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DocuSign + Jotform + PDF.co Integrations

How to connect DocuSign + Jotform + PDF.co

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Do even more with DocuSign + Jotform + PDF.co

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with DocuSign, Jotform, and PDF.co. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?
    • Status

      Triggers on both sent and completed envelopes if no option selected.

    • Download form data?

      Should this trigger pull in form data? To work, the Sending Setting "Allow sender to download form data" must be enabled for the account in Docusign here

    Trigger
    Scheduled
    Try It
    • Template IdRequired

    • Email Subject

      Subject line of email. Overrides template setting

    • Email Blurb

      Email message to recipient. Overrides template setting.

    • Recipient Email

    • Recipient Name

    • Recipient Role

      Choose role as defined on template or use a custom value

    Action
    Write
    • Api Docs Info

      API docs for DocuSign are located here https://developers.docusign.com/

    • HTTP MethodRequired

    • URLRequired

      Requests can only be made to domains associated by this application.

    • Query String Parameters

      These params will be URL-encoded and appended to the URL when making the request.

    • Headers

      Authentication headers are included automatically

    • Additional Request Headers

      Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.

    • Body

      Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.

    Action
    Write
    • DocumentRequired

    Trigger
    Scheduled
    Try It
  • DocuSign triggers, actions, and search

    New Folder

    Triggers when a new folder is created.

    Trigger
    Scheduled
    Try It
    • Owner

      Determines which App Extensions will appear in the dropdown below.

    • App ExtensionRequired

    Action
    Write
    • FormRequired

    Trigger
    Instant
    Try It
    • Select a formRequired

      Select a form to assign

    • Asignee emailRequired

      Enter your assignee’s email address

    • Invitation Message

      Include an invitation message

    • Assignee Permission

      Let assignees submit only, submit and view submissions later, or submit and edit submissions later

    Action
    Write

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How DocuSign + Jotform + PDF.co Integrations Work

  1. Step 1: Authenticate DocuSign, Jotform, and PDF.co.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
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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  • Signatures

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jotform logo
jotform logo

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.

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pdfco logo
pdfco logo

About PDF.co

PDF.co is a set of tools for PDF file and data extraction. Get CSV out of pdf, spreadshets, barcodes, invoices. Also can split pdf, merge pdf, convert pdf.
Learn more

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