Cognito Forms + DocuSign Integrations

How to connect Cognito Forms + DocuSign

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

When this happens...

automatically do this!

Supported triggers and actions

What does this mean?

New Entry
Triggers when someone fills out your form.
Trigger
Instant
New Order
Triggers when an order is created.
Trigger
Instant
New Payment
Triggers when a payment is collected.
Trigger
Instant
New Refund
Triggers when a refund is issued.
Trigger
Instant
Update Entry
Triggers when someone updates an entry.
Trigger
Instant

Create Entry
Creates a new entry.
Action
Write
Set Form Availability
Sets the availability of a form.
Action
Write

Envelope Sent or Completed
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.
Trigger
Scheduled

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 + 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.

Connect apps

Connect Cognito Forms + DocuSign

About Cognito Forms

Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.

Learn More