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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 "Add a Step in Flow Workspace" in Moxo.
You’re connected!
Zapier seamlessly connects Docusign and Moxo, 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.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Events to MonitorRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- New Navigator Agreement (For IAM Plans)
Triggers when a new Navigator agreement is created. Only available for Docusign IAM Plans.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Maestro Workflow Completed (For IAM Plans)
Triggers when a Maestro workflow completes. Only available for Docusign IAM Plans.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Maestro Workflow Started (For IAM Plans)
Triggers when a Maestro workflow starts. Only available for Docusign IAM Plans.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Identity Verification Pending
Triggers when a signer completed the identity verification process for an eIDAS-compliant Qualified Electronic Signature (QES), but the result is still pending.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Folder
Triggers when a new folder is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New User Added to Workspace (For IAM Plans)
Triggers when a new user is added to a workspace. Only available for Docusign IAM Plans.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- SMS Opt-Out
Triggers when a recipient opted out of receiving SMS notifications for an envelope.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Template Deleted
Triggers when a template is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Workspace Documents (For IAM Plans)
Fetches documents from a workspace for selection. Only available for Docusign IAM Plans.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Bulk List IDRequired
- Role NameRequired
- NameRequired
- EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Bulk List IDRequired
- TemplateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TemplateRequired
- Email Subject
- Email Blurb
- Recipient Email
- Recipient Name
- Recipient Role
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Template NameRequired
- Description
- Email Subject
- Email Message
- Document
- Document Name
- Recipient Type
- Delivery Method
- Email
- Phone Number
- Name
- Role Name
ActionThis is an event a Zap performs.WriteCreate 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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Brand ID
- Email Subject
- Email Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Envelope IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Template IDRequired
ActionThis is an event a Zap performs.WriteCreate 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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Pause Maestro Workflow Instance (For IAM Plans)
Pauses a running workflow instance. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Trigger Maestro Workflow (For IAM Plans)
Triggers a Maestro workflow. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate 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.
ActionThis is an event a Zap performs.WriteCreate 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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - TemplateRequired
- Render Template TabsRequired
- Email Subject
- Email Blurb
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Template IDRequired
- Template NameRequired
- Description
- Email SubjectRequired
- Email Message
- DocumentRequired
- Document Name
- Recipient Type
- Delivery Method
- Email
- Phone Number
- Name
- Role Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Envelope IDRequired
- Void ReasonRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Find Maestro Workflow (For IAM Plans)
Finds Maestro workflows that match the search criteria. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Maestro Workflow Instance (For IAM Plans)
Finds Maestro workflow instances for a specific workflow. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Id_explain
- Zap Unique ID Label
- Reference ID
- Pre-configured Payload Info
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Xero Purchase Order Completed
Trigger when a Xero Purchase Order is approved or declined in Moxo.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Specify the way to locate Flow WorkspaceRequired
- Specify the step type
- Step Reference ID
- Is it to add step to the end of flow?
- Step Description
- Due in Days
- Allow parallel processing for multiple assignees, whose order is upon the sequence in the array of Assignee Email
- When allow parallel processing for multiple assignees, the completion type to complete the process. By default, it is All Assignees
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Step Reference IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Workspace TitleRequired
- Welcome Message
- Workspace Owner (Account Manager)Required
- Workspace MembersRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Workspace IDRequired
- Whether to use Content Library Template?
- Description
- Mark As Important?
- Set A Due Date
- Assign To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Workspace IDRequired
- Specify the object type
- Transobject Title
- Description
- Callback URL
- Payload for Confirm Button
- Payload for Other Button
- Due in Days
- Skipped Weekends for Due in Days
- Assignee EmailRequired
- Allow parallel processing for multiple assignees, whose order is upon the sequence in the array of Assignee Email
- When allow parallel processing for multiple assignees, the completion type to complete the process. By default, it is All Assignees
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Assigned ClientRequired
- Purchase Order IDRequired
- Purchase Order NumberRequired
- Purchase Order Title in MoxoRequired
- Purchase Order Sub-Title in MoxoRequired
- Approval Button - Label
- Decline Button - Label
- Address
- Period
- UTR
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client Email (Identifier)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- File (Download) URLRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TopicRequired
- Agenda
- Start TimeRequired
- End Time
- Time ZoneRequired
- Meeting Host User Entity Type
- Meeting Participants (Email)
- Meeting Participants (Unique ID)
- Meeting Binder
- Max Minutes Attendee Can Join Before Host
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Workspace IDRequired
- MessageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Flow Template FolderRequired
- Moxo Flow TemplateRequired
- Role_user_explain
- Flow NameRequired
- Workspace Owner
- Welcome Message
- Description
- Reference ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client Email (Identifier)Required
- Client First Name
- Client Last Name
- Display User ID
- Display User Phone Number
- Rm_explain
- Account Managers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Conv_explain
- Client's EmailRequired
- Account Manager's EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
- Click Declined
Triggers when a recipient declined a clickwrap agreement.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Updated Navigator Agreement (For IAM Plans)
Triggers when an existing Navigator agreement is updated. Only available for Docusign IAM Plans.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Maestro Workflow Failed (For IAM Plans)
Triggers when a Maestro workflow fails. Only available for Docusign IAM Plans.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Identity Verification Completed
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.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Polling Interval
- Warning_text
- Status
- Return only envelopes I created?
