Cognito Forms + DocuSign Integrations
How to connect Cognito Forms + DocuSign
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Entry DeletedTriggers when an entry is deleted.Trigger- New EntryTriggers when someone fills out your form.Trigger
- New OrderTriggers when an order is created.Trigger
- New PaymentTriggers when a payment is collected.Trigger
- New RefundTriggers when a refund is issued.Trigger
- Update EntryTriggers when someone updates an entry.Trigger
- Create EntryCreates a new entry.Action
- Update EntryUpdates an entry.Action
- Cognito Forms
Sets the availability of a form.
Scheduled
Action
- Cognito Forms
Gets an entry document.
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
How Cognito Forms + DocuSign Integrations Work
- Step 1: Authenticate Cognito Forms 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.
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About DocuSign
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