Triggers when an envelope is purged.

Triggers when an envelope is sent.

Triggers when a recipient’s email account sent an automated response to an envelope notification.

Triggers when a recipient declined to sign.

Triggers when a recipient viewed the documents through the Docusign signing website. This event does not signify email or SMS delivery of an envelope.

Triggers when a recipient reassigned an envelope.

Triggers when a notification that it's their turn to sign was sent to the recipient.

Adds new recipients to an existing bulk send list.

Sends a template to multiple recipients using a bulk send list.

Creates a draft signature request.

Creates a new template using a document.

Sends an envelope signature request using a document.

Retrieves a list of documents associated with an envelope.

Retrieves a list of documents associated with a template.

Creates a signature request.

Updates an existing template with new documents and recipients.

Voids an existing envelope.

Retrieves a list of documents associated with an envelope by ID, with downloadable file URLs. Use this search when you need to fetch document metadata and download links without triggering hydration timeouts in your trigger steps.

Retrieves metadata and timing information for a specific envelope by ID, including email subject/message, timestamps, and status. Use this search when you need to fetch envelope information without triggering hydration timeouts in your trigger steps.

Trigger on events created or updated in the last 24 hours for the selected event type. Prefer the optional profile filter to narrow noisy event types.

Create one LogicManager event in the selected event type. Dynamic profile fields load after event_type is chosen.

Create completed result rows for a monitoring activity. Provide results_json as a JSON array or an object with a results array.

Create one taxonomy element in the selected taxonomy type. Dynamic profile fields load after taxonomy_type is chosen.

Download one document from an event by document ID.

Update one existing event. Choose event_type first, then select the event to update.

Update one or more LogicManager users. Provide users_json as a JSON array or an object with a users array.

List taxonomy elements for a taxonomy type. For MCP use, prefer filters, fields_to_include, and a small limit because unfiltered full scans can time out on large taxonomies.

Retrieve one event by event type and event ID, including all tabs and field values.

Retrieve one event type by ID, including profile fields and default workflows.

List monitoring activities for a plan. For MCP use, prefer a small limit or use Get Monitoring Activity by Id for one activity.

List metric results for a monitoring activity. For MCP use, prefer result_id for one metric result or limit for a short list.

List plans the user has access to. For MCP use, prefer a small limit and optional date filters.

List non-inactive indicators on a plan. For MCP use, prefer a small limit.

Retrieve one taxonomy type definition, including its profile tabs and fields.

Retrieve one taxonomy element by type and ID, including profile tabs and field values.

Triggers when an envelope is resent.

Triggers when an envelope is voided.

Triggers when an envelope is sent, completed, signed, 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. Some data may be unavailable if you do not have full access to the envelope.

Triggers when a recipient failed an authentication check. If they had multiple attempts to pass a check, they failed all the attempts.

Triggers when a recipient signed or completed their actions for an envelope.

Triggers when a delegation rule is in place and an envelope is sent to a delegated signer.

Triggers when a recipient selected OTHER ACTIONS > Finish Later for an envelope.

Triggers when an envelope was resent to a specific recipient.

Creates a new bulk send list with multiple recipients.

Downloads a document from an envelope.

Sends a envelope signature request using a template.

Finds a template by name.

Creates a pre-filled webform link.

Tests if a template can be sent to a bulk send list.

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Retrieves custom fields (text and list fields) for a specific envelope by ID. Use this search when you need to fetch custom field data without triggering hydration timeouts in your trigger steps.

Retrieves form field data for a specific envelope by ID. Use this search when you need to fetch form data without triggering hydration timeouts in your trigger steps. Note: The "Allow sender to download form data" setting must be enabled in DocuSign (

Retrieves all recipients (signers, agents, editors, carbon copies, etc.) for a specific envelope by ID. Use this search when you need to fetch recipient data without triggering hydration timeouts in your trigger steps.

Trigger on taxonomy elements created or updated in the last 24 hours for the selected taxonomy type. Prefer the optional profile filter to narrow noisy taxonomies.

Upload one document to an event.

Upload one document to a taxonomy element.

Create one or more LogicManager users. Provide users_json as a JSON array or an object with a users array.

Download one document from a taxonomy element by document ID.

Update one taxonomy element. Choose taxonomy_type first, then select the taxonomy element to update.

List events for an event type. For MCP use, prefer a filter and a small limit because unfiltered full scans can time out on large event types.

List monitoring activities for a control. For MCP use, prefer monitor_id for a single activity or limit for a short list.

List documents attached to an event. Prefer document_name_filter when you only need a subset.

List LogicManager groups. For MCP use, prefer group_name and limit instead of scanning every group.

Retrieve one monitoring activity design by plan ID and monitoring activity ID.

Retrieve one plan by plan ID.

List controls for a plan. For MCP use, prefer control_id for a single control or limit for a short list.

List documents attached to a taxonomy element. Prefer document_name_filter when you only need a subset.

List LogicManager users. For MCP use, prefer email or group filters and use limit when broad scans are acceptable.