DocuSign + Close Integrations

How to connect DocuSign + Close

Zapier lets you send info between DocuSign and Close 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 Address to Lead

Adds an address to a lead.

Popular DocuSign + Close workflows

Our most popular Zap! arrow pointing down

Update opportunities in Close when envelopes are signed in DocuSign
DocuSign + Close
More details
When this happens
Step 1: Envelope Sent or Completed
Then do this
Step 2: Find Opportunity
Then do this
Step 3: Update Opportunity
See Zap details Try it
Update opportunities in Close when envelopes are signed in DocuSign
Update opportunities in Close when envelopes are signed in DocuSign
DocuSign + Close
Request signatures in Docusign when newly-won opportunities in Close
Close + DocuSign
More details
When this happens
Step 1: New Opportunity in Status
Then do this
Step 2: Create Signature Request
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Request signatures in Docusign when newly-won opportunities in Close
Request signatures in Docusign when newly-won opportunities in Close
Close + DocuSign
Find leads and update opportunities in Close when new envelopes are sent or completed in DocuSign
DocuSign + Close
More details
When this happens
Step 1: Envelope Sent or Completed
Then do this
Step 2: Find Lead
Then do this
Step 3: Update Opportunity
See Zap details Try it
Find 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
DocuSign + Close

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 Call Recording
Triggers when a new call recording or voicemail is added to Close.
Trigger
Instant
New Call
Triggers when a new Call is created or completed.
Trigger
Instant

New Contact
Triggers when a new contact is created.
Trigger
Instant
New or Updated Custom Activity
Triggers when a Custom Activity is created or updated.
Trigger
Instant

New Email
Triggers when a new incoming Email is created or an outgoing Email is sent.
Trigger
Instant

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 an email sequence, when an email sequence subscription is paused, when an email sequence subscription is resumed, or when an email sequence subscription is finished.
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 report for your organization. This report will return the data that you see at the top of the "Opportunities" page in Close.io.
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 an email sequence.
Scheduled
Action
Close
Creates a new 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 Email Sequence Subscription.
Scheduled
Action
Close
Updates an existing 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 email 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 + 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.

Connect apps

Connect DocuSign + Close

About DocuSign

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

Learn More

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About Close

Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.

Learn More