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Docusign + Paravant Systems

Docusign + Paravant Systems integrations

Upload newly completed Docusign envelopes to Paravant client records

This integration automatically adds newly completed Docusign envelopes—such as executed consent forms or licensing agreements—directly to the client's Paravant profile for future reference. Ensure that your client records are complete with this integration.

When this happens...
Envelope CompletedTriggers when an envelope is completed.
TriggerInstant
automatically do this...
Find ClientFind a client by unique identifier, email, or phone. Returns no results when nothing matches.
ActionSearch
then do this!
Add Document to Client RecordAdd a file from a previous Zap step to an existing Paravant client record.
ActionWrite

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More things you can do with Docusign and Paravant Systems

Discover other triggers and actions you can use with Docusign and Paravant Systems

Click Agreed
Triggers when a recipient accepted a clickwrap agreement.
Trigger
Instant
Try It
- Events to Monitor
  Required
Trigger
Instant
Try It
- Warning_text
- Return only envelopes I created?
- Filter by Envelope Name
- Filter by Envelope Name Match Type
- Filter by Document Name
- Filter by Document Name Match Type
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Return only envelopes I created?
- Filter by Envelope Name
- Filter by Envelope Name Match Type
- Filter by Document Name
- Filter by Document Name Match Type
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Return only envelopes I created?
- Filter by Envelope Name
- Filter by Envelope Name Match Type
- Filter by Document Name
- Filter by Document Name Match Type
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It

- Warning_text
- Return only envelopes I created?
- Filter by Envelope Name
- Filter by Envelope Name Match Type
- Filter by Document Name
- Filter by Document Name Match Type
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Return only envelopes I created?
- Filter by Envelope Name
- Filter by Envelope Name Match Type
- Filter by Document Name
- Filter by Document Name Match Type
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It

