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Quickly connect Docusign to Filter by Zapier with a Zapier template.

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Send signature requests to DocuSign with new changes in Scoro quotes
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Scoro + Filter by Zapier + Docusign
Create signature requests for new 'interested' contacts in Reply
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Reply + Filter by Zapier + Docusign
Create DocuSign signature requests and update leads for newly-completed LeadSimple tasks
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Create signature requests in DocuSign when new deal stages are updated in Recruit CRM
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Recruit CRM + Filter by Zapier + Docusign
Create signature requests in DocuSign when new hiring stages are updated for Recruit CRM candidates
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Recruit CRM + Filter by Zapier + Docusign
Scan documents in Base64.ai with newly-sent or completed DocuSign envelopes and upload them to Amazon S3
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Docusign + Filter by Zapier + Amazon S3

Send signature requests to DocuSign with new changes in Scoro quotes

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Scoro + Filter by Zapier + Docusign

Create signature requests for new 'interested' contacts in Reply

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Reply + Filter by Zapier + Docusign

Create DocuSign signature requests and update leads for newly-completed LeadSimple tasks

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LeadSimple + Filter by Zapier + Docusign

Create signature requests in DocuSign when new deal stages are updated in Recruit CRM

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Recruit CRM + Filter by Zapier + Docusign

Create signature requests in DocuSign when new hiring stages are updated for Recruit CRM candidates

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Recruit CRM + Filter by Zapier + Docusign

Scan documents in Base64.ai with newly-sent or completed DocuSign envelopes and upload them to Amazon S3

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Docusign + Filter by Zapier + Amazon S3

Send DocuSign signature requests for newly accepted castings in Casting42
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Casting42 + Filter by Zapier + Docusign

How Zapier works

Zapier makes it easy to integrate Docusign with Filter by Zapier - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

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 "Only continue if..." in Filter by Zapier.

You’re connected!

Zapier seamlessly connects Docusign and Filter by Zapier, automating your workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

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Connect Docusign and Filter by Zapier to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

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.
Trigger
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- Events to Monitor
  Required
Trigger
Instant
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Envelope Corrected
Triggers when an envelope is corrected.
Trigger
Instant
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Envelope Declined
Triggers when an envelope is declined.
Trigger
Instant
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Envelope Delivered
Triggers when an envelope is delivered.
Trigger
Instant
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Envelope Purge
Triggers when an envelope is purged.
Trigger
Instant
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Envelope Sent
Triggers when an envelope is sent.
Trigger
Instant
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Identity Verification Completed
Triggers when a decision has been made regarding the signer's identity verification check for an eIDAS-compliant Qualified Electronic Signature (QES) and they have been notified. If the signer's identity verification check resulted in a failure, the event message includes the specific error codes indicating why it was unsuccessful.
Trigger
Instant
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- Status
- Return only envelopes I created?
- Add certificate of completion?
- Download form data?
Trigger
Polling
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Recipient Authentication Failed
Triggers when a recipient failed an authentication check. If they had multiple attempts to pass a check, they failed all the attempts.
Trigger
Instant
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Recipient Completed
Triggers when a recipient signed or completed their actions for an envelope.
Trigger
Instant
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Recipient Delegated
Triggers when a delegation rule is in place and an envelope is sent to a delegated signer.
Trigger
Instant
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Recipient Marked to Finish Later
Triggers when a recipient selected OTHER ACTIONS > Finish Later for an envelope.
Trigger
Instant
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Recipient Resent
Triggers when an envelope was resent to a specific recipient.
Trigger
Instant
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SMS Opt-In
Triggers when a recipient opted in to receiving SMS notifications for an envelope.
Trigger
Instant
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Template Created
Triggers when a template is created.
Trigger
Instant
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Template Modified
Triggers when a template is modified.
Trigger
Instant
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- Bulk List ID
  Required
- Template
  Required
Action
Write
- Template
  Required
- Email Subject
- Email Blurb
- Recipient Email
- Recipient Name
- Recipient Role
Action
Write
- Envelope ID
  Required
- Document ID
  Required
Action
Write
- Template ID
- Brand ID
- Email Subject
- Email Blurb
Action
Write
- Template Name
  Required
Action
Write
- Webform
  Required
- Link Type
  Required
Action
Write
- Bulk List ID
  Required
- Template
  Required
Action
Write
- Envelope ID
  Required
- Void Reason
  Required
Action
Write
- Only continue if...
  Required
Action
Filter

