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Quickly connect Docusign to Microsoft SharePoint with a Zapier template.

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Upload files to Microsoft SharePoint whenever envelopes are updated in DocuSign
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Docusign + Microsoft SharePoint
Send envelopes using templates in DocuSign when new list items are added in Microsoft SharePoint
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Microsoft SharePoint + Docusign
Upload files to Microsoft SharePoint when envelopes are completed in Docusign
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Docusign + Microsoft SharePoint
Update Microsoft SharePoint items when DocuSign envelope status changes
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Docusign + Microsoft SharePoint
Add VAT numbers validated by VATFix for new signed DocuSign agreements as SharePoint list items
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Docusign + VATFix Plus + Microsoft SharePoint

Upload files to Microsoft SharePoint whenever envelopes are updated in DocuSign

Details

Try it

Docusign + Microsoft SharePoint

Send envelopes using templates in DocuSign when new list items are added in Microsoft SharePoint

Details

Try it

Microsoft SharePoint + Docusign

Upload files to Microsoft SharePoint when envelopes are completed in Docusign

Details

Try it

Docusign + Microsoft SharePoint

Update Microsoft SharePoint items when DocuSign envelope status changes

Details

Try it

Docusign + Microsoft SharePoint

Add VAT numbers validated by VATFix for new signed DocuSign agreements as SharePoint list items

Details

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Docusign + VATFix Plus + Microsoft SharePoint

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Zapier makes it easy to integrate Docusign with Microsoft SharePoint - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

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 "Copy File or Folder (Across Sites)" in Microsoft SharePoint.

You’re connected!

Zapier seamlessly connects Docusign and Microsoft SharePoint, 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.
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- Events to Monitor
  Required
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Envelope Corrected
Triggers when an envelope is corrected.
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Envelope Declined
Triggers when an envelope is declined.
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Envelope Delivered
Triggers when an envelope is delivered.
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Instant
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Envelope Purge
Triggers when an envelope is purged.
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Envelope Sent
Triggers when an envelope is sent.
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Instant
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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.
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- Status
- Return only envelopes I created?
- Add certificate of completion?
- Download form data?
Trigger
Polling
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Recipient Authentication Failed
Triggers when a recipient failed an authentication check. If they had multiple attempts to pass a check, they failed all the attempts.
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Instant
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Recipient Completed
Triggers when a recipient signed or completed their actions for an envelope.
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Recipient Delegated
Triggers when a delegation rule is in place and an envelope is sent to a delegated signer.
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Recipient Marked to Finish Later
Triggers when a recipient selected OTHER ACTIONS > Finish Later for an envelope.
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Recipient Resent
Triggers when an envelope was resent to a specific recipient.
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SMS Opt-In
Triggers when a recipient opted in to receiving SMS notifications for an envelope.
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Template Created
Triggers when a template is created.
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Template Modified
Triggers when a template is modified.
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- Bulk List ID
  Required
- Template
  Required
Action
Write
- Template
  Required
- Email Subject
- Email Blurb
- Recipient Email
- Recipient Name
- Recipient Role
Action
Write
- Envelope ID
  Required
- Document ID
  Required
Action
Write
- Template ID
- Brand ID
- Email Subject
- Email Body
Action
Write
- Template Name
  Required
Action
Write
- Webform
  Required
- Link Type
  Required
Action
Write
- Bulk List ID
  Required
- Template
  Required
Action
Write
- Envelope ID
  Required
- Void Reason
  Required
Action
Write
- Site
- Folder
  Required
Trigger
Polling
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- Site
- Folder
  Required
Trigger
Polling
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- Site
- Folder
  Required
Trigger
Polling
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- Site
  Required
- List
  Required
Trigger
Polling
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- Info
- File or folder
  Required
- Destination site
  Required
- Destination folder path
  Required
- Overwrite if exists
Action
Write
- Site
- SharePoint URL
  Required
- Allow editing
Action
Write
- Site
- Parent folder
  Required
- Folder name
  Required
Action
Write
- Site
- Template
- List's name
  Required
- Description
Action
Write
- Site
  Required
- Page
  Required
Action
Write
- Site
- Folder
  Required
- File's name
  Required
- Should we overwrite the file?
- New File
  Required
Action
Write
- Site
- Folder
  Required
- Name
  Required
Action
Search
- Site
- Folder
  Required
- Include detailed metadata
Action
Search

