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Docusign
Docusign
1. Choose trigger event
PDF4me
PDF4me
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 Attachment to PDF" in PDF4me.
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Zapier seamlessly connects Docusign and PDF4me, 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 ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Events to MonitorRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- New Navigator Agreement (For IAM Plans)
Triggers when a new Navigator agreement is created. Only available for Docusign IAM Plans.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Maestro Workflow Completed (For IAM Plans)
Triggers when a Maestro workflow completes. Only available for Docusign IAM Plans.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Maestro Workflow Started (For IAM Plans)
Triggers when a Maestro workflow starts. Only available for Docusign IAM Plans.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Identity Verification Pending
Triggers when a signer completed the identity verification process for an eIDAS-compliant Qualified Electronic Signature (QES), but the result is still pending.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Folder
Triggers when a new folder is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New User Added to Workspace (For IAM Plans)
Triggers when a new user is added to a workspace. Only available for Docusign IAM Plans.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- SMS Opt-Out
Triggers when a recipient opted out of receiving SMS notifications for an envelope.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Template Deleted
Triggers when a template is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Workspace Documents (For IAM Plans)
Fetches documents from a workspace for selection. Only available for Docusign IAM Plans.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Bulk List IDRequired
- Role NameRequired
- NameRequired
- EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Bulk List IDRequired
- TemplateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TemplateRequired
- Email Subject
- Email Blurb
- Recipient Email
- Recipient Name
- Recipient Role
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Template NameRequired
- Description
- Email Subject
- Email Message
- Document
- Document Name
- Recipient Type
- Delivery Method
- Email
- Phone Number
- Name
- Role Name
ActionThis is an event a Zap performs.WriteCreate 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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Brand ID
- Email Subject
- Email Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Envelope IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Template IDRequired
ActionThis is an event a Zap performs.WriteCreate 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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Navigator Query Result (For IAM Plans)
Fetches a list of detailed agreements based on a query. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Resume Maestro Workflow Instance (For IAM Plans)
Resumes a paused workflow instance. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate 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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - WebformRequired
- Link TypeRequired
ActionThis is an event a Zap performs.WriteCreate 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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Bulk List IDRequired
- TemplateRequired
ActionThis is an event a Zap performs.WriteCreate 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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Find Navigator Agreement (For IAM Plans)
Finds Navigator agreements that match the search criteria. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Trigger Name
- Test File Url
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- FileRequired
- Specify File Name
- Barcode TypeRequired
- TextRequired
- PagesRequired
- Horizontal AlignRequired
- Vertical AlignRequired
- Barcode Width
- Barcode Height
- Horizontal Margin
- Vertical Margin
- TransparencyRequired
- Hide Text
- Set Process as Async
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Specify File Name
- HTML ContentRequired
- LocationRequired
- Skip First Page
- Margin Top
- Margin Bottom
- Margin Left
- Margin Right
- PagesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Top Margin
- Bottom Margin
- Left Margin
- Right Margin
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Watermark TextRequired
- Position
- Font Family
- Size
- Text Colour
- Set Bold
- Set Underline
- Set Italics
- Opacity
- Rotation Angle
- Horizontal Position
- Vertical Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Image TypeRequired
- Compression LevelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- First Row
- First Column
- Convert Number and Date
- Ignore Null Values
- Bold Title
- Wrap Title Text
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Output Format
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Barcode TypeRequired
- Text in the BarcodeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PDF FileRequired
- File NameRequired
- Searched TextRequired
- New Text
- Input UrlRequired
- Page Sequence
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Specify File Name
- PDF/A ComplianceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Page NumberRequired
- WidthRequired
