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Docusign + Ironclad

Update records in Ironclad when envelope status changes in DocuSign

This workflow springs into action when there's a change in envelope status in DocuSign, seamlessly producing a new record in Ironclad. It eliminates the complexity of manual data entry by working in the background to keep your documents and records perfectly aligned. Enhance your efficiency with this handy tool which ensures that your legal requests are accurately documented following any status updates.

This workflow springs into action when there's a change in envelope status in DocuSign, seamlessly producing a new record in Ironclad. It eliminates the complexity of manual data entry by working in the background to keep your documents and records perfectly aligned. Enhance your efficiency with this handy tool which ensures that your legal requests are accurately documented following any status updates.

  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!
    IroncladIronclad
    Create Record

    Creates a New Record

    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
    • Workflow Document Event

    Trigger
    Instant
    Try It
  • 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
  • Ironclad triggers, actions, and search

    New Approval Event

    Triggers when a new approval event is created that matches the selected event..

    Trigger
    Instant
    Try It
    • Workflow Event

    Trigger
    Instant
    Try It
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About Docusign

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

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About Ironclad

Ironclad is a contract lifecycle management platform used by companies to handle every type of contract workflow.

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