DocuSign + Filter by Zapier Integrations
How to connect DocuSign + Filter by Zapier
Zapier lets you send info between DocuSign and Filter by Zapier automatically—no code required.
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Popular DocuSign + Filter by Zapier workflows
Our most popular Zap!
Create signature requests for new 'interested' contacts in Reply
Create signature requests for new 'interested' contacts in ReplyCreate DocuSign signature requests and update leads for newly completed LeadSimple tasks
Create DocuSign signature requests and update leads for newly completed LeadSimple tasksSend signature requests to DocuSign with new changes in Scoro quotes
Send signature requests to DocuSign with new changes in Scoro quotesCreate signature requests in DocuSign when new deal stages are updated in Recruit CRM
Create signature requests in DocuSign when new deal stages are updated in Recruit CRMCreate signature requests in DocuSign when new hiring stages are updated for Recruit CRM candidates
Create signature requests in DocuSign when new hiring stages are updated for Recruit CRM candidatesScan documents in Base64.ai with newly-sent or completed DocuSign envelopes and upload them to Amazon S3
Scan documents in Base64.ai with newly-sent or completed DocuSign envelopes and upload them to Amazon S3Premium
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Do Even More with DocuSign + Filter by Zapier
With Zapier, you can do more than just connect 2 apps—you can automate entire processes from beginning to end! Here are some popular ways users make their DocuSign + Filter by Zapier workflows do more for them.
Zapier users love adding Reply to their workflows
Create signature requests for new 'interested' contacts in Reply
Create signature requests for new 'interested' contacts in ReplyPremiumZapier users love adding LeadSimple to their workflows
Create DocuSign signature requests and update leads for newly completed LeadSimple tasks
Create DocuSign signature requests and update leads for newly completed LeadSimple tasksPremium
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
Only continue if...Set up rules to specify when this Zap can continue running.Action
How DocuSign + Filter by Zapier Integrations Work
- Step 1: Authenticate DocuSign and Filter 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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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.
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