DocuSign

DocuSign Help & Support

What DocuSign Triggers and Actions are Supported

Supported Triggers#

  • Envelope Sent or Completed - Triggers when an envelope is sent or completed. NOTE: This trigger only checks for new envelopes every 15 minutes.
  • New Folder - Triggers when a new folder is created.

Supported Searches#

  • None yet!

Supported Actions#

  • Create Signature Request - Creates a signature request.
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How to Get Started with DocuSign on Zapier

When you start creating a DocuSign Zap, you will be asked to connect your DocuSign account.

Click to connect DocuSign

You’ll now be asked to log into your DocuSign account (unless you are already logged in).

DocuSign Login

If all steps were successful your DocuSign account will now be successfully connected.

DocuSign connection successfull

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Common Problems with DocuSign on Zapier

Zap with Envelope sent or completed trigger not triggering/can't pull samples#

A paid plan is needed to use this trigger

Any other potential restrictions with the DocuSign integration?#

The envelope sent or completed trigger only checks for new envelopes every 15 minutes.

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

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