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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

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 "Clone Opportunity" in Spiro.

You’re connected!

Zapier seamlessly connects Docusign and Spiro, 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.
Trigger
Instant
Try It
- Events to Monitor
  Required
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It

- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It

New Navigator Agreement (For IAM Plans)
Triggers when a new Navigator agreement is created. Only available for Docusign IAM Plans.
Trigger
Polling
Try It
Maestro Workflow Completed (For IAM Plans)
Triggers when a Maestro workflow completes. Only available for Docusign IAM Plans.
Trigger
Instant
Try It
Maestro Workflow Started (For IAM Plans)
Triggers when a Maestro workflow starts. Only available for Docusign IAM Plans.
Trigger
Instant
Try It
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.
Trigger
Instant
Try It
New Folder
Triggers when a new folder is created.
Trigger
Polling
Try It
New User Added to Workspace (For IAM Plans)
Triggers when a new user is added to a workspace. Only available for Docusign IAM Plans.
Trigger
Polling
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
SMS Opt-Out
Triggers when a recipient opted out of receiving SMS notifications for an envelope.
Trigger
Instant
Try It
Template Deleted
Triggers when a template is deleted.
Trigger
Instant
Try It
Workspace Documents (For IAM Plans)
Fetches documents from a workspace for selection. Only available for Docusign IAM Plans.
Trigger
Polling
Try It
- Bulk List ID
  Required
- Role Name
  Required
- Name
  Required
- Email
  Required
Action
Write
- Bulk List ID
  Required
- Template
  Required
Action
Write
- Template
  Required
- Email Subject
- Email Blurb
- Recipient Email
- Recipient Name
- Recipient Role
Action
Write
- Template Name
  Required
- Description
- Email Subject
- Email Message
- Document
- Document Name
- Recipient Type
- Delivery Method
- Email
- Phone Number
- Name
- Role Name
Action
Write
Delete Document From Workspace (For IAM Plans)
Removes a document from a workspace permanently. Only available for Docusign IAM Plans.
Action
Write
- Brand ID
- Email Subject
- Email Body
Action
Write
- Envelope ID
  Required
Action
Write
- Template ID
  Required
Action
Write
Find Documents in Workspace (For IAM Plans)
Lists and searches documents within a specific workspace. Only available for Docusign IAM Plans.
Action
Write
Pause Maestro Workflow Instance (For IAM Plans)
Pauses a running workflow instance. Only available for Docusign IAM Plans.
Action
Write
Trigger Maestro Workflow (For IAM Plans)
Triggers a Maestro workflow. Only available for Docusign IAM Plans.
Action
Write
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
Write
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
Write
- Template
  Required
- Render Template Tabs
  Required
- Email Subject
- Email Blurb
- Recipient Email
- Recipient Name
- Recipient Role
Action
Write
- 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
Write
- Envelope ID
  Required
- Void Reason
  Required
Action
Write
Find Maestro Workflow (For IAM Plans)
Finds Maestro workflows that match the search criteria. Only available for Docusign IAM Plans.
Action
Search
Find Maestro Workflow Instance (For IAM Plans)
Finds Maestro workflow instances for a specific workflow. Only available for Docusign IAM Plans.
Action
Search
- Contact Attributes
Trigger
Instant
Try It
New Company
Triggers when new company created.
Trigger
Instant
Try It
New Contact
Triggers when new contact is created.
Trigger
Instant
Try It
- Spiro Users
Trigger
Instant
