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Set up your first integration
Quickly connect Docusign to Notion with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Docusign with Notion - no code necessary. See how you can get setup in minutes.
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 Database Item" in Notion.
You’re connected!
Zapier seamlessly connects Docusign and Notion, 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 ItTriggerInstant - Events to MonitorRequired
Try ItTriggerInstant- Envelope Corrected
Triggers when an envelope is corrected.
Try ItTriggerInstant - Envelope Declined
Triggers when an envelope is declined.
Try ItTriggerInstant
- Click Declined
Triggers when a recipient declined a clickwrap agreement.
Try ItTriggerInstant - Envelope Completed
Triggers when an envelope is completed.
Try ItTriggerInstant - Envelope Created
Triggers when an envelope is created.
Try ItTriggerInstant - Envelope Deleted
Triggers when an envelope is deleted.
Try ItTriggerInstant
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Practical ways you can use Docusign and Notion
Track completed envelopes in Notion.
When an envelope is completed in DocuSign, Zapier will automatically add the details to a database in Notion, helping you keep an organized record of signed agreements. This removes the need for manual data entry, making it easy to reference agreements later.
Business OwnerSync signature requests with a campaign database.
When a new signature request is sent in DocuSign, Zapier will automatically add the request details to a campaign tracking database in Notion. This allows marketing teams to ensure contracts and agreements needed for campaigns are being monitored effectively.
Marketing & Marketing OpsDocument updates to signed contracts.
Once a contract is signed in DocuSign, Zapier will create or update a page in your Notion workspace with relevant details. This ensures project teams have the latest contract status without needing to request updates, improving transparency and reducing delays in task assignments.
Project ManagementLearn how to automate Docusign on the Zapier blog
Learn how to automate Notion on the Zapier blog
Frequently Asked Questions about Docusign + Notion integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Docusign and Notion
How do I integrate Docusign with Notion?
We use Zapier to connect Docusign and Notion. You'll first need a Zapier account, and then you can create a new Zap that uses Docusign as the trigger app and Notion as the action app.
What triggers can be set up from Docusign for integration with Notion?
When integrating Docusign with Notion, you can trigger workflows based on events such as 'Envelope Sent', 'Envelope Completed', or 'New Template Added' in Docusign.
What actions are available in Notion when connecting it with Docusign?
Once integrated, actions like creating or updating a database item in Notion can be performed when certain triggers in Docusign are activated.
Do I need any coding skills to integrate Docusign with Notion through Zapier?
No coding skills are required to set up the integration between Docusign and Notion. Our platform provides an intuitive interface where you can configure triggers and actions without any programming background.
Can I customize the data fields transferred from Docusign to Notion?
Yes, you can map specific fields from your Docusign documents to corresponding properties in your Notion databases during the integration setup process.
Is there a limit on how many documents can be processed through this integration?
While there may be limitations based on your Zapier plan regarding the number of tasks, there's no inherent limit within our system for the number of documents processed via the integration.
How secure is the data transfer between Docusign and Notion using this setup?
We ensure that data transferred between Docusign and Notion is protected using encryption technologies. Additionally, both platforms comply with industry-standard security practices.
