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Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Colleague" from Deputy.

Add your action

An action happens after the trigger—such as "Add Document to Workspace (For IAM Plans)" in Docusign.

You’re connected!

Zapier seamlessly connects Deputy and Docusign, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Colleague
Triggers when a new individual is added to your workplace, you can see them here. This is subject to you have workplace visibility.
Trigger
Polling
Try It
New Post
Triggers when a new newsfeed post arrives.
Trigger
Polling
Try It
New My Timesheet
Triggers when there is a new timesheet that has been saved for me.
Trigger
Polling
Try It
New Location
Triggers when there is a new location or company.
Trigger
Polling
Try It
Forgot to End Shift (Timesheet Incomplete)
Triggers when a timesheet needs to be completed, because an employee has forgotten to end their shift.
Trigger
Polling
Try It

New Leave
Triggers when a new Leave request is submitted
Trigger
Polling
Try It
New Role
Triggers when New Role/Persmission set.
Trigger
Polling
Try It

Get New Timesheets
Lists all the new timesheets
Trigger
Polling
Try It
- Workplace Name
  Required
- Workplace Code
- Location Address
  Required
- Address Notes
- Payroll Export code
- Timezone
Action
Write
- Location
  Required
- Name
  Required
- Payroll Export Code
Action
Write
- Start of Unavailability
  Required
- End of Unavailability
  Required
- Comment about Unavailability
Action
Write
- Area/Department
  Required
- Time of the sale
  Required
- Sales Reference
  Required
- Sales Quantity
  Required
- Sales Type
- Sales Amount
  Required
- Employee
Action
Write
- Work Area
  Required
- Employee
  Required
Action
Write
Click Declined
Triggers when a recipient declined a clickwrap agreement.
Trigger
Instant
Try It
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
Updated Navigator Agreement (For IAM Plans)
Triggers when an existing Navigator agreement is updated. Only available for Docusign IAM Plans.
Trigger
Polling
Try It
Maestro Workflow Failed (For IAM Plans)
Triggers when a Maestro workflow fails. Only available for Docusign IAM Plans.
Trigger
Instant
Try It
Identity Verification Completed
Triggers when a decision has been made regarding the signer's identity verification check for an eIDAS-compliant Qualified Electronic Signature (QES) and they have been notified. If the signer's identity verification check resulted in a failure, the event message includes the specific error codes indicating why it was unsuccessful.
Trigger
Instant
Try It
- Polling Interval
- Status
- Return only envelopes I created?
- Add certificate of completion?
- Include documents?
- Include recipients?
- Include custom fields?
- Download form data?
Trigger
Polling
Try It
New Workspace (For IAM Plans)
Triggers when a new workspace is created. Only available for Docusign IAM Plans.
Trigger
Polling
Try It
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
SMS Opt-In
Triggers when a recipient opted in to receiving SMS notifications for an envelope.
Trigger
Instant
Try It
Template Created
Triggers when a template is created.
Trigger
Instant
Try It
Template Modified
Triggers when a template is modified.
Trigger
Instant
Try It
Add Document to Workspace (For IAM Plans)
Uploads and adds a document to a workspace for organization and collaboration. Only available for Docusign IAM Plans.
Action
Write
Add User to Workspace (For IAM Plans)
Adds a user to a workspace with specified permissions. Only available for Docusign IAM Plans.
Action
Write
- List Name
  Required
- Role Name
  Required
- Name
  Required
- Email
  Required
Action
Write
Create Envelope From Workspace (For IAM Plans)
Creates an envelope associated with the workspace. Envelope recipients will automatically be granted Participate access to the workspace. Only available for Docusign IAM Plans.
Action
Write
Create Workspace (For IAM Plans)
Creates a new workspace for organizing documents, participants, and agreement workflows. Only available for Docusign IAM Plans.
Action
Write
- Envelope ID
  Required
- Document ID
  Required
Action
Write
- Template ID
- Brand ID
- Email Subject
- Email Body
Action
Write
- Template Name
  Required
Action
Write
Find Workspaces (For IAM Plans)
Searches for workspaces by name. Only available for Docusign IAM Plans.
Action
Write
Cancel Maestro Workflow Instance (For IAM Plans)
Cancels a running workflow instance. Only available for Docusign IAM Plans.
Action
Write
Pause Maestro Workflow Instance (For IAM Plans)
Pauses a running workflow instance. Only available for Docusign IAM Plans.
Action
Write
Trigger Maestro Workflow (For IAM Plans)
Triggers a Maestro workflow. Only available for Docusign IAM Plans.
Action
Write
List Users in Workspace (For IAM Plans)
Lists all users in a workspace with their roles and permissions. Only available for Docusign IAM Plans.
Action
Write
Restore Workspace User Access (For IAM Plans)
Restores a user's access to a workspace by re-adding them. Only available for Docusign IAM Plans.
Action
Write
- Template
  Required
- Render Template Tabs
  Required
- Email Subject
- Email Blurb
- Recipient Email
- Recipient Name
- Recipient Role
Action
Write
- Template ID
  Required
- Template Name
  Required
- Description
- Email Subject
  Required
- Email Message
- Document
  Required
- Document Name
- Recipient Type
- Delivery Method
- Email
- Phone Number
- Name
- Role Name
Action
Write
- Envelope ID
  Required
- Void Reason
  Required
Action
Write
Find Maestro Workflow (For IAM Plans)
Finds Maestro workflows that match the search criteria. Only available for Docusign IAM Plans.
Action
Search
Find Maestro Workflow Instance (For IAM Plans)
Finds Maestro workflow instances for a specific workflow. Only available for Docusign IAM Plans.
Action
Search

New Area/Department
Triggers when there is a new area or department created.
Trigger
Polling
Try It
New My Schedule
Triggers when there is a new schedule for me.
Trigger
Polling
Try It
- Event
  Required
Trigger
Polling
Try It
New Employee
Triggers when there is a new employee created.
Trigger
Polling
Try It
New Late Employee
Triggers when someone is late to start their shift.
Trigger
Polling
Try It
New Notification
Triggers when there is a new notification for you.
Trigger
Polling
Try It
New Schedule
Triggers when there is a new schedule
Trigger
Polling
Try It
- Role
- Company
  Required
- First Name
  Required
- Last Name
  Required
- Email Address
  Required
- Mobile Phone
- Employee Payroll ID/Number
Action
Write
- Location
- Employees
- Message
  Required
Action
Write
- Start Timestamp
  Required
- End Timestamp
  Required
- Employee ID
- Publish
- Meal Break Minutes
- Name of the area/department that this is for
- Force Overwrite
- Open
- Comment
- Confirm Status
Action
Write
- Who
- Question
  Required
- Comment
- Due Date
Action
Write
- Timesheet
  Required
- Mealbreak Minutes
Action
Write
Click Agreed
Triggers when a recipient accepted a clickwrap agreement.
Trigger
Instant
Try It
- Events to Monitor
  Required
Trigger
Instant
Try It
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
New Navigator Agreement (For IAM Plans)
Triggers when a new Navigator agreement is created. Only available for Docusign IAM Plans.
Trigger
Polling
Try It
Maestro Workflow Completed (For IAM Plans)
Triggers when a Maestro workflow completes. Only available for Docusign IAM Plans.
Trigger
Instant
Try It
Maestro Workflow Started (For IAM Plans)
Triggers when a Maestro workflow starts. Only available for Docusign IAM Plans.
Trigger
Instant
Try It
Identity Verification Pending
Triggers when a signer completed the identity verification process for an eIDAS-compliant Qualified Electronic Signature (QES), but the result is still pending.
Trigger
Instant
Try It
New Folder
Triggers when a new folder is created.
Trigger
Polling
Try It
New User Added to Workspace (For IAM Plans)
Triggers when a new user is added to a workspace. Only available for Docusign IAM Plans.
Trigger
Polling
Try It
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
SMS Opt-Out
Triggers when a recipient opted out of receiving SMS notifications for an envelope.
Trigger
Instant
Try It
Template Deleted
Triggers when a template is deleted.
Trigger
Instant
Try It
Workspace Documents (For IAM Plans)
Fetches documents from a workspace for selection. Only available for Docusign IAM Plans.
Trigger
Polling
Try It
- Bulk List ID
  Required
- Role Name
  Required
- Name
  Required
- Email
  Required
Action
Write
- Bulk List ID
  Required
- Template
  Required
Action
Write
- Template
  Required
- Email Subject
- Email Blurb
- Recipient Email
- Recipient Name
- Recipient Role
Action
Write
- Template Name
  Required
- Description
- Email Subject
- Email Message
- Document
- Document Name
- Recipient Type
- Delivery Method
- Email
- Phone Number
- Name
- Role Name
Action
Write
Delete Document From Workspace (For IAM Plans)
Removes a document from a workspace permanently. Only available for Docusign IAM Plans.
Action
Write
- Brand ID
- Email Subject
- Email Body
Action
Write
- Envelope ID
  Required
Action
Write
- Template ID
  Required
Action
Write
Find Documents in Workspace (For IAM Plans)
Lists and searches documents within a specific workspace. Only available for Docusign IAM Plans.
Action
Write
Navigator Query Result (For IAM Plans)
Fetches a list of detailed agreements based on a query. Only available for Docusign IAM Plans.
Action
Write
Resume Maestro Workflow Instance (For IAM Plans)
Resumes a paused workflow instance. Only available for Docusign IAM Plans.
Action
Write
List Envelopes in Workspace (For IAM Plans)
Lists all envelopes created from a workspace. Only available for Docusign IAM Plans.
Action
Write
- Webform
  Required
- Link Type
  Required
Action
Write
Revoke Workspace User Access (For IAM Plans)
Removes a user's access to a workspace. Only available for Docusign IAM Plans.
Action
Write
- Bulk List ID
  Required
- Template
  Required
Action
Write
Update Workspace User (For IAM Plans)
Updates a user's role or status in a workspace. Only available for Docusign IAM Plans.
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Find Navigator Agreement (For IAM Plans)
Finds Navigator agreements that match the search criteria. Only available for Docusign IAM Plans.
Action
Search

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Connect Deputy and Docusign to integrate crucial parts of your business

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Automate your lead management and improve conversions

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Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Docusign on the Zapier blog

Make work flow with AI

Level up your Deputy to Docusign integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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About Deputy

Deputy is an all-in-one employee scheduling, timesheets, tasking and communication platform. Used by thousands of businesses around the world it will improve profitability, staff culture and operational accountability.

Learn moreLearn moreHelpHelp

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About Docusign

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

Learn moreLearn moreHelpHelp

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Connect Deputy and Docusign to unlock the power of automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Deputy and Docusign to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Docusign on the Zapier blog

5 ways to automate DocuSign with Zapier

Make work flow with AI

Connect Deputy to Docusign on the world's largest no-code automation platform