Try It
New Ticket
Triggers when new ticket created.
Trigger
Instant
Try It
- Spiro Users
- Opportunity Attributes
Trigger
Instant
Try It
- Custom Entity Type
  Required
- Trigger Attribute
  Required
- Trigger Value
  Required
- Spiro Users
Trigger
Instant
Try It
- Custom Entity Type
  Required
- Trigger Attribute
  Required
- Trigger Value
  Required
- Spiro Users
Trigger
Instant
Try It
- Field Name
- Field Value
Trigger
Instant
Try It
- Entity Name
  Required
- Field Name
- Field Value
- Spiro Users
Trigger
Instant
Try It
- Opportunity ID
  Required
- Relations to Clone
- Name
- Sales Stage
- Amount
- Close Date
- Company ID
Action
Write
- Company Name
  Required
- Address
- City
- Zipcode
- Region
- Country
- Phone
- Description
- Website
- State
- External Id
- Timezone
- Customer Status
- Tier
- Owner
Action
Write
- Full Name
  Required
- Email
- Phone
- Mobile Phone
- Description
- Spiro Company ID
- Company Name
- Title
- Opportunity ID
- Campaigns
- External Id
- Timezone
- Spiro User
Action
Write
- Spiro User
- Subject
  Required
- Contact ID
- Ticket ID
- Email
  Required
- Type
  Required
- Custom Activity Type
- Disposition
- Interaction Date
- Description
- Users to Mention
- Full Name
- Company Name
- Phone
- Mobile Phone
Action
Write
- Full Name
  Required
- Email
- Company Name
- Company Address
- Company City
- Company State
- Company Country
- Company Zipcode
- Company Region
- Website
- Description
- Opportunity Name
- Amount
- Phone
- Mobile Phone
- Title
- Sales Stage Name
- Close Date
- Pipeline Name
- Sales Stage
- Priority
- Opportunity Owner Full Name
- External Id
- Forecast Value
Action
Write
- Reminder Date
  Required
- Reminder
  Required
- Email
  Required
- Contact Id
- Spiro User
- Remind Me
- Description
- Full Name
- Company Name
- Phone
- Mobile Phone
Action
Write
- Reminder Date
  Required
- Reminder
  Required
- Opportunity Id
  Required
- Spiro User
- Remind Me
- Description
Action
Write
- Ticket ID
  Required
- Custom Entity
  Required
Action
Write
- Resource Type
  Required
- Resource Id
  Required
- Fields
  Required
Action
Write
- Id
  Required
- Full Name
- Email
- Phone
- Mobile Phone
- Title
- Description
- Owner
- Campaigns
- External Id
- Company Id
- Timezone
Action
Write
- Id
  Required
- Opportunity Name
- Sales Stage
- Amount
- Close Date
- Description
- Priority
- Spiro User
- External Id
- Company ID
- Forecast Value
Action
Write
- Id
  Required
- Reminder
- Reminder Date
- Description
Action
Write
- Custom Entity (Section)
  Required
- Record ID
  Required
Action
Write
- User ID
  Required
- First Name
- Last Name
- Title
- Phone
- Country
- Currency
- Email Client
- Role
- Manager
- Group
- Is Admin?
Action
Write
- Company ID
  Required
Action
Search
- Field to Search By
  Required
- Search Value
  Required
Action
Search
- Contact ID
  Required
Action
Search
- Custom List
  Required
- Lookup Column
  Required
- Lookup Value
  Required
- Supporting Lookup Column
- Supporting Lookup Value
- Search Latest First?
Action
Search
- Opportunity ID
  Required
Action
Search
- Field to Search By
  Required
- Search Value
  Required
Action
Search
- Field to Search By
  Required
- Search Value
  Required
- Company Name
  Required
- Address
- City
- Zipcode
- Region
- Country
- Phone
- Description
- Website
- State
- External Id
- Timezone
- Customer Status
- Tier
- Owner
Action
Search or write
- Field to Search By
  Required
- Search Value
  Required
- Company Name
  Required
- Company ID
- Description
- Website
- Opportunity Name
- Amount
- Close Date
- Sales Stage Name
- Pipeline Name
- Sales Stage
- Priority
- Opportunity Owner Full Name
- External Id
- Forecast Value
Action
Search or write

