How to connect DocuSign + WaiverFile
Zapier lets you send info between DocuSign and WaiverFile automatically—no code required.
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- Envelope Sent or CompletedTriggers when an envelope is sent or completed. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Zapier will only fetch data and documents for envelope types that have been selected.Trigger
- New FolderTriggers when a new folder is created.Trigger
- Create Signature RequestCreates a signature request.Action
- Edit EventTriggers when an event is edited.Trigger
- Edit WaiverTriggers when changes are made to an existing waiver. Original waivers are always retained within WaiverFile.Trigger
- New EventTriggers when a new event is created.Trigger
- New WaiverTriggers when a new waiver is collected.Trigger
- Create EventCreates a new event in WaiverFile.Action
- Step 1: Authenticate DocuSign and WaiverFile.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.