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Zapier makes it easy to integrate Docusign with Mailchimp - no code necessary. See how you can get setup in minutes.
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Docusign
Docusign
1. Choose trigger event
Mailchimp
Mailchimp
2. Choose action
1. Select the event
Setup
Test
Docusign
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "Click Agreed" from Docusign.
Add your action
An action happens after the trigger—such as "Archive Subscriber" in Mailchimp.
You’re connected!
Zapier seamlessly connects Docusign and Mailchimp, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Click Agreed
Triggers when a recipient accepted a clickwrap agreement.
Triggers when a signer completed the identity verification process for an eIDAS-compliant Qualified Electronic Signature (QES), but the result is still pending.
Create a new record or update an existing record in your app.
Bulk List ID
Required
Template
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Template
Required
Email Subject
Email Blurb
Recipient Email
Recipient Name
Recipient Role
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Template Name
Required
Description
Email Subject
Email Message
Document
Document Name
Recipient Type
Delivery Method
Email
Phone Number
Name
Role Name
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Delete Document From Workspace (For IAM Plans)
Removes a document from a workspace permanently. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Brand ID
Email Subject
Email Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Envelope ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Template ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Find Documents in Workspace (For IAM Plans)
Lists and searches documents within a specific workspace. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Pause Workflow Instance (For IAM Plans)
Pauses a running workflow instance. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Trigger Workflow (For IAM Plans)
Triggers a Workflow Builder workflow. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
List Users in Workspace (For IAM Plans)
Lists all users in a workspace with their roles and permissions. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Restore Workspace User Access (For IAM Plans)
Restores a user's access to a workspace by re-adding them. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Template
Required
Render Template Tabs
Required
Email Subject
Email Blurb
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Template ID
Required
Template Name
Required
Description
Email Subject
Required
Email Message
Document
Required
Document Name
Recipient Type
Delivery Method
Email
Phone Number
Name
Role Name
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Envelope ID
Required
Void Reason
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Envelope with Base URL and Account ID Input
Create a Docusign envelope with essential custom fields, a document as a base64 file, template, and recipient details, using direct input fields for the base URL and account ID.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Envelope ID
Required
Include Certificate of Completion
Action
This is an event a Zap performs.
Search
Find existing data in your app
Envelope ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Workflow (For IAM Plans)
Finds Workflow Builder workflows that match the search criteria. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Workflow Instance (For IAM Plans)
Finds Workflow Builder instances for a specific workflow. Only available for Docusign IAM Plans.
Triggers when a decision has been made regarding the signer's identity verification check for an eIDAS-compliant Qualified Electronic Signature (QES) and they have been notified. If the signer's identity verification check resulted in a failure, the event message includes the specific error codes indicating why it was unsuccessful.
Uploads and adds a document to a workspace for organization and collaboration. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Add User to Workspace (For IAM Plans)
Adds a user to a workspace with specified permissions. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
List Name
Required
Role Name
Required
Name
Required
Email
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Envelope From Workspace (For IAM Plans)
Creates an envelope associated with the workspace. Envelope recipients will automatically be granted Participate access to the workspace. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Workspace (For IAM Plans)
Creates a new workspace for organizing documents, participants, and agreement workflows. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Envelope ID
Required
Document ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Template ID
Brand ID
Email Subject
Email Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Template Name
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Find Workspaces (For IAM Plans)
Searches for workspaces by name. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Cancel Workflow Instance (For IAM Plans)
Cancels a running workflow instance. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Resume Workflow Instance (For IAM Plans)
Resumes a paused workflow instance. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
List Envelopes in Workspace (For IAM Plans)
Lists all envelopes created from a workspace. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Webform
Required
Link Type
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Revoke Workspace User Access (For IAM Plans)
Removes a user's access to a workspace. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Bulk List ID
Required
Template
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update Workspace User (For IAM Plans)
Updates a user's role or status in a workspace. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Envelope ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Envelope ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Envelope ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Agreement (For IAM Plans)
Finds Agreement Manager agreements that match the search criteria. Only available for Docusign IAM Plans.
