Docusign Integrations

Name: Zapier
Availability: InStock

Put Docusign to work with AI and enterprise-grade automation

Automate smarter with Docusign and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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Google Sheets

Google, Spreadsheets

HubSpot

Marketing Automation

monday.com

Project Management

Salesforce

CRM (Customer Relationship Management)

Google Forms

Forms & Surveys, Google

Pipedrive

CRM (Customer Relationship Management)

Typeform

Forms & Surveys

Airtable

Databases

ActiveCampaign

Marketing Automation

Google Sheets

Google, Spreadsheets

HubSpot

Marketing Automation

monday.com

Project Management

Salesforce

CRM (Customer Relationship Management)

Google Forms

Forms & Surveys, Google

Pipedrive

CRM (Customer Relationship Management)

Google Sheets

Google, Spreadsheets

HubSpot

Marketing Automation

monday.com

Project Management

Salesforce

CRM (Customer Relationship Management)

Google Forms

Forms & Surveys, Google

Pipedrive

CRM (Customer Relationship Management)

Typeform

Forms & Surveys

Airtable

Databases

ActiveCampaign

Marketing Automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Upload newly-signed DocuSign envelopes to Google Drive
Details
Try it
Docusign + Google Drive
Send Slack channel messages for signed DocuSign envelopes
Details
Try it
Docusign + Slack
Upload newly-signed DocuSign envelopes to Dropbox
Details
Try it
Docusign + Dropbox
Add Google Sheets rows for new sent or completed DocuSign envelopes
Details
Try it
Docusign + Google Sheets
Create DocuSign signature requests for new entries in Typeform
Details
Try it
Typeform + Docusign
Create DocuSign signature requests for new reserved orders in Booqable
Details
Try it
Booqable + Docusign

Upload newly-signed DocuSign envelopes to Google Drive

Details

Try it

Docusign + Google Drive

Send Slack channel messages for signed DocuSign envelopes

Details

Try it

Docusign + Slack

Upload newly-signed DocuSign envelopes to Dropbox

Details

Try it

Docusign + Dropbox

Add Google Sheets rows for new sent or completed DocuSign envelopes

Details

Try it

Docusign + Google Sheets

Create DocuSign signature requests for new entries in Typeform

Details

Try it

Typeform + Docusign

Create DocuSign signature requests for new reserved orders in Booqable

Details

Try it

Booqable + Docusign

Send direct messages in Slack for completed DocuSign envelopes

Details

Try it

Docusign + Slack

Create ActiveCampaign contacts from newly sent DocuSign envelopes

Details

Try it

Docusign + ActiveCampaign

Send envelopes using template in DocuSign for every new submission in Jotform

Details

Try it

Jotform + Docusign

Create DocuSign signature requests from new responses in Google Forms

Details

Try it

Google Forms + Docusign

Send emails from Gmail when new DocuSign envelopes are sent or completed

Details

Try it

Docusign + Gmail

Create DocuSign signature requests for new Zapier Interfaces form submissions

Details

Try it

Zapier Interfaces + Docusign

Send direct messages in Slack for completed DocuSign envelopes
Details
Try it
Docusign + Slack
Create ActiveCampaign contacts from newly sent DocuSign envelopes
Details
Try it
Docusign + ActiveCampaign
Send envelopes using template in DocuSign for every new submission in Jotform
Details
Try it
Jotform + Docusign
Create DocuSign signature requests from new responses in Google Forms
Details
Try it
Google Forms + Docusign
Send emails from Gmail when new DocuSign envelopes are sent or completed
Details
Try it
Docusign + Gmail
Create DocuSign signature requests for new Zapier Interfaces form submissions
Details
Try it
Zapier Interfaces + Docusign

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.

