How to connect DocuSign + Formstack
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- 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
- New FormTriggers when a new form is added.Trigger
- New SubmissionTriggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.Trigger
- Create SubmissionCreates a submission for a form in FormStack.Action
How DocuSign + Formstack Integrations Work
- Step 1: Authenticate DocuSign and Formstack.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.
Formstack Tutorials
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