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Docusign
Docusign
1. Choose trigger event
Webflow
Webflow
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 "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.
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.
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.
Site
Required
Collection
Required
Is Draft
Item
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Site
Required
Order
Required
Comment
Shipping Provider
Shipping Tracking
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Site
Required
Collection
Required
Help Text
Name
Slug
Action
This is an event a Zap performs.
Search
Find existing data in your app
For AI agents & developers
Use Docusign and Webflow with AI agents and code
Beyond Zap workflows. Call Docusign and Webflow 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 Webflow 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)
Create Item
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.
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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.
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.
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.
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.
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.
About Docusign
Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