Click Declined
Triggers when a recipient declined a clickwrap agreement.
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
Updated Navigator Agreement (For IAM Plans)
Triggers when an existing Navigator agreement is updated. Only available for Docusign IAM Plans.
Trigger
Polling
Try It
Maestro Workflow Failed (For IAM Plans)
Triggers when a Maestro workflow fails. Only available for Docusign IAM Plans.
Trigger
Instant
Try It
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.
Trigger
Instant
Try It
- Polling Interval
- Warning_text
- Status
- Return only envelopes I created?
- Add certificate of completion?
- Include documents?
- Include recipients?
- Include custom fields?
- Download form data?
Trigger
Polling
Try It
New Workspace (For IAM Plans)
Triggers when a new workspace is created. Only available for Docusign IAM Plans.
Trigger
Polling
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
SMS Opt-In
Triggers when a recipient opted in to receiving SMS notifications for an envelope.
Trigger
Instant
Try It
Template Created
Triggers when a template is created.
Trigger
Instant
Try It
Template Modified
Triggers when a template is modified.
Trigger
Instant
Try It
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.
Action
Write
Add User to Workspace (For IAM Plans)
Adds a user to a workspace with specified permissions. Only available for Docusign IAM Plans.
Action
Write
- List Name
  Required
- Role Name
  Required
- Name
  Required
- Email
  Required
Action
Write
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
Write
Create Workspace (For IAM Plans)
Creates a new workspace for organizing documents, participants, and agreement workflows. Only available for Docusign IAM Plans.
Action
Write
- Envelope ID
  Required
- Document ID
  Required
Action
Write
- Template ID
- Brand ID
- Email Subject
- Email Body
Action
Write
- Template Name
  Required
Action
Write
Find Workspaces (For IAM Plans)
Searches for workspaces by name. Only available for Docusign IAM Plans.
Action
Write
Cancel Maestro Workflow Instance (For IAM Plans)
Cancels a running workflow instance. Only available for Docusign IAM Plans.
Action
Write
Resume Maestro Workflow Instance (For IAM Plans)
Resumes a paused workflow instance. Only available for Docusign IAM Plans.
Action
Write
List Envelopes in Workspace (For IAM Plans)
Lists all envelopes created from a workspace. Only available for Docusign IAM Plans.
Action
Write
- Webform
  Required
- Link Type
  Required
Action
Write
Revoke Workspace User Access (For IAM Plans)
Removes a user's access to a workspace. Only available for Docusign IAM Plans.
Action
Write
- Bulk List ID
  Required
- Template
  Required
Action
Write
Update Workspace User (For IAM Plans)
Updates a user's role or status in a workspace. Only available for Docusign IAM Plans.
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Find Navigator Agreement (For IAM Plans)
Finds Navigator agreements that match the search criteria. Only available for Docusign IAM Plans.
Action
Search
- Company Attributes
Trigger
Instant
Try It
- Spiro Users
- Sales Stage
Trigger
Instant
Try It
- Spiro Users
Trigger
Instant
Try It
- Custom Entity Type
  Required
- Field Name
- Field Value
- Spiro Users
Trigger
Instant
Try It
- Spiro Users
Trigger
Instant
Try It
New User
Triggers when new user created.
Trigger
Instant
Try It
- Spiro Users
Trigger
Instant
Try It
- Custom Entity Type
  Required
- Trigger Attribute
  Required
- Trigger Value
  Required
- Spiro Users
Trigger
Instant
Try It
- Field Name
- Field Value
Trigger
Instant
Try It
- Ticket Attributes
Trigger
Instant
Try It
- User Attributes
Trigger
Instant
Try It
- Company ID
  Required
- Custom Entity
  Required
Action
Write
- Contact ID
  Required
- Custom Entity
  Required
Action
Write
- Custom Entity
  Required
Action
Write
- Company Name
  Required
- Company ID
- Description
- Website
- Opportunity Name
- Amount
- Close Date
- Sales Stage Name
- Pipeline Name
- Sales Stage
- Priority
- Opportunity Owner Full Name
- External Id
- Forecast Value
Action
Write
- Opportunity ID
  Required
- Custom Entity
  Required
Action
Write
- Reminder Date
  Required
- Reminder
  Required
- Company Id
  Required
- Spiro User
- Remind Me
- Description
Action
Write
- Support Desk
  Required
- Spiro User
- Subject
  Required
- Email
  Required
- Contact ID
- Company ID
- Priority
- Status
- Description
- Full Name
- Company Name
- Phone
- Mobile Phone
Action
Write
- Subject
  Required
- Message
- Link
- Spiro User. Leave it blank to send the message to your account.
Action
Write
- Id
  Required
- Company Name
- Website
- Address
- City
- State
- Zipcode
- Region
- Country
- Phone
- Description
- Owner
- External Id
- Timezone
- Customer Status
- Tier
Action
Write
- Custom Entity
  Required
- Record ID
  Required
Action
Write
- Id
  Required
- Name
- Header Notes
- Footer Notes
- Expiration Date
- Quote Status
- Link To Document
- Most Recent Quote Date
- Spiro User
- Company ID
- Primary Contact ID
- Opportunity ID
Action
Write
- Company ID
  Required
- Order Budget
Action
Write
- Id
  Required
- Subject
- Description
- Priority
- Status
- Spiro User
- Contact ID
- Company ID
Action
Write
- Field to Search By
  Required
- Search Value
  Required
Action
Search
- Company ID
  Required
- Sales Stage
Action
Search
- Contact ID
- Contact Email
- Interaction type
- Number of interactions
Action
Search
- Custom List
  Required
- Lookup Column
  Required
- Lookup Value
  Required
- Supporting Lookup Column
- Supporting Lookup Value
- Search Latest First?
Action
Search
- Field to Search By
  Required
- Search Value
  Required
Action
Search
- Field to Search By
  Required
- Search Value
  Required
Action
Search
- Field to Search By
  Required
- Search Value
  Required
Action
Search
- Field to Search By
  Required
- Search Value
  Required
- Full Name
  Required
- Email
- Phone
- Mobile Phone
- Description
- Spiro Company ID
- Company Name
- Title
- Opportunity ID
- Campaigns
- External Id
- Timezone
- Spiro User
Action
Search or write
- Field to Search By
  Required
- Search Value
  Required
- Support Desk
  Required
- Spiro User
- Subject
  Required
- Email
  Required
- Contact ID
- Company ID
- Priority
- Status
- Description
- Full Name
- Company Name
- Phone
- Mobile Phone
Action
Search or write

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Connect Docusign and Spiro 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.

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.

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.

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.

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.

Learn how to automate Docusign on the Zapier blog

Make work flow with AI

Level up your Docusign to Spiro integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Docusign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.

Learn moreLearn moreHelpHelp

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About Spiro

Spiro is an AI-Powered CRM that learns your sales process to increase effectiveness and deliver more accurate business insights.

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Connect Docusign and Spiro to unlock the power of automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Docusign and Spiro to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Docusign on the Zapier blog

5 ways to automate DocuSign with Zapier

Make work flow with AI

Connect Docusign to Spiro on the world's largest no-code automation platform