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Coda + Docusign

Update rows in Coda when envelope statuses are updated in Docusign

Keep your Coda app updated with the latest changes in your Docusign documents using this workflow. When a status update occurs in Docusign, the corresponding row in Coda will reflect that change, ensuring your data stays accurate and up-to-date. Efficient and reliable, it streamlines your document management process.

Keep your Coda app updated with the latest changes in your Docusign documents using this workflow. When a status update occurs in Docusign, the corresponding row in Coda will reflect that change, ensuring your data stays accurate and up-to-date. Efficient and reliable, it streamlines your document management process.

  1. When this happens...
    DocusignDocusign
    Envelope Status Updated

    Triggers when an envelope is sent, completed, 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. Zapier will only fetch data and documents for envelope types that have been selected.

    TriggerScheduled
  2. automatically do this!
    CodaCoda
    Update Row

    Updates an existing row in the selected table.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Status

    • Add certificate of completion?

    • Download form data?

    Trigger
    Scheduled
    Try It
    • DocumentRequired

    • Apply template ID?

    • Brand ID

    • Email Subject

    • Email Body

    Action
    Write
    • TemplateRequired

    • Email Subject

    • Email Blurb

    • Recipient Email

    • Recipient Name

    • Recipient Role

    Action
    Write
    • DocumentRequired

    • TableRequired

    Trigger
    Scheduled
    Try It
  • Docusign triggers, actions, and search

    New Folder

    Triggers when a new folder is created.

    Trigger
    Scheduled
    Try It
    • Template ID

    • Brand ID

    • Email Subject

    • Email Body

    Action
    Write
    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
    • DocumentRequired

    • TableRequired

    Trigger
    Scheduled
    Try It
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About Coda

Coda is a new type of document that blends the flexibility of documents, the power of spreadsheets, and the utility of apps into a single new canvas.
Learn moreHelp

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About Docusign

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

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