DocuSign + ClickFunnels + Gmail Integrations

How to connect DocuSign + ClickFunnels + Gmail

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Do even more with DocuSign + ClickFunnels + Gmail

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with DocuSign, ClickFunnels, and Gmail. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

- Status
  Triggers on both sent and completed envelopes if no option selected.
- Download form data?
  Should this trigger pull in form data? To work, the Sending Setting "Allow sender to download form data" must be enabled for the account in Docusign here
Trigger
Scheduled
Try It
- Template IdRequired
- Email Subject
  Subject line of email. Overrides template setting
- Email Blurb
  Email message to recipient. Overrides template setting.
- Recipient Email
- Recipient Name
- Recipient Role
  Choose role as defined on template or use a custom value
Action
Write
- Funnel
  Which Funnel should we watch for new Contacts?
- Funnel Step
  Which Funnel Step should we watch for new Contacts?
Trigger
Instant
Try It
- Funnel
  Which Funnel should we watch for new Purchases?
- Funnel Step
  Which Funnel Step should we watch for new Purchases?
Trigger
Instant
Try It
- TagRequired
  Tag string to add to contact profile.
- EmailRequired
  Email of contact profile to receive tag.
Action
Write

- EmailRequired
  The email for the contact profile.
Action
Write
- TagRequired
  Tag to Add to Contact Profile.
- EmailRequired
  Email Address of Contact Profile that should receive tag.
Action
Write

- EmailRequired
  Exact email search.
Action
Search
- Label/Mailbox
- Search String
  This works the same as the search bar you see in Gmail. For example: from:amy OR from:david or subject:dinner label:my-family. Learn more.
Trigger
Scheduled
Try It
- Label/MailboxRequired
Trigger
Scheduled
Try It
- Search StringRequired
  By default this search will trigger on emails in all folders, including Sent emails, which most people don't want. To limit results, like to your inbox, include in:inbox.
  This works the same as the search bar you see in Gmail. For example: from:amy OR from:david or in:inbox subject:dinner label:my-family. Learn more.
Trigger
Scheduled
Try It
- Label/Mailbox
Trigger
Scheduled
Try It
- SubjectRequired
- To
  Who will this email be sent to? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.
- Cc
  Who should be cc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.
- Bcc
  Who should be bcc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.
- From
  Select an email address or alias from your Gmail Account. Defaults to the primary email address.
- From Name
  Customize the from name (but must be sent via the email address you connected).
- Body Type
- BodyRequired
- Signature
  Include a default signature with the email? Will be placed at end of the message after a line break and another "--" line. Note: Only signatures set as your Gmail account email/alias "Signature Defaults" > "For New Emails Use" are displayed.
- Label/Mailbox
- Attachments
  A file to be attached. Can be an actual file or a public URL which will be downloaded and attached.
Action
Write
- NameRequired
  Can have parents via a simple forward slash syntax: "Parent/Child"
Action
Write
- Message to Remove Label(s) FromRequired
- Label(s) to RemoveRequired
Action
Write
- Search StringRequired
  This works the same as the search bar you see in Gmail. For example: from:amy OR from:david< or subject:dinner label:my-family. Learn more. Note: Only one email will be returned by the search.
Action
Search

