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Docusign
Docusign
1. Choose trigger event
ServiceTitan
ServiceTitan
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 "Apply Tag to Customer" in ServiceTitan.
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Zapier seamlessly connects Docusign and ServiceTitan, 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.
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.
Project Id to attach job
Required
ID of job to attach to project
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
ID of job for new appointment
Required
Start date/time
Required
End date/time
Required
Arrival window start date/time
Arrival window end date/time
Technicians Ids
Special instructions
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Booking Provider
Required
Source
Required
Name
Required
Street
Unit
City
State
Zip
Country
Type
Value
Memo
Type
Value
Memo
Customer Type
Start
Summary
Required
Campaign
Business Unit
Job Type
Priority
Is First Time Client
Required
Send Confirmation Email
External Id
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Customer
Required
Type
Required
Value
Required
Memo
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Employee Name
Required
Mobile Phone
Office phone
Email
Required
Login (Username)
Account creation method
Required
Business Unit Id
User role Id
Required
List of company positions
Required
Azure Active Directory User Id
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Location Id
Required
Name
Installed On
Serial Number
Memo
Manufacturer
Model
Cost
Manufacturer Warranty Start
Manufacturer Warranty End
Service Provider Warranty Start
Service Provider Warranty End
Custom field Id
Value
Custom field Id
Value
Custom field Id
Value
Alias
File Name
Type
Alias
File Name
Type
Alias
File Name
Type
Tag Types
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Customer Id
Required
Location Id
Required
Business Unit
Required
Project
Estimate
Job Type
Required
Priority
Required
Campaign
Required
Start
Required
End
Required
Arrival Window Start
Arrival Window End
Technician Ids
Summary
Custom field Id
Value
Custom field Id
Value
Custom field Id
Value
Tag Types
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Required
Pin To Top
Job or Project Notes
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Booking
Required
Landing Page Url
Required
Referrer Url
Required
Google Click Identifier
Facebook Click Identifier
Microsoft Click ID
UTM source
UTM medium
UTM campaign
UTM ad group
UTM term
UTM content
Google Analytics id
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Lead
Required
Landing Page Url
Required
Referrer Url
Required
Google Click Identifier
Facebook Click Identifier
Microsoft Click ID
UTM source
UTM medium
UTM campaign
UTM ad group
UTM term
UTM content
Google Analytics id
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Name
Required
Email
Phone Number
Street
Unit
City
State
Zip
Country
Summary
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Name
Required
Customer
Required
Street
Unit
City
State
Zip
Country
Latitude
Longitude
Type
Value
Memo
Type
Value
Memo
Custom field Id
Value
Custom field Id
Value
Custom field Id
Value
Tag Types
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Technician
Required
Start
Required
Duration
Required
Name
Required
Timesheet Code
Required
Summary
Clear Dispatch Board
Clear Technician View
Remove Technician From Capacity Planning
Days of Week
Repeat
Repeat Frequency
Repeat Interval
End Type
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Location
Required
Estimate
Job
Name
Summary
Status Id
Sub Status Id
Start Date
Target Completion Date
Actual Completion Date
Custom field Id
Value
Custom field Id
Value
Custom field Id
Value
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Task id
Required
Is Closed
Required
Name
Required
Assigned To
Required
Due Date Time
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Technician Name
Required
Technician's phone number
Email
Login (Username)
Account creation method
Required
Business Unit Id
User role Id
Required
List of company positions
Required
Azure Active Directory User Id
License type
Required
Team name
Daily revenue goal
Burden rate (hourly)
Biography
Memo
Upcoming appointment visibility
Appointment history visibility
Street
Unit
City
State
Zip
Country
Latitude
Longitude
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Lead
Required
Dismiss Call Reason
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Appointment to remove hold.
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Id of the appointment to assign to.
Required
Technicians Ids
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Employee Id
Required
Employee Name
Mobile Phone
Office phone
Email
Login (Username)
Business Unit Id
User role Id
List of company positions
Azure Active Directory User Id
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Estimate ID
Required
Sku
Sku Name
Parent Item Id
Description
Required
Is Add On
Quantity
Unit Price
Skip Updating Membership Prices
Item Group Name
Item Group Root
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
ID
Required
Number
Type
Invoiced On
Sub total
Tax
Summary
Royalty Status
Review Status
Royalty Date
Royalty Sent on
Royalty Memo
Export
Assigned To
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Job Id
Required
Customer Id
Location Id
Business Unit
Project
Estimate
Job Type
Priority
Campaign
Summary
Should Update Invoice Items
Custom field Id
Value
Custom field Id
Value
Custom field Id
Value
Tag Types
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Location
Customer
Name
Active
Tax Zone Id
Street
Unit
City
State
Zip
Country
Latitude
Longitude
Custom field Id
Value
Custom field Id
Value
Custom field Id
Value
Tag Types
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Purchase order Id
Required
Id of the vendor for this PO
Required
Id of the purchase order type for this PO
Required
Id of the business unit for this PO
Required
Id of the inventory location for this PO
Id of the job for this PO
Id of the technician for this PO
Id of the project for this PO
Street
Unit
City
State
Zip
Country
Vendor invoice number
Vendor invoice number
Required
Summary/memo for this PO
PO date
Required
PO required on date
Required
Tax
Required
Shipping cost
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Technician Id
Required
Action name
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Appointments Ids (maximum 50)
ID of job for new appointment
Created before
Created on or after
Modified before
Modified on or after
Action
This is an event a Zap performs.