New Agreement (For IAM Plans)
Triggers when a new Agreement Manager agreement is created. Only available for Docusign IAM Plans.
Trigger
Polling
Try It
Workflow Completed (For IAM Plans)
Triggers when a Workflow Builder workflow completes. Only available for Docusign IAM Plans.
Trigger
Instant
Try It
Workflow Started (For IAM Plans)
Triggers when a Workflow Builder workflow starts. Only available for Docusign IAM Plans.
Trigger
Instant
Try It
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.
Trigger
Instant
Try It
New Folder
Triggers when a new folder is created.
Trigger
Polling
Try It
New User Added to Workspace (For IAM Plans)
Triggers when a new user is added to a workspace. Only available for Docusign IAM Plans.
Trigger
Polling
Try It
- Warning_text
- Return only envelopes I created?
- Filter by Envelope Name
- Filter by Envelope Name Match Type
- Filter by Document Name
- Filter by Document Name Match Type
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Return only envelopes I created?
- Filter by Envelope Name
- Filter by Envelope Name Match Type
- Filter by Document Name
- Filter by Document Name Match Type
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Return only envelopes I created?
- Filter by Envelope Name
- Filter by Envelope Name Match Type
- Filter by Document Name
- Filter by Document Name Match Type
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Return only envelopes I created?
- Filter by Envelope Name
- Filter by Envelope Name Match Type
- Filter by Document Name
- Filter by Document Name Match Type
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Return only envelopes I created?
- Filter by Envelope Name
- Filter by Envelope Name Match Type
- Filter by Document Name
- Filter by Document Name Match Type
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
SMS Opt-Out
Triggers when a recipient opted out of receiving SMS notifications for an envelope.
Trigger
Instant
Try It
Template Deleted
Triggers when a template is deleted.
Trigger
Instant
Try It
Workspace Documents (For IAM Plans)
Fetches documents from a workspace for selection. Only available for Docusign IAM Plans.
Trigger
Polling
Try It
- Bulk List ID
  Required
- Role Name
  Required
- Name
  Required
- Email
  Required
Action
Write
- Bulk List ID
  Required
- Template
  Required
Action
Write
- Template
  Required
- Email Subject
- Email Blurb
- Enable Reminders?
- Enable Expiration?
- Recipient Email
- Recipient Name
- Recipient Role
Action
Write
- Template Name
  Required
- Description
- Email Subject
- Email Message
- Document
- Document Name
- Recipient Type
- Delivery Method
- Email
- Phone Number
- Name
- Role Name
Action
Write
Delete Document From Workspace (For IAM Plans)
Removes a document from a workspace permanently. Only available for Docusign IAM Plans.
Action
Write
- Brand ID
- Email Subject
- Email Body
Action
Write
- Envelope ID
  Required
Action
Write
- Template ID
  Required
Action
Write
Find Documents in Workspace (For IAM Plans)
Lists and searches documents within a specific workspace. Only available for Docusign IAM Plans.
Action
Write
Pause Workflow Instance (For IAM Plans)
Pauses a running workflow instance. Only available for Docusign IAM Plans.
Action
Write
Trigger Workflow (For IAM Plans)
Triggers a Workflow Builder workflow. Only available for Docusign IAM Plans.
Action
Write
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
Write
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
Write
- Template
  Required
- Render Template Tabs
  Required
- Email Subject
- Email Blurb
Action
Write
- 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
Write
- Envelope ID
  Required
- Void Reason
  Required
Action
Write
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
Write
- Envelope ID
  Required
- Include Certificate of Completion
Action
Search
- Envelope ID
  Required
Action
Search
Find Workflow (For IAM Plans)
Finds Workflow Builder workflows that match the search criteria. Only available for Docusign IAM Plans.
Action
Search
Find Workflow Instance (For IAM Plans)
Finds Workflow Builder instances for a specific workflow. Only available for Docusign IAM Plans.
Action
Search
Amendment After NOA Not Entered
Triggers when a Post-Approval/Publication/Post-Notice of Allowance (NOA) Amendment to goods/services is not accepted by the USPTO.
Trigger
Instant
Try It
Audit Interim Action Reminder
Triggers when a deadline to respond to an Audit Interim Action is approaching.
Trigger
Instant
Try It
Cancellation Proceeding Instituted
Triggers when a TTAB cancellation proceeding is instituted.
