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How Zapier works
Zapier makes it easy to integrate Docusign with Dotloop - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Click Agreed" from Docusign.
Add your action
An action happens after the trigger—such as "Create Loop" in Dotloop.
You’re connected!
Zapier seamlessly connects Docusign and Dotloop, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Click Agreed
Triggers when a recipient accepted a clickwrap agreement.
Try ItTriggerInstant - Events to MonitorRequired
Try ItTriggerInstant- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerInstant- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerInstant
- Click Declined
Triggers when a recipient declined a clickwrap agreement.
Try ItTriggerInstant - Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerInstant- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerInstant- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerInstant
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Learn how to automate Docusign on the Zapier blog
Frequently Asked Questions about Docusign + Dotloop integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Docusign and Dotloop
What applications do I need to integrate Dotloop with Docusign?
To integrate Dotloop with Docusign, you need active accounts on both platforms. Additionally, we provide integration tools like Zapier to automate the process by setting up specific triggers and actions.