Docusign + Simplero
Send Docusign envelopes using templates for newly tagged Simplero contacts
Optimize your document sending process with this efficient workflow. Whenever a new tag is added to a contact in Simplero, it promptly sends an envelope using a template in Docusign. This process not only saves time but also ensures that important documents are sent as soon as contact information is updated. Keep your focus on more crucial tasks while this automation handles your routine document management.
Optimize your document sending process with this efficient workflow. Whenever a new tag is added to a contact in Simplero, it promptly sends an envelope using a template in Docusign. This process not only saves time but also ensures that important documents are sent as soon as contact information is updated. Keep your focus on more crucial tasks while this automation handles your routine document management.
- When this happens...
Tag Added to ContactTriggers when a tag is added to a contact.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Send Envelope Using TemplateSends a envelope signature request using a template.
ActionWriteCreate a new record or update an existing record in your app.
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Delete Purchase
Fired when a purchase expires, is canceled, or is refunded.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.TagRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
Name
Override Existing Value?
Note
Affiliate ref
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TagRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.List NameRequired
Contact NameRequired
Email AddressRequired
IP Address
Tags
Track
Affiliate ID or Ref
Auto Responses Start At
GDPR Consent
UTM Campaign
UTM Content
UTM Medium
UTM Source
UTM Term
UTM Adgroup
UTM Keyword
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Click Agreed
Triggers when a recipient accepted a clickwrap agreement.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Events to MonitorRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Navigator Agreement (For IAM Plans)
Triggers when a new Navigator agreement is created. Only available for Docusign IAM Plans.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planMaestro Workflow Completed (For IAM Plans)
Triggers when a Maestro workflow completes. Only available for Docusign IAM Plans.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Maestro Workflow Started (For IAM Plans)
Triggers when a Maestro workflow starts. Only available for Docusign IAM Plans.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Identity Verification Pending
Triggers when a signer completed the identity verification process for an eIDAS-compliant Qualified Electronic Signature (QES), but the result is still pending.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Folder
Triggers when a new folder is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew User Added to Workspace (For IAM Plans)
Triggers when a new user is added to a workspace. Only available for Docusign IAM Plans.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planAdd certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.SMS Opt-Out
Triggers when a recipient opted out of receiving SMS notifications for an envelope.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Template Deleted
Triggers when a template is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Workspace Documents (For IAM Plans)
Fetches documents from a workspace for selection. Only available for Docusign IAM Plans.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planBulk List IDRequired
Role NameRequired
NameRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Bulk List IDRequired
TemplateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TemplateRequired
Email Subject
Email Blurb
Recipient Email
Recipient Name
Recipient Role
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template NameRequired
Description
Email Subject
Email Message
Document
Document Name
Recipient Type
Delivery Method
Email
Phone Number
Name
Role Name
ActionThis is an event a Zap performs.WriteCreate 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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Brand ID
Email Subject
Email Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Envelope IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template IDRequired
ActionThis is an event a Zap performs.WriteCreate 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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Navigator Query Result (For IAM Plans)
Fetches a list of detailed agreements based on a query. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Resume Maestro Workflow Instance (For IAM Plans)
Resumes a paused workflow instance. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate 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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WebformRequired
Link TypeRequired
ActionThis is an event a Zap performs.WriteCreate 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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Bulk List IDRequired
TemplateRequired
ActionThis is an event a Zap performs.WriteCreate 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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find Navigator Agreement (For IAM Plans)
Finds Navigator agreements that match the search criteria. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Purchase
Will be fired whenever a new purchase is made in Simplero.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.EmailRequired
Point typeRequired
AmountRequired
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProductRequired
First Name(s)Required
Last NameRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AutomationRequired
Contact
Contact Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Simplero ListRequired
CustomerRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Click Declined
Triggers when a recipient declined a clickwrap agreement.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Navigator Agreement (For IAM Plans)
Triggers when an existing Navigator agreement is updated. Only available for Docusign IAM Plans.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planMaestro Workflow Failed (For IAM Plans)
Triggers when a Maestro workflow fails. Only available for Docusign IAM Plans.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Identity Verification Completed
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.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Polling Interval
Status
Return only envelopes I created?
Add certificate of completion?
Include documents?
Include recipients?
Include custom fields?
Download form data?
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Workspace (For IAM Plans)
Triggers when a new workspace is created. Only available for Docusign IAM Plans.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planAdd certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.SMS Opt-In
Triggers when a recipient opted in to receiving SMS notifications for an envelope.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Template Created
Triggers when a template is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Template Modified
Triggers when a template is modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Add Document to Workspace (For IAM Plans)
Uploads and adds a document to a workspace for organization and collaboration. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate 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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.List NameRequired
Role NameRequired
NameRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate 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.
ActionThis is an event a Zap performs.WriteCreate 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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Envelope IDRequired
Document IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template ID
Brand ID
Email Subject
Email Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template NameRequired
ActionThis is an event a Zap performs.WriteCreate 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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Cancel Maestro Workflow Instance (For IAM Plans)
Cancels a running workflow instance. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Pause Maestro Workflow Instance (For IAM Plans)
Pauses a running workflow instance. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Trigger Maestro Workflow (For IAM Plans)
Triggers a Maestro workflow. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate 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.
ActionThis is an event a Zap performs.WriteCreate 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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TemplateRequired
Render Template TabsRequired
Email Subject
Email Blurb
Recipient Email
Recipient Name
Recipient Role
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template IDRequired
Template NameRequired
Description
Email SubjectRequired
Email Message
DocumentRequired
Document Name
Recipient Type
Delivery Method
Email
Phone Number
Name
Role Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Envelope IDRequired
Void ReasonRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find Maestro Workflow (For IAM Plans)
Finds Maestro workflows that match the search criteria. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Maestro Workflow Instance (For IAM Plans)
Finds Maestro workflow instances for a specific workflow. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.SearchFind existing data in your app
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