Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier makes it easy to integrate Docusign with Fortnox - no code necessary. See how you can get setup in minutes.
100%
Help
Docusign
Docusign
1. Choose trigger event
Fortnox
Fortnox
2. Choose action
1. Select the event
Setup
Test
Docusign
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 "API Request" in Fortnox.
You’re connected!
Zapier seamlessly connects Docusign and Fortnox, automating your workflow.
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.
Triggers when a signer completed the identity verification process for an eIDAS-compliant Qualified Electronic Signature (QES), but the result is still pending.
Create a new record or update an existing record in your app.
Bulk List ID
Required
Template
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Template
Required
Email Subject
Email Blurb
Recipient Email
Recipient Name
Recipient Role
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Template Name
Required
Description
Email Subject
Email Message
Document
Document Name
Recipient Type
Delivery Method
Email
Phone Number
Name
Role Name
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Delete Document From Workspace (For IAM Plans)
Removes a document from a workspace permanently. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Brand ID
Email Subject
Email Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Envelope ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Template ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Find Documents in Workspace (For IAM Plans)
Lists and searches documents within a specific workspace. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Pause Workflow Instance (For IAM Plans)
Pauses a running workflow instance. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Trigger Workflow (For IAM Plans)
Triggers a Workflow Builder workflow. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
List Users in Workspace (For IAM Plans)
Lists all users in a workspace with their roles and permissions. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Restore Workspace User Access (For IAM Plans)
Restores a user's access to a workspace by re-adding them. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Template
Required
Render Template Tabs
Required
Email Subject
Email Blurb
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Template ID
Required
Template Name
Required
Description
Email Subject
Required
Email Message
Document
Required
Document Name
Recipient Type
Delivery Method
Email
Phone Number
Name
Role Name
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Envelope ID
Required
Void Reason
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Envelope with Base URL and Account ID Input
Create a Docusign envelope with essential custom fields, a document as a base64 file, template, and recipient details, using direct input fields for the base URL and account ID.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Envelope ID
Required
Include Certificate of Completion
Action
This is an event a Zap performs.
Search
Find existing data in your app
Envelope ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Workflow (For IAM Plans)
Finds Workflow Builder workflows that match the search criteria. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Workflow Instance (For IAM Plans)
Finds Workflow Builder instances for a specific workflow. Only available for Docusign IAM Plans.
Triggers when a new order is created. Note that a order created from an Offer may have rows but if you just created the order manually it will probably not. Please use something like "Delay by Zapier" and then fetch the order again using "Find Order" to give yourself more time to set rows and other properties.
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.
Uploads and adds a document to a workspace for organization and collaboration. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Add User to Workspace (For IAM Plans)
Adds a user to a workspace with specified permissions. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
List Name
Required
Role Name
Required
Name
Required
Email
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Envelope From Workspace (For IAM Plans)
Creates an envelope associated with the workspace. Envelope recipients will automatically be granted Participate access to the workspace. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Workspace (For IAM Plans)
Creates a new workspace for organizing documents, participants, and agreement workflows. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Envelope ID
Required
Document ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Template ID
Brand ID
Email Subject
Email Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Template Name
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Find Workspaces (For IAM Plans)
Searches for workspaces by name. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Cancel Workflow Instance (For IAM Plans)
Cancels a running workflow instance. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Resume Workflow Instance (For IAM Plans)
Resumes a paused workflow instance. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
List Envelopes in Workspace (For IAM Plans)
Lists all envelopes created from a workspace. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Webform
Required
Link Type
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Revoke Workspace User Access (For IAM Plans)
Removes a user's access to a workspace. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Bulk List ID
Required
Template
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update Workspace User (For IAM Plans)
Updates a user's role or status in a workspace. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Envelope ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Envelope ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Envelope ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Agreement (For IAM Plans)
Finds Agreement Manager agreements that match the search criteria. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Search
Find existing data in your app
Customer Created
Triggers when a new customer is created or first time we see an update on it.
Create a new record or update an existing record in your app.
