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Zapier makes it easy to integrate Docusign with Plumsail Documents - no code necessary. See how you can get setup in minutes.
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Docusign
Docusign
1. Choose trigger event
Plumsail Documents
Plumsail Documents
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 "Convert to PDF" in Plumsail Documents.
You’re connected!
Zapier seamlessly connects Docusign and Plumsail Documents, 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
File to convert
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
File name
Required
Password
Files
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
DOCX file
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Email file
Required
Merge Attachments
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
PDF file
Required
JSON data
Required
Lock form fields
Password
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Data
Required
Template file
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Data
Required
Template file
Required
Locale
Timezone
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Data
Required
Template file
Required
Output type
Locale
Timezone
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Raw HTML
HTML file
Margins
Size
Orientation
Decode HTML
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
PDF file
Required
Rich Text (HTML)
Required
Overlay layer
Watermark position
Opacity
Angle
X coordinate
Y coordinate
Start page
End page
Pages
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
PDF file
Required
Image content
Required
Watermark position
Opacity
Watermark image width
A new height for the image that will be using for watermark
Auto scale
X coordinate
Y coordinate
Start page
End page
Pages
Password
PDF owner password
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
JSON file
JSON data
Mapppings
Path to JSON array
Locale
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Files
Required
Preserve Bookmarks
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
PDF file
Required
Password
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
PDF file
Required
Filename Prefix
DPI
Pages
Start Page
End Page
Password
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
PDF file
Required
Result Type
Start Page
End Page
Password
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
PPTX file
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
File
Required
Enable printing
Required
Enable modification
Required
Enable extract data
Required
Enable annotate
Required
PDF owner password
PDF user password
Current password
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Regular expression pattern
Required
String to search for matches
Required
Replacement string
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Process Name
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
Text content
Required
Rotation
Font
Bold
Italic
Text Align
Font Size
Color
Watermark position
Opacity
X coordinate
Y coordinate
Start page
End page
Password
PDF owner password
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
XLS file
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.
Create a new record or update an existing record in your app.
CSV file
Required
Use first line as headers
Delimiter
Rows Count
Mapppings
Locale
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
DOC file
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Archive file
Required
Password
Include Folders
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Data
Required
Template file
Required
Output type
Locale
Timezone
Template engine
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Data
Required
Template file
Required
Password
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Data
Required
Template file
Required
Output type
Locale
Timezone
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
PDF file
Required
Password
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
HTML file
Required
Margins
Paper Size
Orientation
Header HTML file
Footer HTML file
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Images
Required
Image Per Page
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
JSON file
JSON data
Delimiter
Path to JSON array
Locale
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Files
Required
Apply header and footer
Add page break
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Content of CSV document
Required
Delimiter
Rows Count
Use first line as headers
Locale
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
PDF file
Required
Filename Prefix
DPI
Pages
Start Page
End Page
Password
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
PDF file
Required
Filename Prefix
DPI
Pages
Start Page
End Page
Password
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
PDF file
Required
Overlay file
Required
Overlay layer
Start page
End page
Pages
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
PPT file
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Regular expression pattern
Required
String to search for matches
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Regular expression pattern
Required
String to search for matches
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
Split type
Required
Filename Prefix
Password
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
XLSX file
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
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Example actions on this page
Add Document to Workspace (For IAM Plans)
Convert to PDF
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