Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier makes it easy to integrate Docusign with Slack - no code necessary. See how you can get setup in minutes.
100%
Help
Docusign
Docusign
1. Choose trigger event
Slack
Slack
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 Reaction" in Slack.
You’re connected!
Zapier seamlessly connects Docusign and Slack, 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.
Create a new record or update an existing record in your app.
Conversation ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Channel
Required
Users
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Title
Content
Channel ID
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Send Multi Message
Message Text
Required
Send as a bot?
Include a link to this automation?
Attach Image by URL
Auto-Expand Links?
Link Usernames and Channel Names?
Schedule At
Zap_id
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Allowed_edit_copy
Conversation ID
Required
Message TS (ID)
Required
Posted By
Content Type
Reply Broadcast
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Channel
Required
Add Zapier app to channel automatically?
Message Text
Required
Send as a bot?
Bot Name
Bot Icon
Include a link to this automation?
Attach Image by URL
Auto-Expand Links?
Link Usernames and Channel Names?
Schedule At
Zap_id
File
Thread
Send Channel Message?
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Channel
Required
Topic
Required
Topic set by
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Status Text
Status Emoji
Expiration Time
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Remove User from Channel
This action removes a specified user from a specified channel in Slack.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Edit Message
This action updates a specific message sent by the same Authenticated user on Slack. You need to provide the Channel ID, the Timestamp of the message to be edited, and the new text for the message.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Find Public Channel
This action will find a public channel in Slack using either the channel's ID or name.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Delete Message
This action deletes an existing message in a specific channel on Slack. You need to provide the channel ID and the message timestamp as inputs.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Conversation ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Conversation ID
Required
Message ID (ts)
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search Query
Required
Sort By
Sort Direction
Include Bot Messages in Search Results?
Action
This is an event a Zap performs.
Search
Find existing data in your app
ID
Required
Return Raw Results?
Action
This is an event a Zap performs.
Search
Find existing data in your app
Username
Required
Return Raw Results?
Action
This is an event a Zap performs.
Search
Find existing data in your app
Click Declined
Triggers when a recipient declined a clickwrap agreement.
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.
Conversation ID
Required
Scheduled As
Required
Scheduled Message ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Channel
Required
Add Zapier app to channel automatically?
Message Text
Required
Send as a bot?
Bot Name
Bot Icon
Include a link to this automation?
Attach Image by URL
Auto-Expand Links?
Link Usernames and Channel Names?
Schedule At
File
Thread
Send Channel Message?
Zap_id
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Allowed_delete_copy
Conversation ID
Required
Message TS (ID)
Required
Posted By
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Canvas ID
Required
Operation
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Channel Name
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Status_copy
Approval request message
Required
Send message as
Required
Approval type
Required
Zap_id
Include a link to this automation?
Approve button URL
Approve button label
Add decline button
Add details button
Require confirmation
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
Title
Email
Display Name
User
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.
Get Message by Timestamp
This action retrieves a specific message from a conversation history in Slack using the message's timestamp.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Retrieve Thread Messages
This action retrieves all the messages sent to a specific thread in a selected channel.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Private Channel
This action creates a private channel in Slack.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Conversation ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Conversation ID
Required
Message ID (ts)
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Conversation ID
Required
Message TS (ID)
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Email
Required
Return Raw Results?
Action
This is an event a Zap performs.
Search
Find existing data in your app
Full Name
Required
Return Raw Results?
Action
This is an event a Zap performs.
Search
Find existing data in your app
For AI agents & developers
Use Docusign and Slack with AI agents and code
Beyond Zap workflows. Call Docusign and Slack 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 Slack 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 Reaction
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.
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Practical ways you can use Docusign and Slack
Notify your team in Slack about completed agreements.
When a recipient completes an envelope in DocuSign, Zapier automatically sends a notification message in Slack. This keeps your team informed on finalized agreements without needing to monitor DocuSign manually, saving time and improving collaboration.
When a signer fails an identity verification in DocuSign, Zapier sends a notification in Slack. Your marketing team can quickly follow up to resolve any issues that might impact campaign timelines or partnerships.
When a recipient declines to sign a document in DocuSign, Zapier can trigger an alert in Slack. This immediate notification helps your sales team address concerns promptly and maintain a smooth sales process.
Level up your Docusign to Slack integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Docusign + Slack integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Docusign and Slack
How can I set up a trigger in Slack for DocuSign notifications?
Integrating Slack with DocuSign allows us to set up triggers for specific events, such as a document being signed or completed. You can configure these triggers through our integration platform by selecting Slack as the action app and choosing the type of notification you want to receive. Once set, you'll get instant updates directly in your selected Slack channel.
What actions can I perform in DocuSign from Slack?
Through our integration, you can perform various actions in DocuSign directly from Slack, such as sending documents for signature or checking the status of a document. These actions help streamline your workflow by allowing you to manage and send critical documents without leaving your team's communication hub.
Can I customize the type of notifications I receive in Slack from DocuSign?
Yes, you can customize the notifications you receive in Slack for different DocuSign events. Our integration allows you to choose which events trigger alerts, such as document sent, viewed, or signed. This way, you're only notified about events that are relevant to you and your team.
Is it possible to use multiple triggers for different documents from DocuSign in Slack?
Absolutely! Our integration supports multiple triggers across various types of documents within DocuSign. You can set up distinct channels or threads within Slack where each document's status updates are posted separately, ensuring organized and clear communication for your team activities.
Do I need any special permissions to enable the DocuSign-Slack integration?
To set up this integration, ensure that you have admin access or the required permissions within both DocuSign and Slack. This will allow the necessary configurations and authorize data sharing between the two platforms seamlessly.
How do we manage errors during integration between Docusign and Slack?
When integrating DocuSign with Slack through our platform, we handle errors using detailed logs and notifications right within your dashboard. This provides real-time insights into failures or misconfigurations so that we can take prompt action to resolve them.
Can I pause or modify an active trigger between Docusign and Slack without removing it?
Yes, our integration allows you to pause triggers temporarily if needed. You can also modify existing setups without having to delete them completely; simply update the configurations through our user-friendly interface at any time.
About Docusign
Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.
