DocuSign + Cognito Forms + Email by Zapier Integrations
How to connect DocuSign + Cognito Forms + Email by Zapier
Zapier lets you send info between DocuSign, Cognito Forms, and Email by Zapier automatically—no code required.
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Do even more with DocuSign + Cognito Forms + Email by Zapier
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, Cognito Forms, and Email by Zapier. And don’t forget that you can add more apps and actions to create complex workflows.
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
Entry DeletedTriggers when an entry is deleted.Trigger- New EntryTriggers when someone fills out your form.Trigger
- New OrderTriggers when an order is created.Trigger
- New PaymentTriggers when a payment is collected.Trigger
- New RefundTriggers when a refund is issued.Trigger
- Cognito Forms
Triggers when someone updates an entry.
Instant
Trigger
- Cognito Forms
Creates a new entry.
Scheduled
Action
- Cognito Forms
Updates an entry.
Scheduled
Action
- Cognito Forms
Sets the availability of a form.
Scheduled
Action
- Cognito Forms
Gets an entry document.
Scheduled
Action
- Email by Zapier
Triggers when an email is forwarded to your own custom
Instant
Trigger
- Email by Zapier
Triggers when an email that you've enabled read receipts on via our
Instant
Trigger
- Email by Zapier
Send an email from your own custom
Scheduled
Action
Connect your apps and automate workflows
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How DocuSign + Cognito Forms + Email by Zapier Integrations Work
- Step 1: Authenticate DocuSign, Cognito Forms, and Email by Zapier.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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