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Docusign + Zoho Creator

Create records in Zoho Creator when envelope statuses are updated in DocuSign

Keep your documents processing smoothly with this automation that springs into action when a DocuSign envelope status is updated. It swiftly creates a new record in Zoho Creator, keeping your databases up-to-date without you having to manually input new information. It's a savvy solution for those seeking to streamline document management and improve data accuracy.

Keep your documents processing smoothly with this automation that springs into action when a DocuSign envelope status is updated. It swiftly creates a new record in Zoho Creator, keeping your databases up-to-date without you having to manually input new information. It's a savvy solution for those seeking to streamline document management and improve data accuracy.

  1. When this happens...
    DocusignDocusign
    Envelope Status Updated

    Triggers when an envelope is sent, completed, 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. Zapier will only fetch data and documents for envelope types that have been selected.

    TriggerScheduled
  2. automatically do this!
    Zoho CreatorZoho Creator
    Create Record

    Create new record in a certain application and form.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Status

    • Add certificate of completion?

    • Download form data?

    Trigger
    Scheduled
    Try It
    • DocumentRequired

    • Apply template ID?

    • Email Subject

    • Email Body

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
    • Application Name

    • Form Name

    Action
    Write
  • Docusign triggers, actions, and search

    New Folder

    Triggers when a new folder is created.

    Trigger
    Scheduled
    Try It
    • Template ID

    • Email Subject

    • Email Body

    Action
    Write
    • Application NameRequired

    • FormRequired

    Trigger
    Instant
    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.
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About Zoho Creator

Zoho Creator is an online database builder. Its easy drag-n-drop interface lets you create custom applications for every data collection need, define workflow and also configure business rules that are unique to your business.

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