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

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Docusign
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Docusign
1. Choose trigger event
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Shopify
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Shopify
2. Choose action
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1. Select the event
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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 Line Item to Order" in Shopify.

You’re connected!

Zapier seamlessly connects Docusign and Shopify, 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.

  • Docusign triggers, actions, and search
    Click Agreed

    Triggers when a recipient accepted a clickwrap agreement.

    Trigger
    Instant
    Try It
    • Events to Monitor
      Required
    Trigger
    Instant
    Try It
    • Warning_text
    • Add certificate of completion
    • Include documents
    • Include recipients
    • Include custom fields
    • Include form data
    Trigger
    Instant
    Try It
    • Warning_text
    • Add certificate of completion
    • Include documents
    • Include recipients
    • Include custom fields
    • Include form data
    Trigger
    Instant
    Try It
  • Docusign triggers, actions, and search
    Click Declined

    Triggers when a recipient declined a clickwrap agreement.

    Trigger
    Instant
    Try It
    • Warning_text
    • Add certificate of completion
    • Include documents
    • Include recipients
    • Include custom fields
    • Include form data
    Trigger
    Instant
    Try It
    • Warning_text
    • Add certificate of completion
    • Include documents
    • Include recipients
    • Include custom fields
    • Include form data
    Trigger
    Instant
    Try It
    • Warning_text
    • Add certificate of completion
    • Include documents
    • Include recipients
    • Include custom fields
    • Include form data
    Trigger
    Instant
    Try It

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Practical ways you can use Docusign and Shopify

Sync completed Docusign envelopes to Shopify orders

When a Docusign envelope is completed, Zapier automatically generates a draft order in Shopify with the relevant customer details and order information. This simplifies order fulfillment by centralizing signed agreements and order data, saving time and reducing manual entry.

Business Owner
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Add Shopify customers to Docusign bulk send list

When a new customer is added in Shopify, Zapier automatically adds them to a Docusign bulk send list. This enables marketers to easily send documents, such as promotional agreements or consent forms, to multiple customers at once.

Marketing & Marketing Ops

Learn how to automate Docusign on the Zapier blog

Learn how to automate Shopify on the Zapier blog

Make work flow with AI

Level up your Docusign to Shopify integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about Docusign + Shopify integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Docusign and Shopify

Can I integrate DocuSign with Shopify using our platform?

Yes, you can integrate DocuSign with Shopify through our platform by setting up workflows that automate electronic agreements and document handling. This allows you to streamline processes such as automatically sending a document for signing when a new order is placed on Shopify.

What types of triggers are available for automating tasks between DocuSign and Shopify?

Our platform provides several triggers, such as 'New Order' in Shopify or 'Envelope Sent' in DocuSign. These triggers can be used to initiate actions like automatically sending order confirmation contracts via DocuSign whenever a customer makes a purchase on Shopify.

Are there specific actions that we can automate between DocuSign and Shopify?

Absolutely! You can automate actions like creating new documents or envelopes in DocuSign based on activities in Shopify. For example, when an order is fulfilled in Shopify, a trigger can be set up to automatically generate a shipping agreement in DocuSign.

Is it possible to send documents from DocuSign automatically when a purchase is made on Shopify?

Yes, with our integration solutions, you can configure workflows where a completed purchase in Shopify triggers the automatic sending of documents from DocuSign. This ensures that all necessary documents are promptly sent without manual intervention.

How do I know if my workflow setup between DocuSign and Shopify is successful?

Once you set up the integration through our platform, you can test the workflow by conducting trial transactions. Our dashboard provides feedback to ensure everything functions properly and highlights any errors or areas needing adjustment.

Can I customize the templates used for documents sent through this integration?

Yes, we allow customization of document templates used in your automated workflows between DocuSign and Shopify. You can tailor these templates within the parameters set by both platforms to fit your specific business needs.

What happens if there’s an update on either service platform; do I need to adjust my settings manually?

Our platform aims to handle most updates automatically. If significant changes occur requiring action from your side, we notify you with detailed instructions to ensure continuous and smooth operations without disruption.

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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 Shopify
Shopify is a simple way to create an online store to list products, collect credit card payments, and ship your goods.
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