- Add certificate of completion?
- Include documents?
- Include recipients?
- Include custom fields?
- Download form data?
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New Workspace (For IAM Plans)
Triggers when a new workspace is created. Only available for Docusign IAM Plans.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- SMS Opt-In
Triggers when a recipient opted in to receiving SMS notifications for an envelope.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Template Created
Triggers when a template is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Template Modified
Triggers when a template is modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Add Document to Workspace (For IAM Plans)
Uploads and adds a document to a workspace for organization and collaboration. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate 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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - List NameRequired
- Role NameRequired
- NameRequired
- EmailRequired
ActionThis is an event a Zap performs.WriteCreate 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.
ActionThis is an event a Zap performs.WriteCreate 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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Envelope IDRequired
- Document IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Template ID
- Brand ID
- Email Subject
- Email Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Template NameRequired
ActionThis is an event a Zap performs.WriteCreate 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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Cancel Maestro Workflow Instance (For IAM Plans)
Cancels a running workflow instance. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Resume Maestro Workflow Instance (For IAM Plans)
Resumes a paused workflow instance. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate 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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - WebformRequired
- Link TypeRequired
ActionThis is an event a Zap performs.WriteCreate 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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Bulk List IDRequired
- TemplateRequired
ActionThis is an event a Zap performs.WriteCreate 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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Find Navigator Agreement (For IAM Plans)
Finds Navigator agreements that match the search criteria. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Id_explain
- Zap Unique ID Label
- Flow Template Folder
- Moxo Flow TemplateRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Specify the way to locate Flow WorkspaceRequired
- Binder Reference/Flow Workspace IDRequired
- Specify the step typeRequired
- Moxo Content-Library Folder
- Moxo Content-LibraryRequired
- Step Title
- Step Reference ID
- Is it to add step to the end of flow?
- Step Order Number in the Flow if not to the end of flow
- Step Description
- Due in Days
- Skipped Weekends for Due in Days
- Allow parallel processing for multiple assignees, whose order is upon the sequence in the array of Assignee Email
- When allow parallel processing for multiple assignees, the completion type to complete the process. By default, it is All Assignees
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invite_explain
- Workspace IDRequired
- Member EmailRequired
- Create New Relationship?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client First NameRequired
- Client Last NameRequired
- Client EmailRequired
- Display User ID
- Display User Phone Number
- Rm_explain
- Account ManagersRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Workspace IDRequired
- Note NameRequired
- Note ContentRequired
- Editable byRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- Sub-TitleRequired
- ContentRequired
- Assigned ClientRequired
- Approval Button Label
- Decline Button Label
- Trigger Identifier for Transaction Completed Event
- Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client Email (Identifier)Required
- Client First NameRequired
- Client Last Name
- Display User ID
- Display User Phone Number
- Rm_explain
- Account ManagersRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Workspace IDRequired
- Specify the object type
- Moxo Content-Library Folder
- Moxo Content-Library
- Description
- Callback URL
- Payload for Confirm Button
- Payload for Other Button
- Due in Days
- Skipped Weekends for Due in Days
- Allow parallel processing for multiple assignees, whose order is upon the sequence in the array of Assignee Email
- When allow parallel processing for multiple assignees, the completion type to complete the process. By default, it is All Assignees
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Purchase Order IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invite_explain
- Meeting IDRequired
- Participant Email
- Participant Unique ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Workspace IDRequired
- Folder Name
- FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Destination Workspace IDRequired
- E-Sign Title
- E-Sign Description
- Due in Days
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Flow NameRequired
- Welcome Message
- Description
- Reference ID
- Member Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Workspace IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Intg_explain
- Reference IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
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