Trigger
Instant
Try It
Early Statement of Use Rejected
Triggers when an early Statement of Use filing is rejected and requires correction.
Trigger
Instant
Try It
Examiner Assigned
Triggers when an examining attorney is assigned to a trademark application in your docket.
Trigger
Instant
Try It
Expungement Incomplete Petition Reminder
Triggers when an Expungement Incomplete Petition response deadline is approaching.
Trigger
Instant
Try It
Expungement Not Instituted
Triggers when USPTO decides not to institute an expungement proceeding.
Trigger
Instant
Try It
Extension of Time to Oppose Filed
Triggers when a potential opposer files an extension of time to oppose your trademark application.
Trigger
Instant
Try It
Final SOU Deadline Reminder
Triggers when the final (36-month) Statement of Use deadline is approaching.
Trigger
Instant
Try It
ITU Divisional Request Office Action
Triggers when an office action is issued regarding a request to divide the application.
Trigger
Instant
Try It
ITU Extension Request Office Action
Triggers when an office action is issued for a deficient ITU extension request (e.g., filer/owner mismatch).
Trigger
Instant
Try It
Letter of Protest Accepted
Triggers when a third party submits a letter of protest against your application.
Trigger
Instant
Try It
Madrid Irregularity Response Reminder
Triggers when a Madrid Protocol irregularity response deadline is approaching.
Trigger
Instant
Try It
Non-Final Office Action Response Reminder
Triggers when a deadline to respond to a Non-Final Office Action is approaching.
Trigger
Instant
Try It
Notice of Suit
Triggers when a notice of suit has been filed in federal court.
Trigger
Instant
Try It
Official Gazette Publication
Triggers when your application is published in the Official Gazette.
Trigger
Instant
Try It
Order for Sanctions Issued
Triggers when the USPTO issues an Order for Sanctions against a trademark application (e.g. for improper signatures).
Trigger
Instant
Try It
Petition to Director - Dismissed
Triggers when a petition to the Director is dismissed.
Trigger
Instant
Try It
Petition Inquiry Reminder
Triggers when a Petition to Director inquiry response deadline is approaching.
Trigger
Instant
Try It
Petition to Revive Reminder
Triggers when a Petition to Revive Abandoned Application deadline is approaching.
Trigger
Instant
Try It
Post-Publication Amendment Reviewed - No Action Taken
Triggers when the USPTO reviews a post-publication amendment request and issues a decision taking no action.
Trigger
Instant
Try It
Post-Reg Deficiency Response Reminder
Triggers when a deadline to respond to a Post-Registration Deficiency is approaching.
Trigger
Instant
Try It
Reexamination Final Office Action
Triggers when a final office action is issued in a reexamination proceeding.
Trigger
Instant
Try It
Reexamination Not Instituted
Triggers when USPTO decides not to institute a reexamination proceeding.
Trigger
Instant
Try It
Reexamination Proceeding Authorized
Triggers when Director authorizes a reexamination proceeding.
Trigger
Instant
Try It
Request for Reinstatement - Denied or Dismissed
Triggers when a request for reinstatement is denied or dismissed.
Trigger
Instant
Try It
Request for Special Handling Denied
Triggers when a request to make special (expedite examination) is denied.
Trigger
Instant
Try It
Section 71 Renewal Reminder
Triggers when a 10-year Section 71 Renewal deadline is approaching (Madrid Protocol).
Trigger
Instant
Try It
Section 8 (6-Year) Reminder
Triggers when a 6-year Section 8 Declaration of Continued Use deadline is approaching.
Trigger
Instant
Try It
SOU or Extension Reminder
Triggers when a Statement of Use or Extension request deadline is approaching.
Trigger
Instant
Try It
Suspension Inquiry Reminder
Triggers when a Suspension Inquiry response deadline is approaching.
Trigger
Instant
Try It
Trademark Registered - Principal
Triggers when your trademark is successfully registered on the Principal Register.
Trigger
Instant
Try It
TTAB Appeal Status Update
Triggers when a TTAB ex parte appeal is updated - covers examiner's statement issued, refusal reversed, or appeal dismissed.
Trigger
Instant
Try It
- Unique Identifier
  Required
- Client Name
- Contact Email
- Contact Phone
- Address Line 1
- Address Line 2
- City
- State/Province/Region
- Postal Code
- Country
- Client Note
Action
Write
- Unique Identifier
  Required
- Client Name
- Contact Email
- Contact Phone
- Address Line 1
- Address Line 2
- City
- State/Province/Region
- Postal Code
- Country
- Client Note
Action
Write

