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Docusign + WPForms

Send new WPForms entries as envelopes using templates in DocuSign

Automate your workflow from form submissions to document signing with this seamless integration. When a new entry is submitted through WPForms, this workflow will promptly send an envelope using a template in your DocuSign account. This setup not only expedites the document signing process, but also enhances your response time, eliminating manual work so you can focus on what truly matters in your business.

Automate your workflow from form submissions to document signing with this seamless integration. When a new entry is submitted through WPForms, this workflow will promptly send an envelope using a template in your DocuSign account. This setup not only expedites the document signing process, but also enhances your response time, eliminating manual work so you can focus on what truly matters in your business.

  1. When this happens...
    WPFormsWPForms
    New Form Entry

    Triggers when a form entry is submitted.

    TriggerInstant
  2. automatically do this!
    DocusignDocusign
    Send Envelope Using Template

    Sends a envelope signature request using a template.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Instant
    Try It
    • Status

    • Add certificate of completion?

    • Download form data?

    Trigger
    Scheduled
    Try It
    • DocumentRequired

    • Apply template ID?

    • Email Subject

    • Email Body

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
  • Docusign triggers, actions, and search

    New Folder

    Triggers when a new folder is created.

    Trigger
    Scheduled
    Try It
    • Template ID

    • Email Subject

    • Email Body

    Action
    Write
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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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