DocuSign + ClickFunnels Integrations

How to connect DocuSign + ClickFunnels

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

When this happens...

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.

automatically do this!

Add Email to List

Add a Contact Profile Email to a List.

Supported triggers and actions

What does this mean?

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
New Folder
Triggers when a new folder is created.
Trigger
Scheduled
Create Signature Request
Creates a signature request.
Action
Write
New Contact Activity
Triggers when Contact activity record is created.
Trigger
Instant
New Failed Purchase
Triggers when a failed Purchase is made in a Funnel.
Trigger
Instant

New Successful Purchase
Triggers when a successful Purchase is made in a Funnel.
Trigger
Instant
Add Email to List
Add a Contact Profile Email to a List.
Action
Write

Add Tag to Email
Add a Tag to a Contact Profile by Email.
Action
Write

ClickFunnels
Creates a new opt-in for an email.
Scheduled
Action
ClickFunnels
Create or update a Contact Profile for an email.
Scheduled
Action
ClickFunnels
Remove a Contact Profile Email from List.
Scheduled
Action
ClickFunnels
Remove a Tag from a Contact Profile by Email.
Scheduled
Action
ClickFunnels
Find a Contact Profile by exact match Email.
Scheduled
Action
ClickFunnels
Finds or creates a specific find contact profile.
Scheduled
Action

How DocuSign + ClickFunnels Integrations Work

Step 1: Authenticate DocuSign + ClickFunnels.
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.