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Docusign + Formidable Forms

Send envelopes in DocuSign from new entries in Formidable Forms

Ensure your essential business documents find their way to the right hands swiftly each time there's a new entry in your Formidable Forms. With this streamlined workflow, your Formidable Forms entries can prompt your DocuSign platform to send an envelope using a specific template. It provides an efficient solution to delivering essential, customised documents, saving you valuable time and reducing manual work.

Ensure your essential business documents find their way to the right hands swiftly each time there's a new entry in your Formidable Forms. With this streamlined workflow, your Formidable Forms entries can prompt your DocuSign platform to send an envelope using a specific template. It provides an efficient solution to delivering essential, customised documents, saving you valuable time and reducing manual work.

  1. When this happens...
    Formidable FormsFormidable Forms
    New Entry

    Triggers when a new form is submitted.

    TriggerInstant
  2. automatically do this!
    DocusignDocusign
    Send Envelope Using Template

    Sends a envelope signature request using a template.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Instant
    Try It
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
  • Docusign triggers, actions, and search

    New Folder

    Triggers when a new folder is created.

    Trigger
    Scheduled
    Try It
    • Template ID

    • Email Subject

    • Email Body

    Action
    Write
    • FormRequired

    Trigger
    Instant
    Try It
    • Status

    • Add certificate of completion?

    • Download form data?

    Trigger
    Scheduled
    Try It
    • DocumentRequired

    • Apply template ID?

    • Email Subject

    • Email Body

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
docusign logo
docusign logo

About Docusign

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

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  • Signatures

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formidable logo
formidable logo

About Formidable Forms

Formidable Forms is a WordPress plugin that helps you create beautiful drag and drop forms with custom styling. You and your visitors can submit and edit entries and posts from the front-end of your site. When you have data, display it with graphs and custom views.

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