Click Declined
Triggers when a recipient declined a clickwrap agreement.
Trigger
Instant
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Envelope Completed
Triggers when an envelope is completed.
Trigger
Instant
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Envelope Created
Triggers when an envelope is created.
Trigger
Instant
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Envelope Deleted
Triggers when an envelope is deleted.
Trigger
Instant
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Envelope Discard
Triggers when an envelope is discarded.
Trigger
Instant
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Envelope Resent
Triggers when an envelope is resent.
Trigger
Instant
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Envelope Voided
Triggers when an envelope is voided.
Trigger
Instant
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Identity Verification Pending
Triggers when a signer completed the identity verification process for an eIDAS-compliant Qualified Electronic Signature (QES), but the result is still pending.
Trigger
Instant
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New Folder
Triggers when a new folder is created.
Trigger
Polling
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Recipient Autoresponded
Triggers when a recipient’s email account sent an automated response to an envelope notification.
Trigger
Instant
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Recipient Declined
Triggers when a recipient declined to sign.
Trigger
Instant
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Recipient Delivered
Triggers when a recipient viewed the documents through the DocuSign signing website. This event does not signify email or SMS delivery of an envelope.
Trigger
Instant
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Recipient Reassigned
Triggers when a recipient reassigned an envelope.
Trigger
Instant
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Recipient Sent
Triggers when a notification that it's their turn to sign was sent to the recipient.
Trigger
Instant
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SMS Opt-Out
Triggers when a recipient opted out of receiving SMS notifications for an envelope.
Trigger
Instant
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Template Deleted
Triggers when a template is deleted.
Trigger
Instant
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- Bulk List ID
  Required
- Role Name
  Required
- Name
  Required
- Email
  Required
Action
Write
- List Name
  Required
- Role Name
  Required
- Name
  Required
- Email
  Required
Action
Write
- Template Name
  Required
- Description
- Email Subject
- Email Blurb
- Document
- Document Name
- Recipient Type
- Delivery Method
- Email
- Phone Number
- Recipient Name
- Role Name
  Required
Action
Write
- Brand ID
- Email Subject
- Email Blurb
Action
Write
- Envelope ID
  Required
Action
Write
- Template
  Required
Action
Write
- Template
  Required
- Email Subject
- Email Blurb
- Recipient Email
- Recipient Name
- Recipient Role
Action
Write
- Template
  Required
- Template Name
  Required
- Description
- Email Subject
- Email Blurb
- Document
- Document Name
- Recipient Type
- Delivery Method
- Email
- Phone Number
- Recipient Name
- Role Name
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

Learn how to automate Docusign on the Zapier blog

Learn how to automate Filter by Zapier on the Zapier blog

About Docusign

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

Learn moreLearn moreHelpHelp

Related categories

Signatures

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About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

Learn moreLearn moreHelpHelp

Related categories

Developer Tools Zapier

Connect Docusign and Filter by Zapier to unlock the power of automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Set up your first integration

Send signature requests to DocuSign with new changes in Scoro quotes

Create signature requests for new 'interested' contacts in Reply

Create DocuSign signature requests and update leads for newly-completed LeadSimple tasks

Create signature requests in DocuSign when new deal stages are updated in Recruit CRM

Create signature requests in DocuSign when new hiring stages are updated for Recruit CRM candidates

Scan documents in Base64.ai with newly-sent or completed DocuSign envelopes and upload them to Amazon S3

Send signature requests to DocuSign with new changes in Scoro quotes

Create signature requests for new 'interested' contacts in Reply

Create DocuSign signature requests and update leads for newly-completed LeadSimple tasks

Create signature requests in DocuSign when new deal stages are updated in Recruit CRM

Create signature requests in DocuSign when new hiring stages are updated for Recruit CRM candidates

Scan documents in Base64.ai with newly-sent or completed DocuSign envelopes and upload them to Amazon S3

Send DocuSign signature requests for newly accepted castings in Casting42

How Zapier works

Choose a trigger

Add your action

You’re connected!

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Make work flow with AI

Connect Docusign and Filter by Zapier to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Supported triggers and actions

Learn how to automate Docusign on the Zapier blog

5 ways to automate DocuSign with Zapier

Learn how to automate Filter by Zapier on the Zapier blog

Filter by Zapier: Get more control over your workflows

Connect Docusign to Filter by Zapier on the world's largest no-code automation platform