Docusign + Ticket Tailor
Create DocuSign signature requests for new Ticket Tailor ticket orders
Effortlessly streamline your event management process with this Ticket Tailor and DocuSign automation. When a new ticket order is placed in Ticket Tailor, a signature request will be created in DocuSign. This workflow ensures a seamless and efficient way to handle ticket orders, saving you time and improving your customer experience.
Effortlessly streamline your event management process with this Ticket Tailor and DocuSign automation. When a new ticket order is placed in Ticket Tailor, a signature request will be created in DocuSign. This workflow ensures a seamless and efficient way to handle ticket orders, saving you time and improving your customer experience.
- When this happens...
Order CreatedTriggers when new order is created (currency values are always in cents, or equivalent, with no decimals).
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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Event Created
Triggers when a new event is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Event Updated
Triggers when an existing event is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Issued Ticket Updated
Triggers when an existing issued ticket is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Order Updated
Triggers when existing order is updated (currency values are always in cents, or equivalent, with no decimals).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Box Office Overview
Show box office statistics information.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event series idRequired
Bundle idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Issued ticket idRequired
QuantityRequired
Check in at
Local unique id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
CodeRequired
Booking fee
Booking fee percent
Expires
Max redemptions
Price
Price percent
Ticket types
Products
TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Discount idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Discount idRequired
Name
Booking fee
Booking fee percent
Code
Expires
Max redemptions
Price
Price percent
Ticket types
Products
Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Limit
Status
Start at
Start at (greater than)
Start at (greater than or equals)
Start at (less than)
Start at (less than or equals)
End at
End at (greater than)
End at (greater than or equals)
End at (less than)
End at (less than or equals)
Starting after
Ending before
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event series idRequired
Event occurrence idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Starting after
Ending before
Limit
Override id
Start at
Start at (greater than)
Start at (greater than or equal)
Start at (less than or equal)
End at
End at (greater than)
End at (greater than or equal)
End at (less than)
End at (less than or equal)
Event series idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event series idRequired
StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event series idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Starting after
Ending before
Limit
Status
Created at
Created at (greater than)
Created at (greater than or equal)
Created at (less than)
Created at (less than or equal)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event series idRequired
Access code
Call to action
Currency
Description
Max tickets sold per occurrence
Name
Postal code
Tickets available at
Tickets available at message
Tickets unavailable at
Tickets unavailable at message
Venue
Voucher ids
Waitlist active
Waitlist call to action
Waitlist event page text
Waitlist confirmation message
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Hold idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Starting after
Ending before
Limit
Event id
Created at
Created at (greater than)
Created at (greater than or equal)
Created at (less than)
Created at (less than or equal)
Updated at
Updated at (greater than)
Updated at (greater than or equal)
Updated at (less than)
Updated at (less than or equal)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Issued ticket idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Issued ticket idRequired
Void to hold
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Order idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Order idRequired
Address 1
Address 2
Address 3
Email
First name
Last name
Phone
Postal code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event series idRequired
Override idRequired
Max sellable tickets
Name
Overriding element id
Overriding element price
Overriding element quantity
Overriding element status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Starting after
Ending before
Limit
Event series id
Status
Created at
Created at (greater than)
Created at (greater than or equal)
Created at (less than)
Created at (less than or equal)
Updated at
Updated at (greater than)
Updated at (greater than or equal)
Updated at (less than)
Updated at (less than or equal)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Store IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Store IdRequired
Name
Currency
Product ids
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event Series IdRequired
Ticket Group IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event series idRequired
Access code
Booking fee
Description
Discounts
Hide after
Hide until
Hide when sold out
Max per order
Min per order
NameRequired
PriceRequired
QuantityRequired
Show quantity remaining
Show quantity remaining less than
Status
Group id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event series idRequired
Ticket type idRequired
Access code
Booking fee
Description
Discounts
Hide after
Hide until
Hide when sold out
Max per order
Min per order
Modify quantity
Name
Price
Show quantity remaining
Show quantity remaining less than
Status
Zero tickets
Group id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Voucher idRequired
Voucher code idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Voucher idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Starting after
Ending before
Limit
Expiry date
Expiry date (greater than)
Expiry date (greater than or equal)
Expiry date (less than)
Expiry date (less than or equal)
Created at
Created at (greater than)
Created at (greater than or equal)
Created at (less than)
Created at (less than or equal)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event series idRequired
Waitlist signup idRequired
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.Warning Text
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.Warning Text
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.Warning Text
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.Warning Text
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.Warning Text
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 planWarning Text
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.Warning Text
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.Warning Text
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.Warning Text
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.Warning Text
