes a contact to a Workflow.

Creates a new SMS.

Creates a new Task.

Resubscribes an email address.

Unsubscribes an email address.

Updates an existing Contact.

Updates an existing Custom Object.

Updates an existing Note.

Updates an existing Workflow Subscription.

Updates an existing Task.

Find an existing call.

Find existing Contacts.

Find an existing Custom Objects.

Find an existing lead.

Find an existing note.

Find an existing workflow subscription.

Find an existing Close user.

Find or Create Contact

Find or Create Custom Object

Find or Create Note

Find or Create Task

Triggers when an envelope is resent.

Triggers when an envelope is voided.

Triggers when an envelope is sent, completed, signed, voided, or declined. 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. Some data may be unavailable if you do not have full access to the envelope.

Triggers when a recipient failed an authentication check. If they had multiple attempts to pass a check, they failed all the attempts.

Triggers when a recipient signed or completed their actions for an envelope.

Triggers when a delegation rule is in place and an envelope is sent to a delegated signer.

Triggers when a recipient selected OTHER ACTIONS > Finish Later for an envelope.

Triggers when an envelope was resent to a specific recipient.

Creates a new bulk send list with multiple recipients.

Downloads a document from an envelope.

Sends a envelope signature request using a template.

Finds a template by name.

Creates a pre-filled webform link.

Tests if a template can be sent to a bulk send list.

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Retrieves custom fields (text and list fields) for a specific envelope by ID. Use this search when you need to fetch custom field data without triggering hydration timeouts in your trigger steps.

Retrieves form field data for a specific envelope by ID. Use this search when you need to fetch form data without triggering hydration timeouts in your trigger steps. Note: The "Allow sender to download form data" setting must be enabled in DocuSign (

Retrieves all recipients (signers, agents, editors, carbon copies, etc.) for a specific envelope by ID. Use this search when you need to fetch recipient data without triggering hydration timeouts in your trigger steps.

Triggers when a new Call is created or completed.

Triggers when a Custom Object is created or updated.

Triggers when a new Export is created or completed.

Triggers when a new item is created in your Inbox, Done, or Future folder