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Docusign + SendGrid

Send email notifications through SendGrid when envelope status gets updated in DocuSign

Ensure prompt communication with this workflow. When an envelope status is updated in DocuSign, it instantly triggers an email to be sent out via SendGrid. This efficient process keeps everyone up-to-date, effectively eliminates delays, and enhances transparency in document handling. Utilize this seamless automation to optimize your workflow and stay on top of document status changes with ease.

Ensure prompt communication with this workflow. When an envelope status is updated in DocuSign, it instantly triggers an email to be sent out via SendGrid. This efficient process keeps everyone up-to-date, effectively eliminates delays, and enhances transparency in document handling. Utilize this seamless automation to optimize your workflow and stay on top of document status changes with ease.

  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!
    SendGridSendGrid
    Send Email

    Send an email to one or more recipients.

    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
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
    • Template ID

    • Email Subject

    • Email Body

    Action
    Write
    • ToRequired

    • FromRequired

    • From Name

    • Reply To

    • SubjectRequired

    • Text

    • HTML

    Action
    Write
  • SendGrid triggers, actions, and search

    Create or Update Contact

    This action allows you to add or update a Contact in SendGrid. You can use this action to add the contact to the list.

    Action
    Write
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docusign logo

About Docusign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
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  • Signatures

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sendgrid logo
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About SendGrid

SendGrid's cloud-based email infrastructure relieves businesses of the cost and complexity of maintaining custom email systems

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