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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 "Create Asset" in Strev.
You’re connected!
Zapier seamlessly connects Docusign and Strev, 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.- Warning_text
- 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.- Warning_text
- 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.- Warning_text
- 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.- Warning_text
- 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.- Warning_text
- 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 - Warning_text
- 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.- Warning_text
- 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.- Warning_text
- 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.- Warning_text
- 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.- Warning_text
- 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. - 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 - Company IDRequired
- NameRequired
- Contract ID
- Category ID
- Serial Number
- Address
- State/Province
- City
- Country Numeric Code
- Location Description
- Asset Location Address
- Asset Supplier
- Asset Owner ID
- Business Unit ID
- Warranty Type
- Warranty Provider ID
- End of Life Date
- Warranty Start Date
- Warranty End Date
- Warranty Contact Phone
- Warranty Contact Email
- Warranty Notes
- Support Type
- Support Provider ID
- End of Support Date
- Support Start Date
- Support End Date
- Service Start Date
- Support Contact Phone
- Support Contact Email
- Support Notes
- Usage Status
- Asset Tag
- Asset Notes
- Original Cost
- Depreciation Schedule
- Estimated Salvage Value
- Financial Notes
- Manufacturer
- Parent Manufacturer Part Number
- Parent Serial Number
- Customer Part Number
- Manufacturer Part Number
- Hardware Model
- Sales Manager Name
- Sales Manager Email
- Additional Sales Email
- Contract Service Per Item
- Currency Name
- Currency Symbol
- New Hardware Selling Unit Price
- Manufacturer Currency Name
- Manufacturer Currency Symbol
- Manufacturer Warranty Unit Price
- Custom Field Template ID
- Custom Fields
- Custom Form Template ID
- Custom Form Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company IDRequired
- Contract TypeRequired
- NameRequired
- NumberRequired
- Parent Contract
- Customer ID
- Supplier ID
- Country Numeric CodeRequired
- StatusRequired
- Category IDRequired
- Description
- Business Unit ID
- Contract Start DateRequired
- Contract End DateRequired
- Notice Period
- Service Start Date
- End of Term Clause
- End of Term Action
- Timeline Notes
- Total Contract Spend/ValueRequired
- MRC
- NRC
- Expenditure Type
- CapEx (actual)
- OpEx (actual)
- Payment Terms
- Financing
- Financial Notes
- First Offer Value
- Cost Avoidance Value
- Contract Risk Value
- Custom Field Template ID
- Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyRequired
- Hardware ModelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyRequired
- