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1. Choose trigger event

2. Choose action

1. Select the event

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Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New CRM+ Contact" from Deskera.

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 Deskera 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 CRM+ Contact
Triggers when a New Contact is Created in CRM+.
Trigger
Instant
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New Contact
Triggers when a New Contact is Created.
Trigger
Instant
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New CRM Deal
Triggers when a New Deal is Created in CRM.
Trigger
Instant
Try It
- Account Code
  Required
- Account Name
  Required
- Account Description
  Required
- Account Group Id
  Required
- Account Group Name
  Required
- Tax Code
  Required
- Currency Code
  Required
- Account Status
  Required
Action
Write
- Contact Id
- Contact Name
  Required
- email Id
  Required
- Receivable Account Code
  Required
- Payable Account Code
  Required
- Currency Code
  Required
- Payment Term Code
  Required
- Billing Address1
  Required
- Billing Address2
- Billing Country
- Billing State
- Billing City
- Billing PostalCode
- Is Preferred Billing Address?
  Required
- Shipping Address1
  Required
- Shipping Address2
- Shipping Country
- Shipping State
- Shipping City
- Shipping PostalCode
- Is Preferred Shipping Address?
  Required
- Status
  Required
- Is Customer?
  Required
- Is Vendor?
  Required
Action
Write

- Name
  Required
- Type
  Required
- Organization
- Label
- Email
- Country Code
- Phone
- Address
- Visibility
- Owner
- Sub Owners
Action
Write
- Document Type
- Document Code
- Purchase Order Ref No
- Currency
  Required
- Exchange Rate
- Sales Invoice Date
  Required
- Sales Invoice Due Date
  Required
- Memo
- Attachments
- Unit Price GstInclusive
  Required
- Due Amount
  Required
- Is Recurring?
  Required
- Is Recurring Activated?
  Required
- Product Code
  Required
- Product Description
- Product Quantity
  Required
- Unit Price
  Required
- Discount
  Required
- Discount In Percent
  Required
- Tax Code
- Tax Amount
  Required
- Total Amount
  Required
- Product Order
- Product Type
  Required
- Recurrence Type
- Recurrence Frequency
- Invoice Recurring Count
- Recurrence End Date
- Contact Name
  Required
- Contact Address
  Required
- Ship From Address1
  Required
- Ship From Address2
- Ship From Country
- Ship From State
- Ship From City
- Ship From PostalCode
- Ship To Address1
  Required
- Ship To Address2
- Ship To Country
- Ship To State
- Ship To City
- Ship To PostalCode
- Bill To Address1
  Required
- Bill To Address2
- Bill To Country
- Bill To State
- Bill To City
- Bill To PostalCode
- Ship By Date
  Required
- Fulfillment Status
- Is Draft?
- Fulfillment Complete
- Document Sequence Code
- Sequence Format
- Is Opening Invoice?
  Required
- Total Amount
  Required
- Payable Account Code
- Tax Amount
  Required
- Opening Document Number
- Status
  Required
Action
Write

- Is Draft?
- Ship From Address1
  Required
- Ship From Address2
- Ship From Country
- Ship From State
- Ship From City
- Ship From PostalCode
- Ship To Address1
  Required
- Ship To Address2
- Ship To Country
- Ship To State
- Ship To City
- Ship To PostalCode
- Bill To Address1
  Required
- Bill To Address2
- Bill To Country
- Bill To State
- Bill To City
- Bill To PostalCode
- Document Sequence Code
- Sequence Format
- Vendor Code
- Currency Code
  Required
- Contact Name
  Required
- Contact Address
  Required
- Delivery Date
  Required
- Document Date
  Required
- Due Date
  Required
- Exchange Rate
- Memo
- Order Type
- Unit Price GstInclusive
  Required
- Attachments
- Total Amount
  Required
- Opening Order
- Document Type
- Document Code
- Status
  Required
- Account Code
- Product Code
- Product Description
- Product Quantity
- Unit Price
- Discount
- Discount In Percent
- Tax Code
- Tax Amount
- Total Amount
- Product Order
- Purchase Order Item Code
- Is Drop Ship?
- Warehouse Code
- Back Order
Action
Write
- Contact Code
  Required
- Contact Name
  Required
- Ship From Address1
  Required
- Ship From Address2
- Ship From Country
- Ship From State
- Ship From City
- Ship From PostalCode
- Ship To Address1
  Required
- Ship To Address2
- Ship To Country
- Ship To State
- Ship To City
- Ship To PostalCode
- Bill To Address1
  Required
- Bill To Address2
- Bill To Country
- Bill To State
- Bill To City
- Bill To PostalCode
- Currency
  Required
- Contact Address
  Required
- Exchange Rate
- Quotation Code
- Document Sequence Code
- Sequence Format
- Document Date
  Required
- Fulfillment Date
  Required
- Fulfillment On
- Valid Till Date
  Required
- Closed Date
- Memo
- Unit Price GstInclusive
  Required
- Attachments
- Status
- Fulfillment Status
- Is Deleted?
- Document Type
  Required
- Document Code
  Required
- Product Code
  Required
- Document Sequence Code
- Product Name
  Required
- Product Description
  Required
- Product Quantity
  Required
- Unit Price
  Required
- Discount
  Required
- Discount In Percent
  Required
- Tax Code
- Tax Name
- Tax Amount
- Amount
  Required
- Product Order
- Quotation Item Code
  Required
- Product Type
  Required
- Available Quantity
  Required
- Total Amount
  Required
- Is Draft?
- Ship By Date
  Required
- Fulfillment Type
  Required
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

New CRM+ Deal
Triggers when a New Deal is Created in CRM+.
Trigger
Instant
Try It
New CRM Contact
Triggers when a New Contact is Created in CRM.
Trigger
Instant
Try It
New Product
Triggers when a New Product is Created.
Trigger
Instant
Try It
- Product Code
  Required
- Product Description
  Required
- Product Quantity
  Required
- Unit Price
  Required
- Discount
  Required
- Discount In Percent
  Required
- Tax Code
  Required
- Tax Amount
  Required
- Total Amount
  Required
- Product Order
  Required
- Purchase Invoice Item Code
- Is Draft?
- Is Received Completed?
- Ship From Address1
  Required
- Ship From Address2
- Ship From Country
- Ship From State
- Ship From City
- Ship From PostalCode
- Ship To Address1
  Required
- Ship To Address2
- Ship To Country
- Ship To State
- Ship To City
- Ship To PostalCode
- Bill To Address1
  Required
- Bill To Address2
- Bill To Country
- Bill To State
- Bill To City
- Bill To PostalCode
- Document Sequence Code
- Sequence Format
- Is Opening Invoice?
- Total Amount
  Required
- Payable Account Code
- Tax Amount
  Required
- Opening Document Number
- Status
  Required
- Contact Code
  Required
- Purchase Invoice Type
  Required
- Document Type
- Document Code
- Supplier Invoice Number
- Purchase Order Ref No
- Currency
  Required
- Exchange Rate
- Purchase Invoice Date
  Required
- Purchase Invoice Due Date
  Required
- Memo
- Attachments
- Unit Price GstInclusive
  Required
- Due Amount
- Is Recurring?
  Required
- Is Recurring Activated?
  Required
- Receipt Status
  Required
- Account Code
- Account Description
- Discount
- Discount In Percent
- Tax Code
- Tax Amount
- Amount
- Total Amount
- Account Order
- Recurrence Type
- Recurrence Frequency
- Invoice Recurring Count
- Recurrence End Date
- Contact Name
  Required
- Contact Address
  Required
Action
Write
Create a New Contact in CRM+
Creates a new Contact in CRM+ on a specified action
Action
Write
- Name
  Required
- Email
- Contact Number
- New People Name
- Organization
- Amount
- Pipeline
  Required
- Stage
  Required
- Closing Date
  Required
- Deal Date
- Visibility
- Owner
- Sub Owners
Action
Write
- Order ID
  Required
- Total Price
- Sub Total Price
  Required
- Taxes Included
  Required
- Financial Status
  Required
- Email
- Contact ID
  Required
- Contact First Name
  Required
- Contact Last Name
  Required
- Contact Email
- Line Items Product Id
  Required
- Line Items Quantity
  Required
- Line Items Price
  Required
- Line Items Tax Rate
- Line Items Title
  Required
- Line Items Discount
  Required
- Total Tax
  Required
- Total Discount
  Required
- Shipping Lines
- Payment Account Code
- Billing Address1
- Billing Address2
- Billing Country
  Required
- Billing State
  Required
- Billing City
  Required
- Billing Postal Code
  Required
- Shipping Address1
- Shipping Address2
- Shipping Country
  Required
- Shipping State
  Required
- Shipping City
  Required
- Shipping Postal Code
  Required
Action
Write
- Product Name
  Required
- Product type
  Required
- Product Id
  Required
- Product Barcode
- Product description
- Purchase account code
  Required
- Sales account code
  Required
- Purchase return account code
- Sales return account code
- Purchase tax code
- Sales tax code
- Is purchase price tax inclusive?
  Required
- Is sales price tax inclusive?
  Required
- Stock Uom
  Required
- Cost Of Goods Sold Account
  Required
- Stock Adjustment Account
  Required
- Inventory Account
  Required
- Category code
- Category Description
- Is Taxable
  Required
Action
Write
- Id
  Required
- Name
  Required
- Email
- Contact Number
- New People Name
- Organization
- Amount
- Pipeline
  Required
- Stage
  Required
- Closing Date
  Required
- Deal Date
- Visibility
- Owner
- Sub Owners
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

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Connect Deskera and Docusign to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

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

Learn about AI automation

About Deskera

Deskera is all you need to manage your organization's business and financial requirements.

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