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Docusign
Docusign
1. Choose trigger event
ProWorkflow Classic
ProWorkflow Classic
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 "Add Bookmark" in ProWorkflow Classic.
You’re connected!
Zapier seamlessly connects Docusign and ProWorkflow Classic, 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
Complete Project
Triggered when a Project is completed in ProWorkflow.
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
Accept Project Request
Triggered when a Project Request is accepted in ProWorkflow.
Create a new record or update an existing record in your app.
Tag ID
Name
Required
Type
Required
Address 1
Address 2
Address 3
API Fields
City
Country
Email
Facebook
Fax
LinkedIn URL
Phone
State
Twitter
Zip Code
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Task ID
Required
Contact ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Project ID
Required
Name
Required
Cost
Required
Date
Description
Taxable
Invoiced
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Category ID
Required
Name
Required
Contacts
API Fields
Complete Date
Description
Due Date
Order
Order Level
Priority
Start Date
Time Allocated
Type
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Company ID
Required
Contact ID
Required
Invoice Title
Required
Project ID
Invoice Number
Company Name
Contact Name
Due Date
Line Item Name
Line Item Quantity
Line Item Rate
Address Line 1
Address Line 2
City
State
Zip Code
Country
Description
Terms
Invoiced Date
Mark Project as Invoiced
Show Cost Breakdown
Discount Description
Discount Value
Taxable
Tax Rate
API Fields
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Title
Required
Project Number
Client Company ID
Required
Category ID
Manager ID
Priority
Start Date
Due Date
Internal Client Contact ID
Internal Client Group ID
API Fields
Autonumber Option ID
Client Access
Clients
Complete Date
Contractors
Custom Fields
Custom Form Content
Custom Form Title
Custom Status ID
Description
Email Alerts
Group ID
Invoice Total
Private Notes
Quote Total
Staff
Template ID
Time Allocated
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Quote ID
Required
Line Item Name
Line Item Quantity
Line Item Rate
Line Item Description
Line Item Taxable
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Project ID
Required
Shared Note Title
Required
Shared Note Content
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Tag Name
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Name
Required
Project ID
Required
Contacts
Category ID
Template ID
Add Template Contacts
API Fields
Billable
Complete Date
Description
Due Date
Order
Order Level
Priority
Start Date
Time Allocated
Type
Service Name
Service Description
Service Rate
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Project Request ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Task ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Project ID
Required
Bookmark ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Invoice ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Project ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Quote ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Task ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Project ID
Required
Bookmark ID
Required
Title
Link
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact ID
Required
Address 1
Address 2
Address 3
Allow Login
API Fields
City
Company ID
Country
Email
Facebook
Fax
First Name
Last Name
Linkedin
Mobile Phone
State
Title
Twitter
Username
Workphone
Zipcode
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Invoice ID
Required
Invoice Title
Invoice Number
Status
Company Name
Contact Name
Paid Date
Due Date
Address Line 1
Line Item Name
Line Item Quantity
Line Item Rate
Address Line 2
City
State
Zip Code
Country
Description
Invoiced Date
Project ID
Show Cost Breakdown
Discount Description
Discount Value
Taxable
Tax Rate
API Fields
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Project ID
Required
Accounted For
API Fields
Category ID
Clients
Company ID
Complete Date
Contractors
Custom Form Content
Custom Form Title
Custom Status ID
Description
Due Date
Group ID
Internal Client Contact ID
Internal Client Group ID
Invoiced
Invoice Total
Manager ID
Number
Paid
Priority
Private Notes
Quote Total
Staff
Start Date
Time Allocated
Title
Custom Fields
Supress Hook
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Quote ID
Required
Quote Title
Approved Date
Status
Contact Name
Quote Number
Address Line 1
Address Line 2
City
State
Zip Code
Country
Description
Quoted By
Quoted Date
Show Cost Breakdown
Custom Field Value
Valid to Date
Client View
Discount Description
Discount Value
Project ID
Taxable
Tax Rate
API Fields
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Task ID
Required
API Fields
Billable
Category ID
Complete Date
Contacts
Description
Due Date
Name
Order
Order Level
Priority
Start Date
Time Allocated
Type
Service Name
Service Description
Service Rate
Suppress Hook
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Project ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact ID
Required
Tag ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Time Record ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Name
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Contractor Name
Search Email
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search Message Title
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search Quote Title
Search Quote Number
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search Task Name
Search Task Description
Project ID
Action
This is an event a Zap performs.
Search
Find existing data in your app
Name
Required
Company Name
Required
Company Type
Required
Address Part 1
City
State
Zipcode
Email
Phone
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Contractor Name
Search Email
First Name
Required
Last Name
Required
Company ID
Required
Title
Address Line 1
Address Line 2
City
State
Zip Code
Country
Email
Mobile Phone
Work Phone
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Search Project Title
Search Project Number
Search Project Description
Search Project Custom Form
Title
Required
Project Number
Client Company ID
Required
Priority
Start Date
Due Date
Internal Client Contact ID
Internal Client Group ID
Autonumber Option ID
Client Access
Clients
Complete Date
Contractors
Custom Fields
Custom Form Content
Custom Form Title
Custom Status ID
Description
Email Alerts
Group ID
Private Notes
Quote Total
Staff
Template ID
Time Allocated
Category ID
Manager ID
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Search Name
Search Email
Company ID
Required
First Name
Required
Last Name
Required
Address Line 1
Address Line 2
City
State
Zip Code
Country
Allow Login
Username
Password
Role ID
Group ID
Email
Mobilephone
Workphone
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Docusign and ProWorkflow Classic with AI agents and code
Beyond Zap workflows. Call Docusign and ProWorkflow Classic actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Docusign and ProWorkflow Classic actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Document to Workspace (For IAM Plans)
Add Bookmark
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
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Connect Docusign and ProWorkflow Classic to integrate crucial parts of your business
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Automate your way to actionable, up-to-date data
The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
Resolve incidents faster with automation
Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
Learn how to automate Docusign on the Zapier blog
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