Name
Customer Number
Customer Email
Active
Address 1
Address 2
City
Zip Code
Country code
Phone number
Invoicing email
Default Delivery Type For Invoice
Default Delivery Type For Order
Default Delivery Type For Offer
Country
Delivery Country
Delivery Phone 1
Delivery Phone 2
Email Offer
Email Offer CC
Email Offer BCC
Email Order
Email Order CC
Email Order BCC
GLN Delivery
Invoice Administration Fee
Invoice Discount
Invoice Freight
Phone 2
Project
Sales Account
Terms of Delivery
Terms of Payment
Visiting Address
Visiting City
Visiting Country
Visiting Country Code
Visiting Zip Code
Way of Delivery
WWW
Invoicing email CC
Invoicing email BCC
Fax
Comments
Currency
External reference
GLN
Invoice remark
Our reference
Your reference
Price List
Organisation number
Type
Show prices with VAT included
VAT number
VAT type
Delivery Address 1
Delivery Address 2
Delivery Zip code
Delivery City
Delivery Country Code
Delivery Fax
Delivery Name
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Document Number
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Order Number
Required
Article Number
Description
Required
Quantity
Unit
Price
Discount
Discount Type
VAT
Account Number
Project
Cost Center
Stock Point Code
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Article Number
Description
Required
Bulky
Construction Account
Disposable Quantity
EAN
EU Account
EU VAT Account
Export Account
Height
Width
Depth
Weight
Housework
Housework Type
Active
Manufacturer
Manufacturer Article Number
Note
Purchase Account
Purchase Price
Quantity In Stock
Sales Account
Stock Goods
Stock Place
Stock Value
Stock Warning
Supplier Name
Supplier Number
Type
Unit
VAT
Webshop Article
Expired
Direct Cost
Freight Cost
Other Cost
Stock Account
Stock Change Account
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Customer Number
Required
Order Number
Delivery Date
Currency
External Invoice Reference
VAT Included
Remarks
Customer's Order Number
Customer's Reference
Tax Reduction Type
Terms Of Payment
Terms Of Delivery
Way Of Delivery
Language
Freight
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Article Number
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Customer Name
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Order number
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Description
Required
Article Number
Bulky
Construction Account
Disposable Quantity
EAN
EU Account
EU VAT Account
Export Account
Height
Width
Depth
Weight
Housework
Housework Type
Active
Manufacturer
Manufacturer Article Number
Note
Purchase Account
Purchase Price
Quantity In Stock
Sales Account
Stock Goods
Stock Place
Stock Value
Stock Warning
Supplier Name
Supplier Number
Type
Unit
VAT
Webshop Article
Expired
Direct Cost
Freight Cost
Other Cost
Stock Account
Stock Change Account
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Customer Number
Required
Name
Customer Email
Active
Address 1
Address 2
City
Zip Code
Country code
Phone number
Invoicing email
Default Delivery Type For Invoice
Default Delivery Type For Order
Default Delivery Type For Offer
Country
Delivery Country
Delivery Phone 1
Delivery Phone 2
Email Offer
Email Offer CC
Email Offer BCC
Email Order
Email Order CC
Email Order BCC
GLN Delivery
Invoice Administration Fee
Invoice Discount
Invoice Freight
Phone 2
Project
Sales Account
Terms of Delivery
Terms of Payment
Visiting Address
Visiting City
Visiting Country
Visiting Country Code
Visiting Zip Code
Way of Delivery
WWW
Invoicing email CC
Invoicing email BCC
Fax
Comments
Currency
External reference
GLN
Invoice remark
Our reference
Your reference
Price List
Organisation number
Type
Show prices with VAT included
VAT number
VAT type
Delivery Address 1
Delivery Address 2
Delivery Zip code
Delivery City
Delivery Country Code
Delivery Fax
Delivery Name
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Invoice number
Required
Customer Number
Required
Invoice date
Due date
Currency
External Invoice Reference
VAT Included
Remarks
Customer's order number
Customer's reference
Tax Reduction Type
Language
Freight
Invoice Type
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Docusign and Fortnox with AI agents and code
Beyond Zap workflows. Call Docusign and Fortnox actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Docusign and Fortnox actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Document to Workspace (For IAM Plans)
API Request
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Connect Docusign and Fortnox 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.
Learn how to automate Docusign on the Zapier blog
Make work flow with AI
Level up your Docusign to Fortnox integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Fortnox is a cloud-based platform that meets the needs of small businesses and accounting agencies for programs and services that can manage their finances efficiently.
