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Set up your first integration
Quickly connect Docusign to Zendesk with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Docusign with Zendesk - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Click Agreed" from Docusign.
Add your action
An action happens after the trigger—such as "Delete User" in Zendesk.
You’re connected!
Zapier seamlessly connects Docusign and Zendesk, automating your workflow.
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.
- Click Agreed
Triggers when a recipient accepted a clickwrap agreement.
Try ItTriggerInstant - Events to MonitorRequired
Try ItTriggerInstant- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerInstant- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerInstant
- Click Declined
Triggers when a recipient declined a clickwrap agreement.
Try ItTriggerInstant - Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerInstant- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerInstant- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerInstant
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Practical ways you can use Docusign and Zendesk
Audit important agreements in your support system.
If an envelope is voided in DocuSign, Zapier logs this in Zendesk by creating a ticket. This helps business owners monitor and address discrepancies in agreements while centralizing audit data in a single system for smoother handling.
Business OwnerTrack envelope completions in Zendesk tickets.
When a DocuSign envelope is completed, Zapier updates or creates a corresponding ticket in Zendesk. This ensures that customer support teams can track all completed documents alongside customer inquiries, aligning inquiries with document statuses to minimize communication delays.
Customer Support Ops
Centralize recipient authentication failures in Zendesk.
When a recipient fails an authentication check in DocuSign, Zapier creates a ticket in Zendesk for the IT team to investigate. This allows IT to address issues promptly, improving both internal workflows and customer trust by resolving potential tech barriers.
ITLearn how to automate Docusign on the Zapier blog
Learn how to automate Zendesk on the Zapier blog
Frequently Asked Questions about Docusign + Zendesk integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Docusign and Zendesk
What are the primary steps to integrate DocuSign with Zendesk?
To integrate DocuSign with Zendesk, our process involves setting up triggers and actions which connect both platforms. First, you'll authorize your DocuSign and Zendesk accounts within our platform. Then, you'll create a trigger in DocuSign that listens for specific events, like a completed document. Next, set an action in Zendesk that occurs when the DocuSign trigger is activated; for instance, creating a ticket or updating an existing one.
Can I create Zendesk tickets based on DocuSign envelope status changes?
Yes, you can create a workflow that listens for changes in the status of a DocuSign envelope. With this setup, when an envelope status changes—such as from 'Sent' to 'Completed'—a new ticket can be automatically created in Zendesk.If your use case requires it.
Is it possible to update an existing Zendesk ticket when a DocuSign document is signed?
Absolutely! Once you configure a trigger that detects when a document is signed in DocuSign, you can set up an action to update corresponding fields or add comments to the related ticket in Zendesk. Our integration allows this process to occur seamlessly.
How do triggers function within the doc integration setup?
Triggers act as automated listening tools that respond to events within your connected apps—in this case, either DocuSign or Zendesk. For example, a trigger might be set up to activate whenever a new document is sent for signature via DocuSign.
Are there specific actions I can automate between these applications?
Our system allows you to automate various actions such as creating or updating tickets in Zendesk based on triggers from events like sending or completing documents in DocuSign. This ensures smooth workflow transitions without manual intervention.
What kinds of documents from Docusign typically require action responses in Zendesk?
Typically, important signed agreements such as contracts, NDAs, and service terms completed via Docusign may need customer service responses or acknowledgment tracked via Zendesk tickets. The integration facilitates tracking these processes efficiently.
Will customer information automatically transfer from Docusign into Zendesk upon integration?
When configured properly using our automated workflows, customer data such as names and email addresses attached to documents may be transferred into corresponding fields on new or existing tickets within Zendesk through action steps.