Search
Find existing data in your app
Booking provider Ids (maximum 50)
Name of the booking provider tag
Created before
Created on or after
Modified before
Modified on or after
Action
This is an event a Zap performs.
Search
Find existing data in your app
Campaign Id
Action
This is an event a Zap performs.
Search
Find existing data in your app
Customer Id
Action
This is an event a Zap performs.
Search
Find existing data in your app
Discount and Fees Ids (maximum 50)
Services created before
Services created on or after
Services modified before
Services modified on or after
Service active
External data application guid
External data key
External data values
Action
This is an event a Zap performs.
Search
Find existing data in your app
Equipment Ids (maximum 50)
Services created before
Services created on or after
Services modified before
Services modified on or after
Service active
External data application guid
External data key
External data values
Action
This is an event a Zap performs.
Search
Find existing data in your app
Installed Equipments Ids
Location Ids
Action
This is an event a Zap performs.
Search
Find existing data in your app
Type
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Lead
Action
This is an event a Zap performs.
Search
Find existing data in your app
Materials Ids (maximum 50)
Services created before
Services created on or after
Services modified before
Services modified on or after
Service active
External data application guid
External data key
External data values
Action
This is an event a Zap performs.
Search
Find existing data in your app
Purchase order Ids (maximum 50)
Purchase order status
Purchase order number
Id of the job for this PO
Id of the technician for this PO
Id of the project for this PO
Created on or after
Created before
Modified on or after
Modified before
Date on or after
Date before
Sent on or after
Sent before
Action
This is an event a Zap performs.
Search
Find existing data in your app
Active
Created before
Created on or after
Modified before
Modified on or after
Action
This is an event a Zap performs.
Search
Find existing data in your app
Vendor Ids
Active
External data application Guid
External data key
External data values
Created before
Created on or after
Modified before
Modified on or after
Action
This is an event a Zap performs.
Search
Find existing data in your app
For AI agents & developers
Use Docusign and ServiceTitan with AI agents and code
Beyond Zap workflows. Call Docusign and ServiceTitan 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 ServiceTitan 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)
Apply Tag to Customer
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Practical ways you can use Docusign and ServiceTitan
Generate lead forms for new ServiceTitan locations
When a new location is added in ServiceTitan, Zapier generates a lead form using DocuSign. This ensures marketing campaigns are ready for new regions without delay, driving faster lead generation and campaign deployment.
When a new job is created in ServiceTitan, Zapier automatically sends an invoice using DocuSign. This eliminates manual coordination, streamlining billing and tracking, while allowing the team to focus on delivering the project itself.
Learn how to automate ServiceTitan on the Zapier blog
Make work flow with AI
Level up your Docusign to ServiceTitan integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Docusign + ServiceTitan integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Docusign and ServiceTitan
How do I initiate a document signing process in Docusign directly from ServiceTitan?
You can start a document signing process from ServiceTitan by setting up a trigger for a particular event, such as the completion of a job or an invoice being ready. Once this event occurs, our integration automatically sends the document through Docusign to your client for signature.
Can I automatically update ServiceTitan when a document is signed in Docusign?
Yes, our integration allows you to set up actions that trigger once a document is signed in Docusign. You can have ServiceTitan automatically update the status of the related job or invoice, ensuring all information remains current without any manual input.
What types of documents can be sent from ServiceTitan using Docusign?
You can send various types of documents such as estimates, invoices, and approval forms from ServiceTitan through Docusign. The choice of documents typically depends on what action in ServiceTitan you set as the trigger for sending these documents.
Is it possible to send multiple documents for signing at once using this integration?
The integration allows sending multiple documents linked to a single trigger event. For instance, if you're closing out a job, you might send both an invoice and an approval form together through Docusign to your client.
How do I know when a client has viewed or signed a document sent via Docusign?
Once your client views or signs the document sent through Docusign, our system can notify you via email or update the status within your ServiceTitan dashboard so you can track document progress in real-time.
Are there any specific configurations needed in ServiceTitan before integrating with Docusign?
Before setting up the integration, ensure that your accounts are properly configured with necessary permissions and API access enabled both in Docusign and ServiceTitan. This will enable smooth operation between both platforms once they are connected.
Can I customize which actions in ServiceTitan trigger document sending via Docusign?
Yes, you have full control over customizing triggers within ServiceTitan. You can decide exactly which events like completing an estimate or receiving payment will prompt sending documents through Docusign.
About Docusign
Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
ServiceTitan is a mobile, cloud-based software platform that helps home services companies streamline operations, improve customer service, and increase sales.