Create a new record or update an existing record in your app.
Campaign
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Audience
Required
Tag name
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Name
Required
Company
Required
Address1
Required
Address2
City
Required
State
Required
Zip
Required
Country
Required
Phone
Permission_reminder
Required
Email_type_option
Required
From_name
Required
From_email
Required
Subject
Required
Language
Required
Notify_on_subscribe
Notify_on_unsubscribe
Double_optin
Marketing_permissions
Use_archive_bar
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Audience
Required
Email Address
Required
Deletion_info
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Audience
Required
Tag
Required
Email Address
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Audience
Required
Email Address
Required
Note
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Store
Required
Email Address
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search
Required
Audience
Action
This is an event a Zap performs.
Search
Find existing data in your app
Audience
Required
Tag name
Required
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Docusign and Mailchimp with AI agents and code
Beyond Zap workflows. Call Docusign and Mailchimp actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Docusign and Mailchimp actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Document to Workspace (For IAM Plans)
Archive Subscriber
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Practical ways you can use Docusign and Mailchimp
Add new signed contracts to mailing list in Mailchimp
When a contract is completed in DocuSign, Zapier adds the signer to a mailing list in Mailchimp. This automation ensures a streamlined process for post-signing communication, helping maintain relationships and nurture potential future business opportunities.
Send signature requests for new Mailchimp subscribers
When a new subscriber is added to a Mailchimp audience, Zapier sends a contract or form via DocuSign for their agreement. This workflow can help with onboarding processes or confirming permissions, enabling a smoother marketing experience.
When an envelope is delivered through DocuSign, Zapier sends a notification to your team in Slack or another tool. This keeps everyone in the loop and ensures project timelines tied to signed documents stay on track.
Learn how to automate Mailchimp on the Zapier blog
Make work flow with AI
Level up your Docusign to Mailchimp integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Docusign + Mailchimp integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Docusign and Mailchimp
How can I trigger a Mailchimp campaign when a Docusign document is signed?
To set up a trigger for sending a Mailchimp campaign upon the completion of a Docusign document, you can create an integration where signing a document acts as the initiating event. In our setup, once a signer completes and signs the document, the trigger prompts Mailchimp to send out your predefined email campaign automatically.
Can I update Mailchimp subscriber information using Docusign forms?
Absolutely! With our integration, you can capture the information input in Docusign forms and then use an action to update or add this data to your Mailchimp subscriber list. This process ensures your mailing lists remain current without manual data entry.
Is it possible to add signed Docusign documents as attachments in Mailchimp emails?
While our primary focus is on triggering actions based on events, directly attaching signed documents might require additional steps. Typically, you would save the document in a linked cloud service and include download links in your Mailchimp email through automated workflows.
What happens if I revoke access to one of the platforms?
If access to either Docusign or Mailchimp is revoked after setting up integrations, the automated processes will cease functioning. You'll need to reauthorize access for both applications within our platform to resume operations.
Can I automate list segmentation in Mailchimp based on Docusign responses?
Yes, we support automating list segmentation in Mailchimp using responses from completed Docusign documents. By setting up specific triggers and actions, subscriber lists can be dynamically updated and segmented based on response data.
How often does synchronization occur between Docusign and Mailchimp via integrations?
Synchronizations between Docusign and Mailchimp are event-driven within our platform. As soon as a triggering event occurs, such as the signing of a document or submission of a form in Docusign, actions like updates or emails are immediately initiated in Mailchimp.
Are past interactions between Docusign and Mailchimp recoverable after integration setup?
Previous interactions aren't retroactively processed when setting up an integration between these platforms with us. Only future actions post-integration will be automatically handled through configured triggers and actions.
About Docusign
Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
