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Docusign
Docusign
1. Choose trigger event
Shopify
Shopify
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 Line Item to Order" in Shopify.
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Zapier seamlessly connects Docusign and Shopify, 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.
Action
This is an event a Zap performs.
Search
Find existing data in your app
New Blog
Triggers when a new blog is added to your Shopify store.
Create a new record or update an existing record in your app.
Blog
Required
Title
Required
Author Name
Required
Content
Required
Featured Image URL
Excerpt/Summary
Tags
Is Published?
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Company
Required
Location Name
Required
External ID
Locale
Phone
Note
Tax Registration ID
Billing same as shipping address?
Shipping Address Line 1
Shipping Address Line 2
Shipping City
Shipping Country Code
Shipping First Name
Shipping Last Name
Shipping Phone
Shipping Recipient
Shipping ZIP Code
Shipping Zone Code
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
First Name
Last Name
Email Address
Customer Phone
Company Name
Street Address
Street Address Line 2
City
State
State/Province Code
Country
Country Code
Zip Code
Address Phone
Tags
Note
Accepts Marketing
Tax Exempt
Tax Exemptions
Send E-Mail Invite
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Order ID
Required
Fulfillment Order ID
Required
Notify customer
Address line 1
Address line 2
City
Country code
Province code
Zip code
Tracking company
Tracking number
Tracking URL
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Initial Value
Required
Code
Customer ID
Expiry Date
Note
Template Suffix
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Order
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Title
Required
Product_type
Vendor
Product Status
Product Description
Tags
Collection ID
Handle
Note
First Product Option
Values for First Product Option
Second Product Option
Values for Second Product Option
Third Product Option
Values for Third Product Option
Category
Alt Text
Media Content Type
Original Source
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Customer
Required
Tags
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Customer
Required
First Name
Last Name
Email Address
Customer Phone
Company Name
Street Address
Street Address Line 2
City
State
State/Province Code
Country
Country Code
Zip Code
Address Phone
Tags
Note
Accepts Marketing
Tax Exempt
Tax Exemptions
Send Account Invite Email
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Order ID
Required
Email
Notes
Remove Customer from Order
Tags
Additional Details
Shipping Address - Address 1
Shipping Address - Address 2
Shipping Address - City
Shipping Address - Company
Shipping Address - Country
Shipping Address - First Name
Shipping Address - Last Name
Shipping Address - Latitude
Shipping Address - Longitude
Shipping Address - Phone
Shipping Address - Province
Shipping Address - Province Code
Shipping Address - ZIP
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Product ID
Required
Title
Product_type
Vendor
Product Status
Product Description
Tags
Category
Collections to Join
Collections to Leave
Handle
Redirect Handle?
Alt Text
Media Content Type
Original Source
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Search Query
Email
Action
This is an event a Zap performs.
Search
Find existing data in your app
Order ID
Required
Include Closed Fulfillment Orders
Action
This is an event a Zap performs.
Search
Find existing data in your app
Resource
Required
Resource ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Product Titles
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Copy
Product Title or Handle
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Product Variant SKU
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search Query
Email Address
First Name
Last Name
Customer Phone
Company Name
Street Address
Street Address Line 2
City
State
State/Province Code
Country
Country Code
Zip Code
Address Phone
Tags
Note
Accepts Marketing
Tax Exempt
Tax Exemptions
Send E-Mail Invite
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
Product ID
Required
Product Variant Title
Required
Add New Image - File
Add New Image - Alt Text
Choose Existing Image
Price
Compare-at Price
Charge Tax On This Variant?
Cost Per Item
SKU (Stock Keeping Unit)
Barcode (ISBN, UPC, GTIN, etc.)
Track Quantity?
Continue Selling When Out of Stock?
This Is a Physical Product
Weight
Weight Unit
Country/Region of Origin
Harmonized System (HS) code
Position
Requires Components
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 Shopify with AI agents and code
Beyond Zap workflows. Call Docusign and Shopify 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 Shopify 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 Line Item to Order
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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Customers who say using Zapier has made them better at their job
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Customers have created over 25 million Zaps on the platform
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Practical ways you can use Docusign and Shopify
Sync completed Docusign envelopes to Shopify orders
When a Docusign envelope is completed, Zapier automatically generates a draft order in Shopify with the relevant customer details and order information. This simplifies order fulfillment by centralizing signed agreements and order data, saving time and reducing manual entry.
When a new customer is added in Shopify, Zapier automatically adds them to a Docusign bulk send list. This enables marketers to easily send documents, such as promotional agreements or consent forms, to multiple customers at once.
Level up your Docusign to Shopify integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Docusign + Shopify integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Docusign and Shopify
Can I integrate DocuSign with Shopify using our platform?
Yes, you can integrate DocuSign with Shopify through our platform by setting up workflows that automate electronic agreements and document handling. This allows you to streamline processes such as automatically sending a document for signing when a new order is placed on Shopify.
What types of triggers are available for automating tasks between DocuSign and Shopify?
Our platform provides several triggers, such as 'New Order' in Shopify or 'Envelope Sent' in DocuSign. These triggers can be used to initiate actions like automatically sending order confirmation contracts via DocuSign whenever a customer makes a purchase on Shopify.
Are there specific actions that we can automate between DocuSign and Shopify?
Absolutely! You can automate actions like creating new documents or envelopes in DocuSign based on activities in Shopify. For example, when an order is fulfilled in Shopify, a trigger can be set up to automatically generate a shipping agreement in DocuSign.
Is it possible to send documents from DocuSign automatically when a purchase is made on Shopify?
Yes, with our integration solutions, you can configure workflows where a completed purchase in Shopify triggers the automatic sending of documents from DocuSign. This ensures that all necessary documents are promptly sent without manual intervention.
How do I know if my workflow setup between DocuSign and Shopify is successful?
Once you set up the integration through our platform, you can test the workflow by conducting trial transactions. Our dashboard provides feedback to ensure everything functions properly and highlights any errors or areas needing adjustment.
Can I customize the templates used for documents sent through this integration?
Yes, we allow customization of document templates used in your automated workflows between DocuSign and Shopify. You can tailor these templates within the parameters set by both platforms to fit your specific business needs.
What happens if there’s an update on either service platform; do I need to adjust my settings manually?
Our platform aims to handle most updates automatically. If significant changes occur requiring action from your side, we notify you with detailed instructions to ensure continuous and smooth operations without disruption.
About Docusign
Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
