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Docusign + Process Street

Run workflow in Process Street for updated envelopes in Docusign

Stay updated with your document handling process at all times. With this workflow, every time there's an update to the status of an envelope in DocuSign, it initiates a workflow in Process Street. This efficient setup helps you maintain a consistent document tracking method, ensuring nothing slips through the cracks. It's smooth, seamless, and saves time in your document management routine.

Stay updated with your document handling process at all times. With this workflow, every time there's an update to the status of an envelope in DocuSign, it initiates a workflow in Process Street. This efficient setup helps you maintain a consistent document tracking method, ensuring nothing slips through the cracks. It's smooth, seamless, and saves time in your document management routine.

  1. When this happens...
    DocusignDocusign
    Envelope Status Updated

    Triggers when an envelope is sent, completed, 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. Zapier will only fetch data and documents for envelope types that have been selected.

    TriggerScheduled
  2. automatically do this!
    Process StreetProcess Street
    Run Workflow

    Runs a workflow.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Status

    • Add certificate of completion?

    • Download form data?

    Trigger
    Scheduled
    Try It
    • DocumentRequired

    • Apply template ID?

    • Email Subject

    • Email Body

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
    • Data SetRequired

    Trigger
    Instant
    Try It
  • Docusign triggers, actions, and search

    New Folder

    Triggers when a new folder is created.

    Trigger
    Scheduled
    Try It
    • Template ID

    • Email Subject

    • Email Body

    Action
    Write
    • Workflow

    Trigger
    Instant
    Try It
    • Data SetRequired

    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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