DocuSign + Knack Integrations
How to connect DocuSign + Knack
Zapier lets you send info between DocuSign and Knack automatically—no code required.
When this happens...
Envelope Sent or Completed
Triggers 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.
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Create Record
Creates a new record to your Knack database.
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
Deleted RecordTriggers when an existing record is deleted in a live app.Trigger- New Form SubmissionTriggers when a form is submitted in a live app.Trigger
- New RecordTriggers when a new record is created in a live app.Trigger
- Updated RecordTriggers when an existing record is updated in a live app.Trigger
- Create RecordCreates a new record to your Knack database.Action
- Knack
Updates a record in your Knack database.
Scheduled
Action
- Knack
Finds a record in your Knack database.
Scheduled
Action
How DocuSign + Knack Integrations Work
- Step 1: Authenticate DocuSign + Knack.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.
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