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Docusign + Zapier Manager

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.

When this happens...
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.
TriggerPolling
automatically do this!
Create Team InvitationInvite a member to your Zapier team. This action is only available on Zapier for Teams or Enterprise plans.
ActionWrite

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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

Click Agreed
Triggers when a recipient accepted a clickwrap agreement.
Trigger
Instant
Try It
- Events to Monitor
  Required
Trigger
Instant
Try It
- Warning_text
- Return only envelopes I created?
- Filter by Envelope Name
- Filter by Envelope Name Match Type
- Filter by Document Name
- Filter by Document Name Match Type
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Return only envelopes I created?
- Filter by Envelope Name
- Filter by Envelope Name Match Type
- Filter by Document Name
- Filter by Document Name Match Type
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Return only envelopes I created?
- Filter by Envelope Name
- Filter by Envelope Name Match Type
- Filter by Document Name
- Filter by Document Name Match Type
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It

- Warning_text
- Return only envelopes I created?
- Filter by Envelope Name
- Filter by Envelope Name Match Type
- Filter by Document Name
- Filter by Document Name Match Type
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Return only envelopes I created?
- Filter by Envelope Name
- Filter by Envelope Name Match Type
- Filter by Document Name
- Filter by Document Name Match Type
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It

New Agreement (For IAM Plans)
Triggers when a new Agreement Manager agreement is created. Only available for Docusign IAM Plans.
Trigger
Polling
Try It
Workflow Completed (For IAM Plans)
Triggers when a Workflow Builder workflow completes. Only available for Docusign IAM Plans.
Trigger
Instant
Try It
Workflow Started (For IAM Plans)
Triggers when a Workflow Builder workflow starts. Only available for Docusign IAM Plans.
Trigger
Instant
Try It
Identity Verification Pending
Triggers when a signer completed the identity verification process for an eIDAS-compliant Qualified Electronic Signature (QES), but the result is still pending.
Trigger
Instant
Try It
New Folder
Triggers when a new folder is created.
Trigger
Polling
Try It
New User Added to Workspace (For IAM Plans)
Triggers when a new user is added to a workspace. Only available for Docusign IAM Plans.
Trigger
Polling
Try It
- Warning_text
- Return only envelopes I created?
- Filter by Envelope Name
- Filter by Envelope Name Match Type
- Filter by Document Name
- Filter by Document Name Match Type
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Return only envelopes I created?
- Filter by Envelope Name
- Filter by Envelope Name Match Type
- Filter by Document Name
- Filter by Document Name Match Type
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Return only envelopes I created?
- Filter by Envelope Name
- Filter by Envelope Name Match Type
- Filter by Document Name
- Filter by Document Name Match Type
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Return only envelopes I created?
- Filter by Envelope Name
- Filter by Envelope Name Match Type
- Filter by Document Name
- Filter by Document Name Match Type
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Return only envelopes I created?
- Filter by Envelope Name
- Filter by Envelope Name Match Type
- Filter by Document Name
- Filter by Document Name Match Type
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
SMS Opt-Out
Triggers when a recipient opted out of receiving SMS notifications for an envelope.
Trigger
Instant
Try It
Template Deleted
Triggers when a template is deleted.
Trigger
Instant
Try It
Workspace Documents (For IAM Plans)
Fetches documents from a workspace for selection. Only available for Docusign IAM Plans.
Trigger
Polling
Try It
- Bulk List ID
  Required
- Role Name
  Required
- Name
  Required
- Email
  Required
Action
Write
- Bulk List ID
  Required
- Template
  Required
Action
Write
- Template
  Required
- Email Subject
- Email Blurb
- Enable Reminders?
- Enable Expiration?
- Recipient Email
- Recipient Name
- Recipient Role
Action
Write
- Template Name
  Required
- Description
- Email Subject
- Email Message
- Document
- Document Name
- Recipient Type
- Delivery Method
- Email
- Phone Number
- Name
- Role Name
Action
Write
Delete Document From Workspace (For IAM Plans)
Removes a document from a workspace permanently. Only available for Docusign IAM Plans.
Action
Write
- Brand ID
- Email Subject
- Email Body
Action
Write
- Envelope ID
  Required
Action
Write
- Template ID
  Required
Action
Write
Find Documents in Workspace (For IAM Plans)
Lists and searches documents within a specific workspace. Only available for Docusign IAM Plans.
Action
Write
Pause Workflow Instance (For IAM Plans)
Pauses a running workflow instance. Only available for Docusign IAM Plans.
Action
Write
Trigger Workflow (For IAM Plans)
Triggers a Workflow Builder workflow. Only available for Docusign IAM Plans.
Action
Write
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
Write
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
Write
- Template
  Required
- Render Template Tabs
  Required
- Email Subject
- Email Blurb
Action
Write
- 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
Write
- Envelope ID
  Required
- Void Reason
  Required
Action
Write
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
Write
- Envelope ID
  Required
- Include Certificate of Completion
Action
Search
- Envelope ID
  Required
Action
Search
Find Workflow (For IAM Plans)
Finds Workflow Builder workflows that match the search criteria. Only available for Docusign IAM Plans.
Action
Search
Find Workflow Instance (For IAM Plans)
Finds Workflow Builder instances for a specific workflow. Only available for Docusign IAM Plans.
Action
Search
- Category
Trigger
Polling
Try It
- Account
Trigger
Polling
Try It
- Account
Trigger
Polling
Try It
- Account
- Folder
- Zap
Trigger
Instant
Try It
- Account
Trigger
Polling
Try It
- Account
- Folder
- Zap
- Task Threshold
  Required
Trigger
Polling
Try It
- Invitee Email
  Required
- Team
Action
Write
- Name
  Required
Action
Search