Click Declined
Triggers when a recipient declined a clickwrap agreement.
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Instant
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Envelope Completed
Triggers when an envelope is completed.
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Instant
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Envelope Created
Triggers when an envelope is created.
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Instant
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Envelope Deleted
Triggers when an envelope is deleted.
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Instant
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Envelope Discard
Triggers when an envelope is discarded.
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Instant
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Envelope Resent
Triggers when an envelope is resent.
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Envelope Voided
Triggers when an envelope is voided.
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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.
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Instant
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New Folder
Triggers when a new folder is created.
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Polling
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Recipient Autoresponded
Triggers when a recipient’s email account sent an automated response to an envelope notification.
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Instant
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Recipient Declined
Triggers when a recipient declined to sign.
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Instant
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Recipient Delivered
Triggers when a recipient viewed the documents through the DocuSign signing website. This event does not signify email or SMS delivery of an envelope.
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Recipient Reassigned
Triggers when a recipient reassigned an envelope.
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Instant
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Recipient Sent
Triggers when a notification that it's their turn to sign was sent to the recipient.
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SMS Opt-Out
Triggers when a recipient opted out of receiving SMS notifications for an envelope.
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Instant
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Template Deleted
Triggers when a template is deleted.
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Instant
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- Bulk List ID
  Required
- Role Name
  Required
- Name
  Required
- Email
  Required
Action
Write
- List Name
  Required
- Role Name
  Required
- Name
  Required
- Email
  Required
Action
Write
- Template Name
  Required
- Description
- Email Subject
- Email Message
- Document
- Document Name
- Recipient Type
- Delivery Method
- Email
- Phone Number
- Name
- Role Name
Action
Write
- Brand ID
- Email Subject
- Email Body
Action
Write
- Envelope ID
  Required
Action
Write
- Template ID
  Required
Action
Write
- Template
  Required
- Email Subject
- Email Blurb
- Recipient Email
- Recipient Name
- Recipient Role
Action
Write
- 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
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Site
Trigger
Polling
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- Site
- List
  Required
Trigger
Polling
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- Site
- Folder
Trigger
Polling
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- Info
- Site
- Filter
  Required
Trigger
Polling
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- Info
- File or folder
  Required
- Destination folder path
  Required
- Overwrite if exists
Action
Write
- Site
- List
  Required
- Id
  Required
- ETag
Action
Write
- Site
- List
  Required
Action
Write
- Info
- File
  Required
- Folder
  Required
- Overwrite
Action
Write
- Site
- List
  Required
- Item ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Site
- List
  Required
Action
Search
- Site
Action
Search

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Practical ways you can use Docusign and Microsoft SharePoint

Archive signed documents in SharePoint

When an envelope is completed in DocuSign, Zapier can upload the signed document to a designated SharePoint folder. This ensures every signed document is securely stored and easily retrievable, saving time and preventing manual errors.

Business Owner

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Log envelope completion in SharePoint

When an envelope is completed in DocuSign, Zapier creates a new item in a SharePoint list logging the details. This helps IT teams maintain records without manual data entry, improving tracking and reporting efficiency.

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Track document completion updates

When a project's document or agreement is signed in DocuSign, Zapier updates a SharePoint list with the completion details. This keeps project managers updated on deliverables, increasing visibility and reducing communication delays.

Project Management

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Learn how to automate Docusign on the Zapier blog

Make work flow with AI

Level up your Docusign to Microsoft SharePoint integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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About Docusign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.

Learn moreLearn moreHelpHelp

Related categories

Signatures

Similar apps

Dropbox Sign

Signatures

SignNow

Signatures

RightSignature

Signatures

About Microsoft SharePoint

Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.

HelpHelp

Related categories

Microsoft Team Collaboration

Connect Docusign and Microsoft SharePoint to unlock the power of automation

Set up your first integration

Upload files to Microsoft SharePoint whenever envelopes are updated in DocuSign

Send envelopes using templates in DocuSign when new list items are added in Microsoft SharePoint

Upload files to Microsoft SharePoint when envelopes are completed in Docusign

Update Microsoft SharePoint items when DocuSign envelope status changes

Add VAT numbers validated by VATFix for new signed DocuSign agreements as SharePoint list items

Upload files to Microsoft SharePoint whenever envelopes are updated in DocuSign

Send envelopes using templates in DocuSign when new list items are added in Microsoft SharePoint

Upload files to Microsoft SharePoint when envelopes are completed in Docusign

Update Microsoft SharePoint items when DocuSign envelope status changes

Add VAT numbers validated by VATFix for new signed DocuSign agreements as SharePoint list items

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use Docusign and Microsoft SharePoint

Archive signed documents in SharePoint

Log envelope completion in SharePoint

Track document completion updates

Learn how to automate Docusign on the Zapier blog

5 ways to automate DocuSign with Zapier

Make work flow with AI

Connect Docusign to Microsoft SharePoint on the world's largest no-code automation platform