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Docusign + Gravity Forms

Create Gravity Forms entries for new or completed DocuSign envelopes

Effortlessly manage your document processes with this seamless workflow between DocuSign and Gravity Forms. When an envelope is sent or completed in DocuSign, this automation creates a new entry in Gravity Forms, helping you keep track of your documents and data efficiently. Eliminate manual data entry and streamline your tasks with this straightforward solution.

Effortlessly manage your document processes with this seamless workflow between DocuSign and Gravity Forms. When an envelope is sent or completed in DocuSign, this automation creates a new entry in Gravity Forms, helping you keep track of your documents and data efficiently. Eliminate manual data entry and streamline your tasks with this straightforward solution.

  1. When this happens...
    DocusignDocusign
    Envelope Status Updated

    Triggers when an envelope is sent, completed, voided, or declined. 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.

    TriggerScheduled
  2. automatically do this!
    Gravity FormsGravity Forms
    Create Entry

    Creates a new form entry.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • 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
    • FormRequired

    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

    • Use Admin Field Labels?

    Trigger
    Instant
    Try It
    • FormRequired

    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.
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Related categories

  • Signatures

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