Docusign + Microsoft Outlook

Initiate signature requests in DocuSign for new Microsoft Outlook calendar events

Effortlessly streamline your document signing process with this Microsoft Outlook and DocuSign integration. Whenever a calendar event starts in Outlook, a signature request is instantly created in DocuSign, ensuring your documents are signed on time. Save valuable time and enhance your productivity with this seamless automation.

When this happens...
New Calendar Event
Triggers when a new event is created in your calendar.
TriggerScheduled
automatically do this!
Send Envelope Using Template
Sends a envelope signature request using a template.
ActionWrite

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Supported triggers and actions

What does this mean?

- Calendar
- Time BeforeRequired
- Time Before (Unit)Required
Trigger
Scheduled
Try It
- Parent FolderRequired
- Child Folder
Trigger
Scheduled
Try It
- Contact Folder
Trigger
Scheduled
Try It
- Parent Folder
- Child Folder
- Search termsRequired
- Note
Trigger
Scheduled
Try It
- Parent Folder
- Child Folder
Trigger
Scheduled
Try It

- Calendar
- SubjectRequired
- Start Date & TimeRequired
- End Date & TimeRequired
- Location Name
- Sensitivity
- Attendees
- All Day Event?
- Description
- Show me as Free or Busy
Action
Write
- To Email(s)Required
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- SubjectRequired
- Body FormatRequired
- BodyRequired
- Attachment
- Action for Files Larger Than 150MB
Action
Write

- From Email
- To Email(s)Required
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- SubjectRequired
- Body FormatRequired
- BodyRequired
- Attachments
- Action for Files Larger Than 150MB
Action
Write
- Contact Folder
- ContactRequired
- First Name
- Last Name
- Email Addresses
- Business Phones
- Home Phones
- Mobile Phone
- Job Title
- Company Name
- Department
- Business Website URL
- Personal Notes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Write
- Calendar
- Search TermRequired
- Start Date & Time
- End Date & Time
Action
Search
- Contact Folder
- First NameRequired
- Last Name
- Email
- Business Phones
- Home Phones
- Mobile Phone
- Job Title
- Company Name
- Department
- Business Website URL
- File As
- Personal Notes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Search or write
New Folder
Triggers when a new folder is created.
Trigger
Scheduled
Try It
- Template ID
- Brand ID
- Email Subject
- Email Body
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

Cancelled Calendar Event
Triggers when an event is cancelled.
Trigger
Instant
Try It
- Calendar
Trigger
Scheduled
Try It
- Shared Inbox
Trigger
Scheduled
Try It
New Flagged Email
Triggers when a new email is flagged.
Trigger
Scheduled
Try It
- Calendar
Trigger
Scheduled
Try It
- Contact Folder
- First NameRequired
- Last Name
- Email Addresses
- Business Phones
- Home Phones
- Mobile Phone
- Job Title
- Company Name
- Department
- Business Website URL
- File As
- Personal Notes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Write
- EventRequired
Action
Write
- Event
- Subject
- Start Date & Time
- End Date & Time
- All Day Event?
- Is Online Meeting?
- Hide attendees list?
- Description
- Show me as Free or Busy
- The importance of the event
- Attendees
- Categories
- Location
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Contact Folder
- First Name
- Last Name
- Email
Action
Search
- Status
- Add certificate of completion?
- Download form data?
Trigger
Scheduled
Try It
- Brand ID
- Email Subject
- Email Body
Action
Write
- TemplateRequired
- Email Subject
- Email Blurb
- Recipient Email
- Recipient Name
- Recipient Role
Action
Write

About Docusign

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

Learn more Help

Related categories

Signatures

Similar apps

About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.

Learn more Help

Related categories

Similar apps

Gmail

Email, Google

Zoho Mail

Email, Zoho

Related Zap Templates

Create Microsoft Outlook events when new DocuSign envelopes are sent or completed

Create signature requests in DocuSign for updated calendar events in Microsoft Outlook

Docusign + Microsoft Outlook

Initiate signature requests in DocuSign for new Microsoft Outlook calendar events

Calendar Event Start

Calendar

New Attachment

Child Folder

New Contact

Contact Folder

New Email Matching Search

Parent Folder

Child Folder

Note

New Message in Folder

Parent Folder

Child Folder

Create Event

Calendar

Location Name

Sensitivity

Attendees

All Day Event?

Description

Show me as Free or Busy

Create Draft Email

CC Email(s)

BCC Email(s)

Reply-To Email

Attachment

Action for Files Larger Than 150MB

Send Email

From Email

CC Email(s)

BCC Email(s)

Reply-To Email

Attachments

Action for Files Larger Than 150MB

Update Contact

Contact Folder

First Name

Last Name

Email Addresses

Business Phones

Home Phones

Mobile Phone

Job Title

Company Name

Department

Business Website URL

Personal Notes

Street

City

State

Postal Code

Country or Region

Street

City

State

Postal Code

Country or Region

Street

City

State

Postal Code

Country or Region

Find Calendar Event

Calendar

Start Date & Time

End Date & Time

Find or Create Contact

Contact Folder

Last Name

Email

Business Phones

Home Phones

Mobile Phone

Job Title

Company Name

Department

Business Website URL

File As