New Folder
Triggers when a new folder is created.
Trigger
Scheduled
Try It
- Api Docs Info
  API docs for DocuSign are located here https://developers.docusign.com/
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- Funnel
  Which Funnel should we watch for new Purchases?
- Funnel Step
  Which Funnel Step should we watch for new Purchases?
Trigger
Instant
Try It
- ListRequired
  Select the Static List to add a Contact Profile Email.
- EmailRequired
  Email Address of Contact Profile to add to List.
Action
Write
- FunnelRequired
  Which Funnel Should we Opt Contact into?
- Funnel StepRequired
  Which Funnel Step is this contact going into?
- PageRequired
  The page associated with the opt-in.
- EmailRequired
  The email of the opt-in.
Action
Write
- ListRequired
  Select the Static List to add a Contact Profile Email.
- EmailRequired
  Email Address of Contact Profile to add to List.
Action
Write
- Api Docs Info
  API docs for ClickFunnels are located here https://apidocs.clickfunnels.com/
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- EmailRequired
  The email for the contact profile.
Action
Search or write
New Label
Triggers when you add a new label.
Trigger
Scheduled
Try It
- Label/Mailbox
  (Note: If no Label/Mailbox is selected, this Zap will trigger on all e-mails, including Drafts.)
Trigger
Scheduled
Try It
New Starred Email
Triggers when you receive a new email and star it within two days.
Trigger
Scheduled
Try It
- Label(s) to Add
- Message to be LabeledRequired
Action
Write
- Trigger Instructions
  Important
  If you are using a Gmail trigger for this Zap, we recommend only triggering off of "Inbox" messages to avoid Zap Loops.
  For the "New Email Matching Search" Gmail trigger, please add label:inbox to the end of your "Search String."
  For the "New Email", "New Labeled Email", and "New Thread" Gmail triggers, please select INBOX for the "Label/Mailbox" field.
- ThreadRequired
  If you're not using a Gmail trigger for this Zap, we recommend adding a Search step to find the thread you want.
- To
  Who will this email be sent to? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.
- Cc
  Who should be cc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.
- Bcc
  Who should be bcc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.
- From
  Select an email address or alias from your Gmail Account. Defaults to the primary email address.
- From Name
  Customize the from name (but must be sent via the email address you connected).
- Body Type
- BodyRequired
- Signature
  Include a default signature with the email? Will be placed at end of the message after a line break and another "--" line. Note: Only signatures set as your Gmail account email/alias "Signature Defaults" > "For New Emails Use" are displayed.
- Label/Mailbox
- Attachments
  A file to be attached. Can be an actual file or a public URL which will be downloaded and attached.
Action
Write
- To
  Who will this email be sent to? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.
- Cc
  Who should be cc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.
- Bcc
  Who should be bcc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.
- From
  Select an email address or alias from your Gmail Account. Defaults to the primary email address.
- From Name
- Reply To
  Specify a single reply address other than your own.
- SubjectRequired
- Body Type
  If using the HTML option, you must add any and all formatting (paragraphs, lists, etc) directly using HTML. Learn more.
- BodyRequired
- Signature
  Include a default signature with the email? Will be placed at end of the message after a line break and another "--" line. Note: Only signatures set as your Gmail account email/alias "Signature Defaults" > "For New Emails Use" are displayed.
- Label/Mailbox
- Attachments
  A file to be attached. Can be an actual file or a public URL which will be downloaded and attached.
Action
Write
- Trigger Instructions
  Important
  If you are using a Gmail trigger for this Zap, we recommend only triggering off of "Inbox" messages to avoid Zap Loops.
  For the "New Email Matching Search" Gmail trigger, please add label:inbox to the end of your "Search String."
  For the "New Email", "New Labeled Email", and "New Thread" Gmail triggers, please select INBOX for the "Label/Mailbox" field.
- ThreadRequired
  If you're not using a Gmail trigger for this Zap, we recommend adding a Search step to find the thread you want.
- To
  Who will this email be sent to? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.
- Cc
  Who should be cc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.
- Bcc
  Who should be bcc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.
- From
  Select an email address or alias from your Gmail Account. Defaults to the primary email address.
- From Name
- Reply To
  Specify a single reply address other than your own.
- Body Type
  If using the HTML option, you must add any and all formatting (paragraphs, lists, etc) directly using HTML. Learn more.
- BodyRequired
- Label/Mailbox
- Attachments
  A file to be attached. Can be an actual file or a public URL which will be downloaded and attached.
Action
Write
- Search StringRequired
  This works the same as the search bar you see in Gmail. For example: from:amy OR from:david< or subject:dinner label:my-family. Learn more. Note: Only one email will be returned by the search.
- To
  Who will this email be sent to? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.
- Cc
  Who should be cc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.
- Bcc
  Who should be bcc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.
- From
  Select an email address or alias from your Gmail Account. Defaults to the primary email address.
- From Name
- Reply To
  Specify a single reply address other than your own.
- SubjectRequired
- Body Type
  If using the HTML option, you must add any and all formatting (paragraphs, lists, etc) directly using HTML. Learn more.
- BodyRequired
- Signature
  Include a default signature with the email? Will be placed at end of the message after a line break and another "--" line. Note: Only signatures set as your Gmail account email/alias "Signature Defaults" > "For New Emails Use" are displayed.
- Label/Mailbox
- Attachments
  A file to be attached. Can be an actual file or a public URL which will be downloaded and attached.
Action
Search or write

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How DocuSign + ClickFunnels + Gmail Integrations Work

Step 1: Authenticate DocuSign, ClickFunnels, and Gmail.
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.

Connect apps

Connect DocuSign + ClickFunnels + Gmail

About DocuSign

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

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About ClickFunnels

Create beautiful landing pages and complete marketing funnels.

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About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

Learn more

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DocuSign + ClickFunnels + Gmail Integrations

How to connect DocuSign + ClickFunnels + Gmail

Do even more with DocuSign + ClickFunnels + Gmail

Envelope Sent or Completed

Status

Download form data?

Create Signature Request

Template IdRequired

Email Subject

Email Blurb

Recipient Email

Recipient Name

Recipient Role

New Contact Activity

Funnel

Funnel Step

New Successful Purchase

Funnel

Funnel Step

Add Tag to Email

TagRequired

EmailRequired

Create Contact Profile

EmailRequired

Remove Tag From Email

TagRequired

EmailRequired

Find Contact Profile

EmailRequired

New Attachment

Label/Mailbox

Search String

New Labeled Email

Label/MailboxRequired

New Email Matching Search

Search StringRequired

New Thread

Label/Mailbox

Create Draft

SubjectRequired

To

Cc

Bcc

From

From Name

Body Type

BodyRequired

Signature

Label/Mailbox

Attachments

Create Label

NameRequired

Remove Label from Email

Message to Remove Label(s) FromRequired

Label(s) to RemoveRequired

Find Email

Search StringRequired

New Folder

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

New Failed Purchase

Funnel

Funnel Step

Add Email to List

ListRequired

EmailRequired

Create Contact Optin

FunnelRequired

Funnel StepRequired

PageRequired

EmailRequired

Remove Email From List

ListRequired

EmailRequired