Docusign + Zendesk

Create signature requests in DocuSign for new Zendesk users

Easily streamline your onboarding process with this efficient workflow that connects Zendesk and DocuSign. Whenever a new user is added in Zendesk, this automation will instantly create a signature request in DocuSign, keeping your documentation organized and speeding up the process of getting important documents signed. Save time and ensure a smooth onboarding experience for your new users with this simple, yet effective, workflow.

Easily streamline your onboarding process with this efficient workflow that connects Zendesk and DocuSign. Whenever a new user is added in Zendesk, this automation will instantly create a signature request in DocuSign, keeping your documentation organized and speeding up the process of getting important documents signed. Save time and ensure a smooth onboarding experience for your new users with this simple, yet effective, workflow.

  1. When this happens...
    ZendeskZendesk
    Tag Added to User

    Triggers when a one or more tags are added to a user.

    TriggerInstant
  2. automatically do this!
    DocusignDocusign
    Send Envelope Using Document

    Sends an envelope signature request using a document.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Zendesk triggers, actions, and search

    New Group

    Triggers when a new group is created.

    Trigger
    Scheduled
    Try It
    • Organization

    Trigger
    Scheduled
    Try It
  • Zendesk triggers, actions, and search

    New Organization

    Triggers when a new organization is created.

    Trigger
    Scheduled
    Try It
    • Organization

    Trigger
    Scheduled
    Try It
    • ViewRequired

    Trigger
    Scheduled
    Try It
    • Tags

    Trigger
    Instant
    Try It
    • Ticket (Required for non-admins)

    Trigger
    Scheduled
    Try It
  • Zendesk triggers, actions, and search

    New User

    Triggers when a new user is created.

    Trigger
    Scheduled
    Try It
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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zendesk logo
zendesk logo

About Zendesk

Zendesk is a web-based help desk support tool that makes it simple to provide great customer support.
Learn moreHelp

Related categories

  • Customer Support

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