Click Declined
Triggers when a recipient declined a clickwrap agreement.
Trigger
Instant
Try It
- Warning_text
- Return only envelopes I created?
- Filter by Envelope Name
- Filter by Envelope Name Match Type
- Filter by Document Name
- Filter by Document Name Match Type
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Return only envelopes I created?
- Filter by Envelope Name
- Filter by Envelope Name Match Type
- Filter by Document Name
- Filter by Document Name Match Type
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Return only envelopes I created?
- Filter by Envelope Name
- Filter by Envelope Name Match Type
- Filter by Document Name
- Filter by Document Name Match Type
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Return only envelopes I created?
- Filter by Envelope Name
- Filter by Envelope Name Match Type
- Filter by Document Name
- Filter by Document Name Match Type
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Return only envelopes I created?
- Filter by Envelope Name
- Filter by Envelope Name Match Type
- Filter by Document Name
- Filter by Document Name Match Type
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Return only envelopes I created?
- Filter by Envelope Name
- Filter by Envelope Name Match Type
- Filter by Document Name
- Filter by Document Name Match Type
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
Updated Agreement (For IAM Plans)
Triggers when an existing Agreement Manager agreement is updated. Only available for Docusign IAM Plans.
Trigger
Polling
Try It
Workflow Failed (For IAM Plans)
Triggers when a Workflow Builder workflow fails. Only available for Docusign IAM Plans.
Trigger
Instant
Try It
Identity Verification Completed
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.
Trigger
Instant
Try It
- Polling Interval
- Warning_text
- Status
- Return only envelopes I created?
- Add certificate of completion?
- Include documents?
- Include recipients?
- Include custom fields?
- Download form data?
Trigger
Polling
Try It
New Workspace (For IAM Plans)
Triggers when a new workspace is created. Only available for Docusign IAM Plans.
Trigger
Polling
Try It
- Warning_text
- Return only envelopes I created?
- Filter by Envelope Name
- Filter by Envelope Name Match Type
- Filter by Document Name
- Filter by Document Name Match Type
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Return only envelopes I created?
- Filter by Envelope Name
- Filter by Envelope Name Match Type
- Filter by Document Name
- Filter by Document Name Match Type
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Return only envelopes I created?
- Filter by Envelope Name
- Filter by Envelope Name Match Type
- Filter by Document Name
- Filter by Document Name Match Type
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Return only envelopes I created?
- Filter by Envelope Name
- Filter by Envelope Name Match Type
- Filter by Document Name
- Filter by Document Name Match Type
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Return only envelopes I created?
- Filter by Envelope Name
- Filter by Envelope Name Match Type
- Filter by Document Name
- Filter by Document Name Match Type
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
SMS Opt-In
Triggers when a recipient opted in to receiving SMS notifications for an envelope.
Trigger
Instant
Try It
Template Created
Triggers when a template is created.
Trigger
Instant
Try It
Template Modified
Triggers when a template is modified.
Trigger
Instant
Try It
Add Document to Workspace (For IAM Plans)
Uploads and adds a document to a workspace for organization and collaboration. Only available for Docusign IAM Plans.
Action
Write
Add User to Workspace (For IAM Plans)
Adds a user to a workspace with specified permissions. Only available for Docusign IAM Plans.
Action
Write
- List Name
  Required
- Role Name
  Required
- Name
  Required
- Email
  Required
Action
Write
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
Write
Create Workspace (For IAM Plans)
Creates a new workspace for organizing documents, participants, and agreement workflows. Only available for Docusign IAM Plans.
Action
Write
- Envelope ID
  Required
- Document ID
  Required
Action
Write
- Template ID
- Brand ID
- Email Subject
- Email Body
Action
Write
- Template Name
  Required
Action
Write
Find Workspaces (For IAM Plans)
Searches for workspaces by name. Only available for Docusign IAM Plans.
Action
Write
Cancel Workflow Instance (For IAM Plans)
Cancels a running workflow instance. Only available for Docusign IAM Plans.
Action
Write
Resume Workflow Instance (For IAM Plans)
Resumes a paused workflow instance. Only available for Docusign IAM Plans.
Action
Write
List Envelopes in Workspace (For IAM Plans)
Lists all envelopes created from a workspace. Only available for Docusign IAM Plans.
Action
Write
- Webform
  Required
- Link Type
  Required
Action
Write
Revoke Workspace User Access (For IAM Plans)
Removes a user's access to a workspace. Only available for Docusign IAM Plans.
Action
Write
- Bulk List ID
  Required
- Template
  Required
Action
Write
Update Workspace User (For IAM Plans)
Updates a user's role or status in a workspace. Only available for Docusign IAM Plans.
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Envelope ID
  Required
Action
Search
- Envelope ID
  Required
Action
Search
- Envelope ID
  Required
Action
Search
Find Agreement (For IAM Plans)
Finds Agreement Manager agreements that match the search criteria. Only available for Docusign IAM Plans.
Action
Search
Get Agreement (For IAM Plans)
Retrieves a single Agreement Manager agreement by its ID. Only available for Docusign IAM Plans.
Action
Search
- Account
Trigger
Instant
Try It
- Owned or Admin Account
Trigger
Polling
Try It
- Account
- Folder
Trigger
Polling
Try It
- Account
- Usage Threshold (Percent)
- Usage Threshold (Task)
Trigger
Polling
Try It
- Account
- Folder
- Zap
Trigger
Instant
Try It
- Approval Request ID
  Required
- Decision
  Required
- Reason
Action
Write
- Desired Zap state
  Required
- Account
- Folder
- Show All Zaps
- Zap
  Required
Action
Write
- Account
- Name
  Required
Action
Search

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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