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Docusign
Docusign
1. Choose trigger event
Dropbox
Dropbox
2. Choose action
1. Select the event
Setup
Test
Docusign
Choose a trigger event
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 "Add Folder Member" in Dropbox.
You’re connected!
Zapier seamlessly connects Docusign and Dropbox, 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.
Triggers when a signer completed the identity verification process for an eIDAS-compliant Qualified Electronic Signature (QES), but the result is still pending.
Create a new record or update an existing record in your app.
Bulk List ID
Required
Template
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Template
Required
Email Subject
Email Blurb
Recipient Email
Recipient Name
Recipient Role
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Template Name
Required
Description
Email Subject
Email Message
Document
Document Name
Recipient Type
Delivery Method
Email
Phone Number
Name
Role Name
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Delete Document From Workspace (For IAM Plans)
Removes a document from a workspace permanently. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Brand ID
Email Subject
Email Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Envelope ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Template ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Find Documents in Workspace (For IAM Plans)
Lists and searches documents within a specific workspace. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Pause Workflow Instance (For IAM Plans)
Pauses a running workflow instance. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Trigger Workflow (For IAM Plans)
Triggers a Workflow Builder workflow. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
List Users in Workspace (For IAM Plans)
Lists all users in a workspace with their roles and permissions. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Restore Workspace User Access (For IAM Plans)
Restores a user's access to a workspace by re-adding them. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Template
Required
Render Template Tabs
Required
Email Subject
Email Blurb
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Template ID
Required
Template Name
Required
Description
Email Subject
Required
Email Message
Document
Required
Document Name
Recipient Type
Delivery Method
Email
Phone Number
Name
Role Name
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Envelope ID
Required
Void Reason
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Envelope with Base URL and Account ID Input
Create a Docusign envelope with essential custom fields, a document as a base64 file, template, and recipient details, using direct input fields for the base URL and account ID.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Envelope ID
Required
Include Certificate of Completion
Action
This is an event a Zap performs.
Search
Find existing data in your app
Envelope ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Workflow (For IAM Plans)
Finds Workflow Builder workflows that match the search criteria. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Workflow Instance (For IAM Plans)
Finds Workflow Builder instances for a specific workflow. Only available for Docusign IAM Plans.
Triggers when a decision has been made regarding the signer's identity verification check for an eIDAS-compliant Qualified Electronic Signature (QES) and they have been notified. If the signer's identity verification check resulted in a failure, the event message includes the specific error codes indicating why it was unsuccessful.
Uploads and adds a document to a workspace for organization and collaboration. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Add User to Workspace (For IAM Plans)
Adds a user to a workspace with specified permissions. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
List Name
Required
Role Name
Required
Name
Required
Email
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Envelope From Workspace (For IAM Plans)
Creates an envelope associated with the workspace. Envelope recipients will automatically be granted Participate access to the workspace. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Workspace (For IAM Plans)
Creates a new workspace for organizing documents, participants, and agreement workflows. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Envelope ID
Required
Document ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Template ID
Brand ID
Email Subject
Email Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Template Name
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Find Workspaces (For IAM Plans)
Searches for workspaces by name. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Cancel Workflow Instance (For IAM Plans)
Cancels a running workflow instance. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Resume Workflow Instance (For IAM Plans)
Resumes a paused workflow instance. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
List Envelopes in Workspace (For IAM Plans)
Lists all envelopes created from a workspace. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Webform
Required
Link Type
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Revoke Workspace User Access (For IAM Plans)
Removes a user's access to a workspace. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Bulk List ID
Required
Template
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update Workspace User (For IAM Plans)
Updates a user's role or status in a workspace. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Envelope ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Envelope ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Envelope ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Agreement (For IAM Plans)
Finds Agreement Manager agreements that match the search criteria. Only available for Docusign IAM Plans.
Create a new record or update an existing record in your app.
Space
Title
Required
Destination Folder
Required
Description
Deadline
Open for Uploads
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Space
Folder Path
Required
Important Information
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Space
Folder
Required
File
Required
Overwrite
Specify File Name
Specify File Extension
Include sharing link?
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Space
Folder
Required
File Name
Required
File Content
Required
Overwrite
Include sharing link?
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Space
File
Required
New Name
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Space
Shared Link URL
Required
Allow Downloading With Shared Link?
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Space
Shared Link URL
Required
Set or Remove Password
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Api_docs_info
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Space
Folder
Required
Include files in subfolders?
Folder Name
Required
Include Deleted Folders?
Include sharing link?
Action
This is an event a Zap performs.
Search
Find existing data in your app
Space
Folder
Required
Search Term
Required
Include file contents?
Include sharing link?
Action
This is an event a Zap performs.
Search
Find existing data in your app
Space
Folder
Required
Include contents of subfolders?
Include deleted files and folders?
Include media info?
Include sharing link?
Action
This is an event a Zap performs.
Search
Find existing data in your app
For AI agents & developers
Use Docusign and Dropbox with AI agents and code
Beyond Zap workflows. Call Docusign and Dropbox actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Docusign and Dropbox actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Document to Workspace (For IAM Plans)
Add Folder Member
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Practical ways you can use Docusign and Dropbox
Save completed contracts directly to Dropbox
When a DocuSign envelope is marked as completed, Zapier automatically saves the signed document to a specified Dropbox folder. This eliminates the need to manually download and organize contracts, ensuring documents are systematically stored for future reference, improving accuracy and saving time.
When a DocuSign envelope is completed, Zapier moves the signed document to a designated Dropbox folder. This ensures all signed documents are securely archived, aiding compliance and safeguarding important files without manual intervention.
Store approved agreements in Dropbox for easy access.
When a marketing agreement is signed in DocuSign, Zapier saves the completed document to a shared Dropbox location. This simplifies collaboration by ensuring marketing materials or agreements are readily available without manual file transfers.
Level up your Docusign to Dropbox integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Docusign + Dropbox integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Docusign and Dropbox
How can I integrate Docusign with Dropbox?
You can integrate Docusign with Dropbox using our platform to automate workflows between the two apps. By setting up triggers such as when a document is signed in Docusign, you can create actions like saving that signed document directly into a designated Dropbox folder.
What are some common triggers for Docusign in this integration?
Common triggers for Docusign include when an envelope is sent or completed. Once a trigger is activated, you can set actions in Dropbox such as creating a file or uploading the signed documents automatically.
Can I create folders in Dropbox based on specific Docusign envelopes?
Yes, you can create folders in Dropbox based on specific envelopes from Docusign. For example, when an envelope is completed in Docusign, a corresponding folder can be created in Dropbox to store the related documents.
Is it possible to save all signed documents from Docusign into a single Dropbox folder?
Absolutely! You can set up your integration to save all signed documents from Docusign into one dedicated folder in Dropbox.
Can I customize the file names of the documents saved from Docusign to Dropbox?
Yes, we allow you to customize file names of documents saved from Docusign to Dropbox by using specific fields within your envelopes such as signer name or document date.
How do error notifications work with this integration?
If there are any issues during the integration process, we provide error notifications to keep you informed. This way, you can quickly address and resolve any problems that may arise.
Can I use data from other apps within my Docusign and Dropbox integration?
Yes, our platform supports integrating data from various apps. For instance, you could include data from CRM systems or project management tools within your workflows involving Docusign and Dropbox.
About Docusign
Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
Dropbox lets you store your files online, sync them to all your devices, and share them easily. Get started for free, then upgrade for more space and security features.
