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Zapier makes it easy to integrate Docusign with Notion - no code necessary. See how you can get setup in minutes.
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Docusign
Docusign
1. Choose trigger event
Notion
Notion
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 "Add Block to Page" 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.
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.
Page
Required
Comment
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Parent_page
Required
Title
Content
Icon
Cover
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Item ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Data Source
Item
Required
Content
Content Format
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
File_upload_note
Data Source
Required
Item
Required
File Property
Required
File
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.
Retrieve a Page
This action retrieves a specific page from Notion using its ID. The page id can be a normal page or a database item.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Page
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Block ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Page ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Title
Required
Exact_match
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Data Source
Advanced Query (JSON)
Action
This is an event a Zap performs.
Search
Find existing data in your app
Data Source
Template Mode
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 Notion with AI agents and code
Beyond Zap workflows. Call Docusign and Notion 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 Notion 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)
Add Block to Page
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 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.
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.
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.
Level up your Docusign to Notion integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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.
About Docusign
Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