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.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
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.Envelope IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appEnvelope IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appEnvelope IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFind 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
Event Deleted
Triggers when an existing event is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Issued Ticket Created
Triggers when a new issued ticket is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Order Created
Triggers when new order is created (currency values are always in cents, or equivalent, with no decimals).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Event series id (prefixed with "es_")Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Event series idRequired
Access code
Booking fee
DescriptionRequired
NameRequired
PriceRequired
Product ids
Status
Ticket type idsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event series idRequired
Bundle idRequired
Access code
Booking fee
Description
Name
Price
Product ids
Status
Ticket type ids
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Limit
Starting after
Ending before
Event id
Event series id
Issued ticket id
Created at
Created at (greater than)
Created at (greater than or equal)
Created at (less than)
Created at (less than or equal)
Check in at
Check in at (greater than)
Check in at (greater than or equal)
Check in at (less than)
Check in at (less than or equal)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Discount idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Limit
Code
Starting after
Ending before
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event series idRequired
End dateRequired
End time
Hidden
Override id
Start dateRequired
Start time
Unavailable
Unavailable status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event series idRequired
Event occurrence idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event series idRequired
Event occurrence idRequired
End date
End time
Hidden
Override id
Start date
Start time
Unavailable
Unavailable status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Access code
Currency
Description
Max tickets sold per occurrence
Postal code
Tickets available at
Tickets available at message
Tickets unavailable at
Tickets unavailable at message
Venue
Voucher ids
Waitlist active
Waitlist call to action
Waitlist event page text
Waitlist confirmation message
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event series idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event series idRequired
Status
Reference type
Reference id
Starting after
Ending before
Limit
Created at
created at (greater than)
Created at (greater than or equal)
Created at (less than)
Created at (less than or equal)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event idRequired
NoteRequired
Ticket type idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Hold idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full nameRequired
Event id
Ticket type id
Hold id
Email
Send email
Barcode
Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Limit
Starting after
Ending before
Event id
Event series id
Order id
Barcode
Name
Email
Reference
Status
Created at
Created at (greater than)
Created at (greater than or equal)
Created at (less than)
Created at (less than or equal)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Order idRequired
Transaction id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Created at
Created at (greater than)
Created at (greather than or equal)
Created at (less than)
Created at (less than or equal)
Starting after
Ending before
Limit
Name
Email
Transaction id
Barcode
Event ids
Event series ids
Status
Referral tag
Store Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event series idRequired
Max sellable tickets
Name
Overriding element idRequired
Overriding element price
Overriding element quantity
Overriding element status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Booking fee
Currency
Description
Event series ids
Instructions
Issue ticket voucher
Linked to all event series
NameRequired
PriceRequired
Quantity
Quantity per event
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product idRequired
Booking fee
Currency
Description
Event series ids
Instructions
Issue ticket voucher
Linked to all event series
Modify quantity
Name
Price
Quantity
Quantity per event
Quantity unlimited
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Limit
Starting after
Ending before
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event Series IdRequired
Bundle Ids
NameRequired
Max Per Order
Max Quantity
Min Per Order
Ticket Type Ids
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event Series IdRequired
Ticket Group IdRequired
Bundle Ids
Name
Max Per Order
Max Quantity
Min Per Order
Ticket Type Ids
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event series idRequired
Ticket type idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Voucher idRequired
Starting after
Ending before
Limit
Expiry date
Expiry date (greater than)
Expiry date (greater than or equal)
Expiry date (less than)
Expiry date (less than or equal)
Created at
Created at (greater than)
Created at (greater than or equal)
Created at (less than)
Created at (less than or equal)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Codes
Event series ids
Expiry
Interval
NameRequired
Partial redemption
Voucher type
ValueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Voucher idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Voucher idRequired
Codes
Event series ids
Expiry
Interval
Name
Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event series idRequired
Event ids
Email
Is notified
Starting after
Ending before
Limit
Created at
Created at (greater than)
Created at (greater than or equal)
Created at (less than)
Created at (less than or equal)
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.Warning Text
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.Warning Text
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.Warning Text
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.Warning Text
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.Warning Text
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.Warning Text
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
Warning Text
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 planWarning Text
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.Warning Text
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.Warning Text
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.Warning Text
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.Warning Text
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.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.Envelope IDRequired
Include Certificate of Completion
ActionThis is an event a Zap performs.SearchFind existing data in your appEnvelope IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFind 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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