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Docusign + Zapier Manager

Docusign + Zapier Manager

Docusign + Zapier Manager integrations

Create team invitations in Zapier Manager for new or completed envelopes in DocuSign

Efficiently manage your team invitations with this seamless workflow between DocuSign and Zapier Manager. When an envelope is sent or completed in DocuSign, this automation will create a team invitation in Zapier Manager, streamlining your onboarding process and ensuring new members receive access to necessary tools quickly. Save time and keep your team organized with this intuitive integration.

  1. When this happens...
    Envelope Status Updated
    Envelope Status Updated
    Envelope Status UpdatedTriggers when an envelope is sent, completed, signed, voided, or declined. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Some data may be unavailable if you do not have full access to the envelope.
  2. automatically do this!
    Create Team Invitation
    Create Team Invitation
    Create Team InvitationInvite a member to your Zapier team. This action is only available to Zapier for Teams users
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More things you can do with Docusign and Zapier Manager

Discover other triggers and actions you can use with Docusign and Zapier Manager

  • Docusign triggers, actions, and search
    Click Agreed

    Triggers when a recipient accepted a clickwrap agreement.

    Trigger
    Instant
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    • Events to Monitor
      Required
    Trigger
    Instant
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    • 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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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 Zapier Manager
Bolster your Zap housekeeping with Zapier Manager. Track Zap errors, invite members to your Team, and more!
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