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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.
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.
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
Get Agreement (For IAM Plans)
Retrieves a single Agreement Manager agreement by its ID. Only available for Docusign IAM Plans.
Create a new record or update an existing record in your app.
Order
Required
Parent Transaction
Required
Amount
Currency
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Name
Required
ExternalId
A note about the company
Company_contact
Contact Email
Contact First Name
Contact Last Name
Contact Phone
Contact Title
Contact_locale
Location
Billing same as shipping address?
Company_shippingAddress
Shipping Address Line 1
Shipping Address Line 2
Shipping Address City
Shipping Address Country Code
Shipping_firstName
Shipping_lastName
Shipping Address Phone
Shipping Address Recipient
Shipping Address Zip
Shipping Address Zone Code
Location External ID
Location_locale
Location_name
Location_note
Location_phone
TaxRegistrationId
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Email
Product
Product Variant
Product Quantity
Required
Product Title
Product Price
Weight in Grams
Note
Discount - Type
Discount - Amount
Discount - Title
Discount - Description
Custom Attributes
Tags
ShippingAddressInstructions
Shipping Address - First name
Shipping Address - Last name
Shipping Address - Company
Shipping Address - Phone
Shipping Address - Address
Shipping Address - Address con't
Shipping Address - City
Shipping Address - State/Province/Region
Shipping Address - Postal/Zip code
Shipping Address - Country
BillingAddressInstructions
Billing Address - First name
Billing Address - Last name
Billing Address - Company
Billing Address - Phone
Billing Address - Address
Billing Address - Address con't
Billing Address - City
Billing Address - State/Province/Region
Billing Address - Postal/Zip code
Billing Address - Country
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Product ID
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.
Write
Create a new record or update an existing record in your app.
Adjust or Set quantity?
Required
The name of quantities to be changed
Required
The reason for the quantity changes
Required
Location
Required
Product
Product Variant
Required
Quantity to Set or Adjust
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Email
Product
Product variant
SKU
Product quantity
Product title
Product price
Currency
Weight in grams
Requires shipping
Price
Currency
Rate
Title
Note
Discount - Type
Discount - Amount
Discount - Code
Discount - Currency
Additional details
Tags
Buyer accepts marketing?
Shipping_address_instructions
Shipping address - First name
Shipping address - Last name
Shipping address - Company
Shipping address - Phone
Shipping address - Address
Shipping address - Address con't
Shipping address - City
Shipping address - Country
Shipping address - Country code
Shipping address - State/Province/Region
Shipping address - State/Province/Region code
Shipping address - Postal/Zip code
Billing_address_instructions
Billing address - First name
Billing address - Last name
Billing address - Company
Billing address - Phone
Billing address - Address
Billing address - Address con't
Billing address - City
Billing address - Country
Billing address - Country code
Billing address - State/Province/Region
Billing address - State/Province/Region code
Billing address - Postal/Zip code
Send_receipt
Send_fulfillment_receipt
Inventory behaviour
Financial status
Fulfillment status
Code
Title
Price
Currency
Source
Source name
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Product ID
Required
Channel ID
Required
Publish Date
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Product
Required
Tags
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Inventory Item
Required
Unit Cost
Track Inventory
SKU
Requires Shipping
Country of Origin
Province/State of Origin
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Product
Required
Product Variant
Required
Price
Compare at Price
SKU
Barcode
Is taxable?
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Api_docs_info
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.
Query - Name
Query - Confirmation Number
Query - Email
Query - Customer ID
Query - Location ID
Query - SKU
Query - Order ID
Sort Key
Reverse results
Raw query
Action
This is an event a Zap performs.
Search
Find existing data in your app
Order ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Order_id
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Ids
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Product Variant Titles
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Product
Required
Product Variant Title
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Copy
Product Title or Handle
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.
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 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.