Click Declined
Triggers when a recipient declined a clickwrap agreement.
Trigger
Instant
Try It
- Warning_text
- Return only envelopes I created?
- Filter by Envelope Name
- Filter by Envelope Name Match Type
- Filter by Document Name
- Filter by Document Name Match Type
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Return only envelopes I created?
- Filter by Envelope Name
- Filter by Envelope Name Match Type
- Filter by Document Name
- Filter by Document Name Match Type
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Return only envelopes I created?
- Filter by Envelope Name
- Filter by Envelope Name Match Type
- Filter by Document Name
- Filter by Document Name Match Type
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Return only envelopes I created?
- Filter by Envelope Name
- Filter by Envelope Name Match Type
- Filter by Document Name
- Filter by Document Name Match Type
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Return only envelopes I created?
- Filter by Envelope Name
- Filter by Envelope Name Match Type
- Filter by Document Name
- Filter by Document Name Match Type
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Return only envelopes I created?
- Filter by Envelope Name
- Filter by Envelope Name Match Type
- Filter by Document Name
- Filter by Document Name Match Type
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
Updated Agreement (For IAM Plans)
Triggers when an existing Agreement Manager agreement is updated. Only available for Docusign IAM Plans.
Trigger
Polling
Try It
Workflow Failed (For IAM Plans)
Triggers when a Workflow Builder workflow fails. Only available for Docusign IAM Plans.
Trigger
Instant
Try It
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.
Trigger
Instant
Try It
- Polling Interval
- Warning_text
- Status
- Return only envelopes I created?
- Add certificate of completion?
- Include documents?
- Include recipients?
- Include custom fields?
- Download form data?
Trigger
Polling
Try It
New Workspace (For IAM Plans)
Triggers when a new workspace is created. Only available for Docusign IAM Plans.
Trigger
Polling
Try It
- Warning_text
- Return only envelopes I created?
- Filter by Envelope Name
- Filter by Envelope Name Match Type
- Filter by Document Name
- Filter by Document Name Match Type
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Return only envelopes I created?
- Filter by Envelope Name
- Filter by Envelope Name Match Type
- Filter by Document Name
- Filter by Document Name Match Type
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Return only envelopes I created?
- Filter by Envelope Name
- Filter by Envelope Name Match Type
- Filter by Document Name
- Filter by Document Name Match Type
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Return only envelopes I created?
- Filter by Envelope Name
- Filter by Envelope Name Match Type
- Filter by Document Name
- Filter by Document Name Match Type
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Return only envelopes I created?
- Filter by Envelope Name
- Filter by Envelope Name Match Type
- Filter by Document Name
- Filter by Document Name Match Type
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
SMS Opt-In
Triggers when a recipient opted in to receiving SMS notifications for an envelope.
Trigger
Instant
Try It
Template Created
Triggers when a template is created.
Trigger
Instant
Try It
Template Modified
Triggers when a template is modified.
Trigger
Instant
Try It
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.
Action
Write
Add User to Workspace (For IAM Plans)
Adds a user to a workspace with specified permissions. Only available for Docusign IAM Plans.
Action
Write
- List Name
  Required
- Role Name
  Required
- Name
  Required
- Email
  Required
Action
Write
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
Write
Create Workspace (For IAM Plans)
Creates a new workspace for organizing documents, participants, and agreement workflows. Only available for Docusign IAM Plans.
Action
Write
- Envelope ID
  Required
- Document ID
  Required
Action
Write
- Template ID
- Brand ID
- Email Subject
- Email Body
Action
Write
- Template Name
  Required
Action
Write
Find Workspaces (For IAM Plans)
Searches for workspaces by name. Only available for Docusign IAM Plans.
Action
Write
Cancel Workflow Instance (For IAM Plans)
Cancels a running workflow instance. Only available for Docusign IAM Plans.
Action
Write
Resume Workflow Instance (For IAM Plans)
Resumes a paused workflow instance. Only available for Docusign IAM Plans.
Action
Write
List Envelopes in Workspace (For IAM Plans)
Lists all envelopes created from a workspace. Only available for Docusign IAM Plans.
Action
Write
- Webform
  Required
- Link Type
  Required
Action
Write
Revoke Workspace User Access (For IAM Plans)
Removes a user's access to a workspace. Only available for Docusign IAM Plans.
Action
Write
- Bulk List ID
  Required
- Template
  Required
Action
Write
Update Workspace User (For IAM Plans)
Updates a user's role or status in a workspace. Only available for Docusign IAM Plans.
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Envelope ID
  Required
Action
Search
- Envelope ID
  Required
Action
Search
- Envelope ID
  Required
Action
Search
Find Agreement (For IAM Plans)
