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Docusign
Docusign
1. Choose trigger event
PDF-app
PDF-app
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 "AI Chat & Analyzer" in PDF-app.
You’re connected!
Zapier seamlessly connects Docusign and PDF-app, 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.
Action
This is an event a Zap performs.
Search
Find existing data in your app
Image Description (Prompt)
File URLs
Number of Images
Required
Image Width (px)
Required
Image Height (px)
Required
CFG Scale
Required
Seed
Quality Level
Required
Asynchronous Processing
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
File URL
Required
Asyncron processing
Required
PDF Compression Settings
Required
JPEG Quality
Filename
Color Image Resolution
Required
Gray Image Resolution
Required
Monochrome Image Resolution
Required
Password protection
Encrypt PDF Algorithm
Encrypt PDF Key
Encrypt PDF IV
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
File URL
Required
Asyncron processing
Required
Filename
Password protection
Encrypt PDF Algorithm
Encrypt PDF Key
Encrypt PDF IV
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
File URL
Required
Filename
Encrypt File Algorithm
Required
Encrypt File Key
Required
Encrypt File IV
Required
Encrypt or decrypt
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
PDF URL
Required
Asyncron processing
Required
Template ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Image URL(s)
Required
Asyncron processing
Required
Filename
Password protection
Encrypt PDF Algorithm
Encrypt PDF Key
Encrypt PDF IV
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
JobID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Image or PDF URL(s)
Required
Extract Plain Text
Required
Extract Layout / Images
Required
Extract Forms (Key–Value Pairs)
Required
Extract Tables
Required
Detect Signatures
Required
Asyncron processing
Required
Regions
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
PDF File URL
Required
Filename
Add or remove
Required
Password
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
PDF URL(s)
Required
Filename
Image Type
Image Quality
Asyncron processing
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
QR texts
Required
Filename
Size
Required
Margin
Required
Color
Required
Background color
Required
Format
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
File URLs
Operation Type
File Type
File Path
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Input Text
File URL
Source Language Code
Target Language Code
Required
Formality
Asyncron processing
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Click Declined
Triggers when a recipient declined a clickwrap agreement.
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.
Action
This is an event a Zap performs.
Search
Find existing data in your app
Input Text
File URLs
Examples
Asyncron processing
Required
Model Type
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Barcode texts
Required
Filename
Width
Required
Height
Required
Include text
Required
Text placement
Required
Text Padding
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
PDF URL
Required
Enable Entity Classification
Required
Enable PII Detection
Required
Extract Only Tables
Required
OCR Pages
Asyncron processing
Required
Include PII Values
Required
Exclude File Return
Required
Output Format
OCR Language
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
PDF URL
Required
Add Texts
Add Images
Remove Elements
Search & Replace text
Filename
Delete pages
Asyncron processing
Required
Move and Transform PDF Content
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
File URL
File Base64
Source File Name
Output File Name
Sheet Name
Sheet Index
Read All Sheets
Required
Use First Row As Headers
Required
Header Row Index
Normalize Headers
Skip Empty Rows
Drop Empty Columns
Trim Strings
Include Row Number
Result Shape
Required
Return As File
Include Sheet Metadata
Empty Value Mode
CSV Delimiter
CSV Encoding
Pretty Print JSON
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Content Data
Header Template
Footer Template
PDF page format
Required
Display Header & Footer
Required
Page margins
Required
Orientation
Required
Show background
Asyncron processing
Required
HTML Template ID
Filename
Password protection
Encrypt PDF Algorithm
Encrypt PDF Key
Encrypt PDF IV
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Image URLs
Required
New Format
Keep Ratio
Required
Image Quality
Rotation
Flip
Flop
Crop
Filename
Watermark
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
PDF URLs
Required
Asyncron processing
Required
Filename
Password protection
Encrypt PDF Algorithm
Encrypt PDF Key
Encrypt PDF IV
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
File URL
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
PDF file
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
File URL
Required
Asyncron processing
Required
Filename
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
PDF file URL
Required
Pages per split
Required
Page Range Split
Asyncron processing
Required
Filename
Password protection
Encrypt PDF Algorithm
Encrypt PDF Key
Encrypt PDF IV
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Text to Convert
File URL
Speech Type
Required
Voice ID
Required
Output Format
Required
Target Voice Language
Asyncron processing
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
File URL
Required
File Name
Font Type
Watermark Text
Text Color
Text Opacity
Font Size
Watermark Placement
Required
Text Angle
Horizontal Margin
Vertical Margin
Fixed Width
Page Range
Watermark Image URL
Image Angle
Image Scale
Image Opacity
Custom Font URL
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
For AI agents & developers
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Connect via Zapier MCP
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Example actions on this page
Add Document to Workspace (For IAM Plans)
AI Chat & Analyzer
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
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