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Docusign + Formatter by Zapier

Create texts in Formatter by Zapier from new folders in DocuSign

Effortlessly organize your DocuSign folders with this convenient workflow. When a new folder is created in DocuSign, this automation will format the text using Formatter by Zapier, helping you maintain consistent naming conventions and improve overall organization. Enhance your document management process and save valuable time with this seamless integration.

Effortlessly organize your DocuSign folders with this convenient workflow. When a new folder is created in DocuSign, this automation will format the text using Formatter by Zapier, helping you maintain consistent naming conventions and improve overall organization. Enhance your document management process and save valuable time with this seamless integration.

  1. When this happens...
    DocusignDocusign
    New Folder

    Triggers when a new folder is created.

    TriggerScheduled
  2. automatically do this!
    Formatter by ZapierFormatter by Zapier
    Text

    Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).

    ActionWrite
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Supported triggers and actions

    • Status

    • Add certificate of completion?

    • Download form data?

    Trigger
    Scheduled
    Try It

    • Brand ID

    • Email Subject

    • Email Body

    Action
    Write

    • TemplateRequired

    • Email Subject

    • Email Blurb

    • Recipient Email

    • Recipient Name

    • Recipient Role

    Action
    Write

    • TransformRequired

    Action
    Write
  • Docusign triggers, actions, and search

    New Folder

    Triggers when a new folder is created.

    Trigger
    Scheduled
    Try It

    • Template ID

    • Brand ID

    • Email Subject

    • Email Body

    Action
    Write

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write

    • TransformRequired

    Action
    Write
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docusign logo

About Docusign

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

Related categories

  • Signatures

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formatter logo

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.
Learn more

Related categories

  • Documents
  • Zapier