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Docusign
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Docusign
1. Choose trigger event
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Webflow
2. Choose action
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1. Select the event
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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 "Create Item" in Webflow.

You’re connected!

Zapier seamlessly connects Docusign and Webflow, 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.

  • Docusign triggers, actions, and search
    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
  • Docusign triggers, actions, and search
    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

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Practical ways you can use Docusign and Webflow

Add completed envelopes to a website collection.

When an envelope is completed in DocuSign, Zapier can add the document details to a Webflow collection. This helps business owners showcase signed agreements or approvals on their website, making it easier to keep web content up-to-date.

Business Owner
Try it
Create Webflow items for envelope declines.

When a recipient declines an envelope in DocuSign, Zapier can create a Webflow item to track it on an internal portal. This ensures the support team has visibility into document issues, enabling quicker resolution and an improved customer experience.

Customer Support Ops
Track declined agreements on Webflow

When a DocuSign envelope is declined, Zapier can automatically log this as a Webflow live item, creating a transparent record of rejections. This makes it easier for engineering teams to diagnose potential technical issues in the signing workflow.

Engineering

Learn how to automate Docusign on the Zapier blog

Learn how to automate Webflow on the Zapier blog

Make work flow with AI

Level up your Docusign to Webflow integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about Docusign + Webflow integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Docusign and Webflow

How can I integrate Docusign with Webflow using Zapier?

Integrating Docusign with Webflow through Zapier allows you to automate the process of managing signed documents. You can set up triggers such as 'Envelope Sent or Completed' in Docusign and actions like 'Create CMS Item' in Webflow. This means every time a document is signed in Docusign, a new item can be automatically created in your Webflow CMS.

What triggers are available for Docusign in Zapier?

For Docusign within Zapier, you can use triggers like 'Envelope Sent or Completed', 'Envelope Declined', and 'New Document'. These triggers allow you to initiate workflows whenever these specific events occur in your Docusign account.

What actions can I perform on Webflow through Zapier integration?

With Webflow, our integration via Zapier supports actions like 'Create Item', 'Update Live Item', and 'Delete Item'. This allows seamless updates to your web project when linked with triggers from applications like Docusign.

Is it possible to automatically update my Webflow site when a document is signed on Docusign?

Yes, by setting up a Zap with the trigger as 'Envelope Completed' from Docusign and the action as 'Update Live Item' on Webflow, your website can be updated instantly each time a document is signed.

Can I send custom notifications on Webflow when an envelope is declined in Docusign?

Definitely. By using the trigger 'Envelope Declined' from Docusign and combining it with an action such as sending custom notifications in other integrated apps, you can alert relevant team members about the decline directly through your workflow setup using our platform.

Are there specific fields that need to match between Docusign documents and my Webflow forms for integration?

When integrating through Zapier, it's important that key fields align for smooth data transfer. For instance, ensure that the recipient email address or document ID fields are consistent between your Docusign templates and corresponding CMS items or forms on Webflow.

How do I troubleshoot if my integration between Webflow and Docusign isn't working?

First, check the connection status of your apps within Zapier. Ensure that both accounts are properly linked. Review the specific triggers (like 'Envelope Sent or Completed') and actions ('Create CMS Item') for any mismatch or errors. Also verify field mapping consistency between platforms.

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About Docusign
Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
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About Webflow
Design and build professional websites with a CMS from scratch online with Webflow.
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