Creates a new company.

Creates a new person.

Stops sequence enrollments for a given lead.

Creates a new lead.

Creates a new note for an existing lead, contact or deal.

Updates an existing product in catalog. Requires Sell Enterprise Plan or higher.

Finds a company by Company ID, name or email address.

Finds a person by Person ID, name or email address.

Finds a deal source by ID or name.

Finds a lead source by ID or name.

Finds a sequence by Sequence ID or name. Requires Reach add-on.

Finds a user by ID, email or name.

Finds a contact by Contact ID, name or email address. Optionally, create one if none are found.

Finds a lead by ID, company name, name or email address. Optionally, create one if none are found.

Triggers when selected Docusign events occur.

Triggers when an envelope is corrected.

Triggers when an envelope is declined.

Triggers when an envelope is delivered.

Triggers when an envelope is purged.

Triggers when an envelope is sent.

Triggers when a recipient’s email account sent an automated response to an envelope notification.

Triggers when a recipient declined to sign.

Triggers when a recipient viewed the documents through the Docusign signing website. This event does not signify email or SMS delivery of an envelope.

Triggers when a recipient reassigned an envelope.

Triggers when a notification that it's their turn to sign was sent to the recipient.

Adds new recipients to an existing bulk send list.

Sends a template to multiple recipients using a bulk send list.

Creates a draft signature request.

Creates a new template using a document.

Sends an envelope signature request using a document.

Retrieves a list of documents associated with an envelope.

Retrieves a list of documents associated with a template.

Creates a signature request.

Updates an existing template with new documents and recipients.

Voids an existing envelope.

Retrieves a list of documents associated with an envelope by ID, with downloadable file URLs. Use this search when you need to fetch document metadata and download links without triggering hydration timeouts in your trigger steps.

Retrieves metadata and timing information for a specific envelope by ID, including email subject/message, timestamps, and status. Use this search when you need to fetch envelope information without triggering hydration timeouts in your trigger steps.

Updates an existing company.

Updates an existing person.

Creates a sequence enrollment for a given lead. Requires Reach add-on.

Updates an existing lead.

Creates a new product in catalog. Requires Sell Enterprise Plan or higher.

Creates a new task.

Finds a contact by Contact ID, name or email address.

Finds a deal by Deal ID or name.

Finds a lead by ID, company name, name or email address.

Finds a product by ID, name or SKU. Requires Sell Enterprise Plan or higher.

Finds a deal stage by ID or name.

Finds a company by Company ID, name or email address. Optionally, create one if none are found.

Finds a deal by Deal ID or name. Optionally, create one if none are found.

Finds a product by ID, name or SKU. Optionally, create one if none are found. Requires Sell Enterprise Plan or higher.

Triggers when an envelope is completed.

Triggers when an envelope is created.

Triggers when an envelope is deleted.

Triggers when an envelope is discarded.

Triggers when an envelope is resent.

Triggers when an envelope is voided.

Triggers 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.

Triggers when a recipient failed an authentication check. If they had multiple attempts to pass a check, they failed all the attempts.

Triggers when a recipient signed or completed their actions for an envelope.

Triggers when a delegation rule is in place and an envelope is sent to a delegated signer.

Triggers when a recipient selected OTHER ACTIONS > Finish Later for an envelope.

Triggers when an envelope was resent to a specific recipient.

Creates a new bulk send list with multiple recipients.

Downloads a document from an envelope.

Sends a envelope signature request using a template.

Finds a template by name.

Creates a pre-filled webform link.

Tests if a template can be sent to a bulk send list.

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.