Docusign + Microsoft Outlook

Update Microsoft Outlook with draft emails when DocuSign envelope statuses are updated

Keep your email drafts updated whenever there's a change in the status of your envelopes in DocuSign with this efficient automation. The workflow starts as soon as an envelope's status gets updated in DocuSign and then correspondingly creates a draft email in Microsoft Outlook. Utilize this process to stay informed and up-to-date, saving time and hassle by not having to manually monitor envelope status changes.

Keep your email drafts updated whenever there's a change in the status of your envelopes in DocuSign with this efficient automation. The workflow starts as soon as an envelope's status gets updated in DocuSign and then correspondingly creates a draft email in Microsoft Outlook. Utilize this process to stay informed and up-to-date, saving time and hassle by not having to manually monitor envelope status changes.

  1. When this happens...
    DocusignDocusign
    Envelope Status Updated

    Triggers when an envelope is sent, completed, 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. Zapier will only fetch data and documents for envelope types that have been selected.

    TriggerScheduled
  2. automatically do this!
    Microsoft OutlookMicrosoft Outlook
    Create Draft Email

    Creates a draft of an email that can then be reviewed and sent out.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • 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
    • Calendar

    • Time BeforeRequired

    • Time Before (Unit)Required

    Trigger
    Scheduled
    Try It
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About Docusign

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

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  • Signatures

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microsoft-outlook logo

About Microsoft Outlook

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

Related categories

  • Calendar
  • Email
  • Microsoft

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