Integrate Docusign with WordPress to automate your work
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Frequently Asked Questions about Docusign + WordPress integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Docusign and WordPress
What is required to integrate DocuSign with WordPress?
To integrate DocuSign with WordPress, you will need a DocuSign account, a WordPress site, and an API key from DocuSign. You can also leverage plugins that facilitate the integration process.
How do I trigger an action in DocuSign from WordPress?
Using a plugin like Zapier, you can set triggers in your WordPress site that automatically initiate actions in DocuSign. For example, once a user submits a form on your WordPress site, Zapier can trigger the creation of an envelope in DocuSign for signature.
Can I use custom fields from my WordPress forms in DocuSign documents?
Yes, custom fields from your WordPress forms can be mapped to fields in your DocuSign documents. This ensures that information collected on your website is accurately transferred to your legal documents.
Is it possible to automate sending contracts for e-signature upon form submission on my website?
Absolutely, you can automate this process using triggers in Zapier. When users submit a form on your website, Zapier can automatically send out contracts through DocuSign without any manual intervention.
Can signed documents be stored back into my WordPress site?
Yes, completed and signed documents can be uploaded back into your WordPress site. We support various actions that ensure signed contracts are stored for easy access and record-keeping.
Are there templates available for documents that need to be signed via DocuSign through my WordPress site?
We support the use of templates within DocuSign which makes it easier to generate standardized documents for signature directly from submissions on your WordPress site.
Can I track the status of sent documents through my WordPress dashboard?
Yes, by leveraging our integrations you can monitor the status of sent documents directly within your WordPress dashboard. This provides real-time updates regarding whether a document has been viewed or signed.
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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.