- Image FormatRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Crop Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Page NumbersRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Specify File Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Specify File Name
- Select PDF4me-WorkflowRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Specify File Name
- Pages
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Specify File Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Extract ModeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Start Page NumberRequired
- End Page NumberRequired
- Remove Comments
- Remove Header Footer
- Accept Changes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Specify File Name
- Input Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Flip Orientation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Template FileRequired
- Template File Name
- Template File TypeRequired
- Input Data Format TypeRequired
- Input Data TypeRequired
- Meta Data
- Keep Pdf Editable
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Specify File Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Image TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Compression Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FilesRequired
- Output File Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FilesRequired
- OrientationRequired
- Output File Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Template NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Quality TypeRequired
- Set Process as Async
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Quality TypeRequired
- Set Process as Async
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Custom Field
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Word FileRequired
- Word File Name
- Search TextRequired
- Image File
- Skip first page
- Pages
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Paper Size
- Columns per PageRequired
- Rows per PageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Rotation Angle
- Proportionate ResizeRequired
- Background Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Specify File Name
- Sign Image FileRequired
- Sign image file name
- PagesRequired
- Horizontal AlignRequired
- Vertical AlignRequired
- Image Width
- Image Height
- Horizontal Margin
- Vertical Margin
- TransparencyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Specify File Name
- Split Type
- Split File Naming
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Search TextRequired
- Select Split TypeRequired
- Split File Naming
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Specify File Name
- PasswordRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WebUrlRequired
- Layout
- Paper Size
- Scale
- Top Margin
- Bottom Margin
- Left Margin
- Bottom Margin
- Print Background
- Display Header/Footer
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Click Declined
Triggers when a recipient declined a clickwrap agreement.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Updated Navigator Agreement (For IAM Plans)
Triggers when an existing Navigator agreement is updated. Only available for Docusign IAM Plans.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Maestro Workflow Failed (For IAM Plans)
Triggers when a Maestro workflow fails. Only available for Docusign IAM Plans.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Identity Verification Completed
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.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Polling Interval
- Status
- Return only envelopes I created?
- Add certificate of completion?
- Include documents?
- Include recipients?
- Include custom fields?
- Download form data?
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New Workspace (For IAM Plans)
Triggers when a new workspace is created. Only available for Docusign IAM Plans.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- SMS Opt-In
Triggers when a recipient opted in to receiving SMS notifications for an envelope.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Template Created
Triggers when a template is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Template Modified
Triggers when a template is modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Add Document to Workspace (For IAM Plans)
Uploads and adds a document to a workspace for organization and collaboration. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate 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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - List NameRequired
- Role NameRequired
- NameRequired
- EmailRequired
ActionThis is an event a Zap performs.WriteCreate 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.
ActionThis is an event a Zap performs.WriteCreate 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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Envelope IDRequired
- Document IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Template ID
- Brand ID
- Email Subject
- Email Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Template NameRequired
ActionThis is an event a Zap performs.WriteCreate 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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Cancel Maestro Workflow Instance (For IAM Plans)
Cancels a running workflow instance. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Pause Maestro Workflow Instance (For IAM Plans)
Pauses a running workflow instance. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Trigger Maestro Workflow (For IAM Plans)
Triggers a Maestro workflow. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate 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.
