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Docusign + Postal.io

Docusign + Postal.io

Docusign + Postal.io integrations

Send Postal.io items for newly completed DocuSign envelopes

Send an item in the Postal Marketplace as a thank you when you close a deal (or whenever a new envelope is completed in DocuSign.)

  1. When this happens...
    Envelope Status Updated
    Envelope Status Updated
    Envelope Status UpdatedTriggers when an envelope is sent, completed, signed, voided, or declined. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Some data may be unavailable if you do not have full access to the envelope.
  2. automatically do this!
    Send an Item
    Send an Item
    Send an ItemSend an item from your Postal account. You can configure if you want to send this via an email or directly in the Postal App's Trigger Setup.
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More things you can do with Docusign and Postal.io

Discover other triggers and actions you can use with Docusign and Postal.io

  • Docusign triggers, actions, and search
    Click Agreed

    Triggers when a recipient accepted a clickwrap agreement.

    Trigger
    Instant
    Try It
    • Events to Monitor
      Required
    Trigger
    Instant
    Try It
    • Warning_text
    • Add certificate of completion
    • Include documents
    • Include recipients
    • Include custom fields
    • Include form data
    Trigger
    Instant
    Try It
    • Warning_text
    • Add certificate of completion
    • Include documents
    • Include recipients
    • Include custom fields
    • Include form data
    Trigger
    Instant
    Try It
  • Docusign triggers, actions, and search
    Click Declined

    Triggers when a recipient declined a clickwrap agreement.

    Trigger
    Instant
    Try It
    • Warning_text
    • Add certificate of completion
    • Include documents
    • Include recipients
    • Include custom fields
    • Include form data
    Trigger
    Instant
    Try It
    • Warning_text
    • Add certificate of completion
    • Include documents
    • Include recipients
    • Include custom fields
    • Include form data
    Trigger
    Instant
    Try It
    • Warning_text
    • Add certificate of completion
    • Include documents
    • Include recipients
    • Include custom fields
    • Include form data
    Trigger
    Instant
    Try It
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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 Postal.io
Postal.io automates the offline for Sales & Marketing
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