Docusign + Zapier Tables

Send out DocuSign envelopes using templates for each new record in Zapier Tables

When a new record is added in the Zapier Tables app, this workflow jumps into action, sending out an envelope using a template in the DocuSign app. It's ideal for those who regularly use tables for data collection and need to streamline their process for sending professional documents. No more manual transfer of data or delay in document distribution – this setup ensures your important files get dispatched systematically and in a timely manner.

When a new record is added in the Zapier Tables app, this workflow jumps into action, sending out an envelope using a template in the DocuSign app. It's ideal for those who regularly use tables for data collection and need to streamline their process for sending professional documents. No more manual transfer of data or delay in document distribution – this setup ensures your important files get dispatched systematically and in a timely manner.

  1. When this happens...
    Zapier TablesZapier Tables
    New Record

    Triggers when a new record is added to a table.

    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?
    • Table IDRequired

    • Zap Id

    • Zap Step Id

    • Zap Path Run Id

    Trigger
    Instant
    Try It
    • Table IDRequired

    • Zap Id

    • Zap Step Id

    • Zap Path Run Id

    Trigger
    Instant
    Try It
    • Table IDRequired

    • Zap Id

    • Zap Step Id

    • Zap Path Run Id

    Trigger
    Instant
    Try It
    • Table IDRequired

    • Zap Id

    • Zap Step Id

    • Zap Path Run Id

    Action
    Write
    • Table IDRequired

    • Zap Id

    • Zap Step Id

    • Zap Path Run Id

    Trigger
    Instant
    Try It
    • Table IDRequired

    • Zap Id

    • Zap Step Id

    • Zap Path Run Id

    Trigger
    Instant
    Try It
    • Table IDRequired

    • Record IDRequired

    • Zap Id

    • Zap Step Id

    • Zap Path Run Id

    Action
    Write
    • Table IDRequired

    • Zap Id

    • Zap Step Id

    • Zap Path Run Id

    Action
    Write
docusign logo
docusign logo

About Docusign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
Learn moreHelp

Related categories

  • Signatures

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zapier-tables logo
zapier-tables logo

About Zapier Tables

Zapier Tables is a no-code database built for automation.
Learn moreHelp

Related categories

  • Databases
  • Spreadsheets
  • Zapier