Finds Agreement Manager agreements that match the search criteria. Only available for Docusign IAM Plans.
Action
Search
Get Agreement (For IAM Plans)
Retrieves a single Agreement Manager agreement by its ID. Only available for Docusign IAM Plans.
Action
Search
Trademark Assignment Status Update
Triggers when USPTO Assignment Department processes a submitted assignment document.
Trigger
Instant
Try It
Audit Response Reminder
Triggers when a Post-Registration Audit Response deadline is approaching.
Trigger
Instant
Try It
Division Request Untimely, Refused, or Withdrawn
Triggers when a request to divide is determined to be untimely, refused, or withdrawn by the USPTO.
Trigger
Instant
Try It
Examiner's Amendment Notification
Triggers when the examining attorney makes an amendment to the application on behalf of the applicant.
Trigger
Instant
Try It
Expungement Final Office Action
Triggers when a final office action is issued in an expungement proceeding.
Trigger
Instant
Try It
Expungement Non-Final Office Action
Triggers when a combined Notice of Institution and Non-Final Office Action is issued in an expungement proceeding.
Trigger
Instant
Try It
Expungement Petition Received
Triggers when a third-party petition for expungement is received.
Trigger
Instant
Try It
Final Office Action Reminder
Triggers when a Final Office Action deadline is approaching.
Trigger
Instant
Try It
IB Office Action Response Reminder
Triggers when a deadline to respond to an International Bureau (IB) Office Action is approaching.
Trigger
Instant
Try It
ITU Extension Request Office Action Reminder
Triggers when an INCEO (deficient extension request) response deadline is approaching.
Trigger
Instant
Try It
ITU Response Reminder
Triggers when an ITU-related response deadline (e.g., Extension Denial, SOU Formality) is approaching.
Trigger
Instant
Try It
Madrid Grant of Protection
Triggers when the International Bureau processes a grant of protection for a designated territory.
Trigger
Instant
Try It
Madrid Protocol Refusal Notification
Triggers when the International Bureau reports a Madrid Protocol refusal or opposition notice.
Trigger
Instant
Try It
Notice of Cancellation
Triggers when a trademark registration is cancelled by the USPTO.
Trigger
Instant
Try It
Notice of Unresponsive Amendment
Triggers when the USPTO issues a Notice of Unresponsive Amendment (refusal to consider filing).
Trigger
Instant
Try It
Opposition Filed or Instituted
Triggers when a formal opposition is filed or instituted at the Trademark Trial and Appeal Board (TTAB).
Trigger
Instant
Try It
Petition to Director - Denied
Triggers when a petition to the Director is denied.
Trigger
Instant
Try It
Petition to Director - Granted
Triggers when a petition to the Director is granted.
Trigger
Instant
Try It
Petition to Revive - Denied or Dismissed
Triggers when a petition to revive is denied or dismissed.
Trigger
Instant
Try It
Post-Publication Amendment Not Entered
Triggers when a post-publication amendment submitted by the applicant is not entered by the examiner.
Trigger
Instant
Try It
Post-Registration Action - No Response
Triggers when a post-registration action is mailed that requires no response.
Trigger
Instant
Try It
Request for Reconsideration Denied - Appeal Filed
Triggers when a request for reconsideration is denied and an appeal was already filed - jurisdiction returns to TTAB and the appeal process resumes.
Trigger
Instant
Try It
Reexam Incomplete Petition Reminder
Triggers when a Reexamination Incomplete Petition response deadline is approaching.
Trigger
Instant
Try It
Reexamination Petition Received
Triggers when a third-party petition for reexamination is received.
Trigger
Instant
Try It
Reexamination Subsequent Final Action
Triggers when a subsequent final office action is issued in a reexamination proceeding.
Trigger
Instant
Try It
Request for Reconsideration Denied
Triggers when a Request for Reconsideration is denied by the USPTO.
Trigger
Instant
Try It
Section 71 (6-Year) Reminder
Triggers when a 6-year Section 71 Declaration deadline is approaching (Madrid Protocol).
Trigger
Instant
Try It
Section 7 Approval
Triggers when a Section 7 request for registration corrections or amendments is approved.
Trigger
Instant
Try It
Section 8 & 9 Renewal Reminder
Triggers when a 10-year Section 8 & 9 Renewal deadline is approaching.
Trigger
Instant
Try It
Suspended Pending Administrative Review
Triggers when the application is suspended pending administrative review (Show Cause Order).
Trigger
Instant
Try It
Suspension Letter Notification
Triggers when the application is suspended pending external events.
Trigger
Instant
Try It
Trademark Registered - Supplemental
Triggers when your trademark is registered on the Supplemental Register.
Trigger
Instant
Try It
- Client Unique Identifier
  Required
- File
  Required
- Document Name
Action
Write
- Serial Number
  Required
- Client Unique Identifier
  Required
Action
Write
- Unique Identifier
- Contact Email
- Contact Phone
Action
Search

About Docusign

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

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About Paravant Systems

Paravant Systems is a trademark docketing platform for tracking deadlines, managing clients, and automating workflows.

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