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Docusign
Docusign
1. Choose trigger event
WooCommerce
WooCommerce
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 Coupon" in WooCommerce.
You’re connected!
Zapier seamlessly connects Docusign and WooCommerce, 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.
Update Customer
Updates an existing Customer.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Order Note
Creates a new Order Note.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Product
Creates a new Product or Variation.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update Product Stock Quantity
Manage the stock quantity and stock status of an existing Product or Variation by SKU or ID.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Subscription
Creates a new Subscription.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update Subscription
Updates an existing Subscription.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update User Membership
Updates an existing User Membership.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Find Coupon
Finds a Coupon by searching.
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Membership Plan
Finds a Membership Plan by searching.
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Order
Finds an Order by searching.
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Subscription Note
Finds a Subscription Note by searching.
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find User Membership
Finds a User Membership by searching.
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find or Create Customer
Finds a Customer by searching.
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Find or Create Order
Finds an Order by searching.
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Find or Create Subscription Note
Finds a Subscription Note by searching.
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Find or Create User Membership
Finds a User Membership by searching.
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Docusign and WooCommerce with AI agents and code
Beyond Zap workflows. Call Docusign and WooCommerce 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 WooCommerce 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 Coupon
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 WooCommerce
Send contract updates to the eCommerce system
When a DocuSign envelope is completed, Zapier will automatically update your WooCommerce store by creating a corresponding order or subscription. This ensures all necessary eCommerce transactions are recorded when contracts or agreements are finalized.
When a new template is created in DocuSign, Zapier can automatically create or update products in WooCommerce. This keeps product listings or service options in alignment with newly approved templates.
Once a recipient has signed and completed an agreement in DocuSign, Zapier will automatically log it as a new relevant customer order in WooCommerce. This provides better visibility into project progress tied to deliverables and orders.
Learn how to automate WooCommerce on the Zapier blog
Make work flow with AI
Level up your Docusign to WooCommerce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Docusign + WooCommerce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Docusign and WooCommerce
How can I integrate DocuSign with WooCommerce?
To integrate DocuSign with WooCommerce, you can use a connector like Zapier that provides triggers and actions. Start by selecting WooCommerce as the trigger app and choose a trigger event like 'New Order.' Next, select DocuSign as the action app and choose an event such as 'Create Signature Request.' This integration allows automated workflows between the two platforms.
What is required to start integrating DocuSign with WooCommerce using Zapier?
To begin integrating, you'll need active accounts on both WooCommerce and DocuSign. Additionally, you must create a Zapier account if you don't have one already. Once set up, connect your WooCommerce store and your DocuSign account to Zapier to configure your desired triggers and actions.
Can I trigger a document signing request in DocuSign automatically when an order is placed in my WooCommerce store?
Yes, our integration setup allows for automatic triggering of document signing requests in DocuSign whenever a new order is placed in your WooCommerce store. By selecting the appropriate trigger ('New Order' in WooCommerce), you can link it to an action ('Create Signature Request' in DocuSign) for seamless automation.
Are there customization options available when sending documents via DocuSign through this integration?
Absolutely. You can customize the documents being sent via DocuSign by specifying templates or modifying field values at the time of setting up the action event ('Create Signature Request') within our integration tool. This ensures that each signed document meets specific requirements or branding standards.
How do I test if my trigger between WooCommerce and DocuSign is working correctly?
We recommend conducting several trial runs by placing test orders in your WooCommerce store after setting up a workflow. Ensure that each test triggers the desired action in DocuSign such as creating or sending a signature request. Monitoring these tests helps confirm successful connectivity and functionality between both applications.
What should I do if my integration between WooCommerce and Docusign fails?
If there's a failure in the integration workflow, first check each app’s connection status within your Zapier account. Ensure both apps are correctly linked through valid API credentials. Review any error messages provided by Zapier which often indicate what might be wrong (e.g., incorrect field mapping) so you can make necessary adjustments.
Is it possible to send different types of documents using this integration depending on specific criteria?
Yes, it is possible to send various types of documents from DocuSign depending on certain conditions met within your WooCommerce store orders. By using filters or paths on Zapier before reaching the final action step, different templates or document content may be dispatched based on order details like product type or customer category.
About Docusign
Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
