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How Zapier works

Zapier makes it easy to integrate Docusign with Shopify - no code necessary. See how you can get setup in minutes.

Select a trigger from Docusign

A trigger is an event that starts your Zap and runs the workflow. For example, with Docusign, a trigger could be "Envelope Status Updated."
A trigger is the event that kicks off your automated workflow.

Setup an action from Shopify

An action is what takes place after the automation is triggered. For example, with Shopify, the action could be "Add Line Item to Order."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Docusign to Shopify

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

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.
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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.

Connect Docusign and Shopify to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
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Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

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.
An illustration representing how to move and manage data with Zapier.

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.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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.

    • Status
    • Add certificate of completion?
    • Download form data?
    Trigger
    Scheduled
    Try It
    • Brand ID
    • Email Subject
    • Email Body
    Action
    Write
    • Apply template ID?
    • Email Subject
    • Email Body
    • Recipient Email
    • Recipient Name
    • Recipient Role
    Action
    Write
  • Shopify triggers, actions, and search
    New Blog

    Triggers when a new blog is added to your Shopify store.

    Trigger
    Scheduled
    Try It
  • Docusign triggers, actions, and search
    New Folder

    Triggers when a new folder is created.

    Trigger
    Scheduled
    Try It
    • Template ID
    • Brand ID
    • Email Subject
    • Email Body
    Action
    Write
    • HTTP Method
      Required
    • URL
      Required
    • Query String Parameters
    • Headers
    • Additional Request Headers
    • Body
    Action
    Write
    • Blog
      Required
    • Blog Entry Status
    Trigger
    Scheduled
    Try It

Learn how to automate Docusign on the Zapier blog

Learn how to automate Shopify on the Zapier blog

docusign logo
docusign logo
About Docusign
Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
Learn moreHelp
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    shopify logo
    shopify logo
    About Shopify
    Shopify is a simple way to create an online store to list products, collect credit card payments, and ship your goods.
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    • eCommerce

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