ActionThis is an event a Zap performs.WriteCreate 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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - TemplateRequired
- Render Template TabsRequired
- Email Subject
- Email Blurb
- Recipient Email
- Recipient Name
- Recipient Role
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Template IDRequired
- Template NameRequired
- Description
- Email SubjectRequired
- Email Message
- DocumentRequired
- Document Name
- Recipient Type
- Delivery Method
- Email
- Phone Number
- Name
- Role Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Envelope IDRequired
- Void ReasonRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Find Maestro Workflow (For IAM Plans)
Finds Maestro workflows that match the search criteria. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Maestro Workflow Instance (For IAM Plans)
Finds Maestro workflow instances for a specific workflow. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.SearchFind existing data in your app - FileRequired
- Specify File Name
- AttachmentsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Specify File Name
- Field NameRequired
- Form Field TypeRequired
- Initial Value
- Position X
- Position Y
- Pages
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Watermark File ContentRequired
- Position
- Opacity
- Rotation Angle
- Horizontal Offset
- Vertical Offset
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Specify File Name
- Page Number FormatRequired
- Font Size
- Set Bold
- Set Italic
- Horizontal AlignRequired
- Vertical AlignRequired
- Horizontal Margin
- Vertical Margin
- Skip First Page
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Current Image FormatRequired
- New Image FormatRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Output Size
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Specify EPC version
- Specify EPC character set
- Name of BeneficiaryRequired
- Beneficiary's Account (IBAN)
- Amount (EUR)
- Business Code
- Payment Reference
- Remittance Information
- Hint Text
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Number of Input BoxesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Amount
- AV1 Parameters
- AV2 Parameters
- Billing Info
- Creditor Address TypeRequired
- Creditor City
- Creditor NameRequired
- Creditor Postal Code
- Creditor Address Line 1
- Creditor Address Line 2
- Currency
- IBANRequired
- Language Type
- Reference
- Reference Type
- Separator Line
- Ultimate Debtor Address Type
- Ultimate Debtor City
- Ultimate Debtor Name
- Ultimate Debtor Postal Code
- Ultimate Debtor Address Line 1
- Ultimate Debtor Address Line 2
- Unstructured Message
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Crop Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PDF FileRequired
- File NameRequired
- Page Sequence
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Specify File Name
- Certificate FileRequired
- Certificate PasswordRequired
- PagesRequired
- Signer Name
- Sign Reason
- Sign Location.
- Height
- Width
- Horizontal Margin
- Vertical Margin
- Visible
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Specify File Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Specify File Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Page NumbersRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Specify File Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Specify File Name
- ExpressionRequired
- PagesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Template FileRequired
- Template File Name
- Select Input Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Specify File Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Template FileRequired
- Template File Name
- Template File TypeRequired
- Input Data Format TypeRequired
- Input Data TypeRequired
- Meta Data
- Keep Pdf Editable
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Image TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Days
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Index File Path
- Layout
- Paper Size
- Scale
- Top Margin
- Bottom Margin
- Left Margin
- Bottom Margin
- Print Background
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Specify File Name
- Image FileRequired
- Image File Name
- PagesRequired
- Horizontal AlignRequired
- Vertical AlignRequired
- Image Width
- Image Height
- Horizontal Margin
- Vertical Margin
- TransparencyRequired
- Set to Background
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Markdown File Path
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- FileName
- Layer FileRequired
- Layer File Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Compression Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Quality TypeRequired
- Set Process as Async
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Quality TypeRequired
- Set Process as Async
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Paper Size
- Columns per PageRequired
- Rows per PageRequired
- Print Profile
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Specify File Name
- Owner Password
- User Password
- PermissionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Select barcode typesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Image TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Specify File Name
- Replace TextRequired
- Image FileRequired
- Image Height
- Image Width
- PagesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Image Resize Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Specify File Name
- Rotate DirectionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Specify File Name
- Rotate DirectionRequired
- Page NumberRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Specify File Name
- Barcode Text
- Barcode FilterRequired
- Barcode TypeRequired
- Split Barcode PageRequired
- PDF Render DpiRequired
- Combine Pages with Same Barcodes
- Return as Zip
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Specify File Name
- Split Barcode PageRequired
- PDF Render DpiRequired
- Combine Pages with Same Barcodes
- Return as Zip
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Specify File Name
- TextRequired
- Font Name
- Font SizeRequired
- Font Color
- Bold
- Underline
- Italics
- Rotate
- PagesRequired
- Horizontal AlignmentRequired
- Vertical AlignmentRequired
- Horizontal Margin
- Vertical Margin
- Transparency
- Set to Background
- Set Transverse
- Fit Text To Page
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
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Connect Docusign and PDF4me to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
Create more impactful campaigns with automation
Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
Provide world-class support with a little help from automation
Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
Automate your way to actionable, up-to-date data
The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
Resolve incidents faster with automation
Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
Learn how to automate Docusign on the Zapier blog
Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
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PDF4me is a tool for pdf conversion, splitting, merging, make them PDF/A compliant, protect documents etc.
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