Click Agreed
Triggers when a recipient accepted a clickwrap agreement.
Trigger
Instant
Try It
- Events to Monitor
  Required
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It

- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- 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
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- 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
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
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

Click Declined
Triggers when a recipient declined a clickwrap agreement.
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- 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
- Warning_text
- 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
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- 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
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

Docusign Help & Support

Common issues

Common Problems with DocuSign on Zapier

How to get started with Docusign on Zapier

Docusign Tutorials

About Docusign

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

HelpHelp

Related categories

Signatures

Similar apps

Dropbox Sign

Signatures

SignNow

Signatures

RightSignature

Signatures

Docusign Integrations

Put Docusign to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Upload newly-signed DocuSign envelopes to Google Drive

Send Slack channel messages for signed DocuSign envelopes

Upload newly-signed DocuSign envelopes to Dropbox

Add Google Sheets rows for new sent or completed DocuSign envelopes

Create DocuSign signature requests for new entries in Typeform

Create DocuSign signature requests for new reserved orders in Booqable

Upload newly-signed DocuSign envelopes to Google Drive

Send Slack channel messages for signed DocuSign envelopes

Upload newly-signed DocuSign envelopes to Dropbox

Add Google Sheets rows for new sent or completed DocuSign envelopes

Create DocuSign signature requests for new entries in Typeform

Create DocuSign signature requests for new reserved orders in Booqable

Send direct messages in Slack for completed DocuSign envelopes

Create ActiveCampaign contacts from newly sent DocuSign envelopes

Send envelopes using template in DocuSign for every new submission in Jotform

Create DocuSign signature requests from new responses in Google Forms

Send emails from Gmail when new DocuSign envelopes are sent or completed

Create DocuSign signature requests for new Zapier Interfaces form submissions

Send direct messages in Slack for completed DocuSign envelopes

Create ActiveCampaign contacts from newly sent DocuSign envelopes

Send envelopes using template in DocuSign for every new submission in Jotform

Create DocuSign signature requests from new responses in Google Forms

Send emails from Gmail when new DocuSign envelopes are sent or completed

Create DocuSign signature requests for new Zapier Interfaces form submissions

Supported triggers and actions

Docusign Help & Support

Common issues

Common Problems with DocuSign on Zapier

How to get started with Docusign on Zapier

Docusign Tutorials

5 ways to automate DocuSign with Zapier

Popular Docusign Integrations

Popular Docusign Integrations

Docusign Integrations

Put Docusign to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Upload newly-signed DocuSign envelopes to Google Drive

Send Slack channel messages for signed DocuSign envelopes

Upload newly-signed DocuSign envelopes to Dropbox

Add Google Sheets rows for new sent or completed DocuSign envelopes

Create DocuSign signature requests for new entries in Typeform

Create DocuSign signature requests for new reserved orders in Booqable

Upload newly-signed DocuSign envelopes to Google Drive

Send Slack channel messages for signed DocuSign envelopes

Upload newly-signed DocuSign envelopes to Dropbox

Add Google Sheets rows for new sent or completed DocuSign envelopes

Create DocuSign signature requests for new entries in Typeform

Create DocuSign signature requests for new reserved orders in Booqable

Send direct messages in Slack for completed DocuSign envelopes

Create ActiveCampaign contacts from newly sent DocuSign envelopes

Send envelopes using template in DocuSign for every new submission in Jotform

Create DocuSign signature requests from new responses in Google Forms

Send emails from Gmail when new DocuSign envelopes are sent or completed

Create DocuSign signature requests for new Zapier Interfaces form submissions

Send direct messages in Slack for completed DocuSign envelopes

Create ActiveCampaign contacts from newly sent DocuSign envelopes

Send envelopes using template in DocuSign for every new submission in Jotform

Create DocuSign signature requests from new responses in Google Forms

Send emails from Gmail when new DocuSign envelopes are sent or completed

Create DocuSign signature requests for new Zapier Interfaces form submissions

Docusign Help & Support

Common issues

.css-ojnz7r{font:500 1.125rem/1.5rem Inter,var(--zds-typography-base, Helvetica),Helvetica,arial,sans-serif;color:#695be8;margin-bottom:0;transition-property:all;transition-timing-function:ease-in-out;transition-duration:300ms;}Common Problems with DocuSign on Zapier

How to get started with Docusign on Zapier

Docusign Tutorials

5 ways to automate DocuSign with Zapier

Popular Docusign Integrations

Popular Docusign Integrations

Common Problems with DocuSign on Zapier