DocuSign + Close Integrations
How to connect DocuSign + Close
Zapier lets you send info between DocuSign and Close automatically—no code required.
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Popular DocuSign + Close workflows
Update opportunities in Close when envelopes are signed in DocuSign
Update opportunities in Close when envelopes are signed in DocuSignRequest signatures in Docusign when newly-won opportunities in Close
Request signatures in Docusign when newly-won opportunities in CloseFind leads and update opportunities in Close when new envelopes are sent or completed in DocuSign
Find leads and update opportunities in Close when new envelopes are sent or completed in DocuSign
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Envelope Sent or CompletedTriggers 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- New FolderTriggers when a new folder is created.Trigger
- Create Signature RequestCreates a signature request.Action
New Call RecordingTriggers when a new call recording or voicemail is added to Close.Trigger- New CallTriggers when a new Call is created or completed.Trigger
- New Contact in Contact Smart ViewTriggers when a new Contact is added to a Contact Smart View.Trigger
- New ContactTriggers when a new contact is created.Trigger
- New or Updated Custom ActivityTriggers when a Custom Activity is created or updated.Trigger
- Close
Triggers when a new incoming Email is created or an outgoing Email is sent.
Instant
Trigger
- Close
Triggers when a new Export is created or completed.
Instant
Trigger
- Close
Triggers when a new item appears in your Close inbox.
Instant
Trigger
- Close
Triggers when a new lead is created.
Instant
Trigger
- Close
Triggers when a lead enters a new status. Optionally trigger when a lead is created in a status.
Instant
Trigger
- Close
Triggers when a new lead is added to a search query or Smart View.
Scheduled
Trigger
- Close
Triggers when a Meeting is scheduled, started, completed, or canceled.
Instant
Trigger
- Close
Triggers when a new membership is added to or removed from your Close organization.
Instant
Trigger
- Close
Triggers when a new event is created.
Instant
Trigger
- Close
Triggers when a new Note is created.
Scheduled
Trigger
- Close
Triggers when an opportunity enters a new status. Optionally trigger when an opportunity is created in a status.
Instant
Trigger
- Close
Triggers when a new opportunity is added.
Instant
Trigger
- Close
Triggers when a contact is subscribed to a sequence, when a sequence subscription is paused, resumed, finished, has reached its goal, or has encountered an error.
Instant
Trigger
- Close
Triggers when a new inbound SMS is created or an outbound SMS is sent.
Instant
Trigger
- Close
Triggers when a new task is created or completed.
Instant
Trigger
- Close
Adds an address to a lead.
Scheduled
Action
- Close
Delete logged call.
Scheduled
Action
- Close
Delete an email on a lead.
Scheduled
Action
- Close
Deletes a single email address from an existing contact.
Scheduled
Action
- Close
Exports an activity overview or an activity comparison report to a CSV file.
Scheduled
Action
- Close
Merges one lead into another lead.
Scheduled
Action
- Close
Runs an activity overview report for your organization.
Scheduled
Action
- Close
Creates a new bulk action. You can choose from "Update the Lead Status," "Update a Custom Field," and "Clear a Custom Field".
Scheduled
Action
- Close
Creates a new bulk email.
Scheduled
Action
- Close
Creates a new bulk sequence subscription action.
Scheduled
Action
- Close
Creates a new call.
Scheduled
Action
- Close
Creates a new Contact.
Scheduled
Action
- Close
Creates a new Custom Activity.
Scheduled
Action
- Close
Creates a new email.
Scheduled
Action
- Close
Creates a new export of leads, opportunities, or contacts, based on a lead search query, that will be emailed to your email address.
Scheduled
Action
- Close
Invites a user to join your Close organization.
Scheduled
Action
- Close
Creates a New Lead
Scheduled
Action
- Close
Creates a new note.
Scheduled
Action
- Close
Find the total number of leads in a given query.
Scheduled
Action
- Close
Runs an Opportunity Funnel report for your organization.
Scheduled
Action
- Close
Runs an opportunity report for your organization. This report will return the data that you see at the top of the "Opportunities" page in Close.
Scheduled
Action
- Close
Creates a new opportunity.
Scheduled
Action
- Close
Runs a sent email report for your organization.
Scheduled
Action
- Close
Subscribes a contact to a sequence.
Scheduled
Action
- Close
Creates a new Lead Smart View.
Scheduled
Action
- Close
Creates a new SMS.
Scheduled
Action
- Close
Runs a status change report for your organization.
Scheduled
Action
- Close
Creates a new Task.
Scheduled
Action
- Close
Select a random user from your organization.
Scheduled
Action
- Close
Turn on and off call forwarding for a specific number.
Scheduled
Action
- Close
Updates an existing Call.
Scheduled
Action
- Close
Updates an existing Contact.
Scheduled
Action
- Close
Updates an exisiting Custom Activity.
Scheduled
Action
- Close
Updates an existing Lead.
Scheduled
Action
- Close
Updates an existing Note.
Scheduled
Action
- Close
Updates an existing Opportunity.
Scheduled
Action
- Close
Updates an existing Sequence Subscription.
Scheduled
Action
- Close
Updates an existing Lead Smart View.
Scheduled
Action
- Close
Updates an existing Task.
Scheduled
Action
- Close
Find an existing call.
Scheduled
Action
- Close
Find a Connected Account you can use to send emails.
Scheduled
Action
- Close
Finds an existing contact.
Scheduled
Action
- Close
Finds an existing Custom Activity.
Scheduled
Action
- Close
Find an existing lead.
Scheduled
Action
- Close
Find an existing note.
Scheduled
Action
- Close
Find an existing Opportunity.
Scheduled
Action
- Close
Find an existing sequence subscription.
Scheduled
Action
- Close
Find an existing task.
Scheduled
Action
- Close
Find an existing Close user.
Scheduled
Action
- Close
Find or Create Contact
Scheduled
Action
- Close
Find or Create Custom Activity
Scheduled
Action
- Close
Find or Create Lead
Scheduled
Action
- Close
Find or Create Note
Scheduled
Action
- Close
Find or Create Opportunity
Scheduled
Action
- Close
Find or Create Task
Scheduled
Action
How DocuSign + Close Integrations Work
- Step 1: Authenticate DocuSign and Close.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.
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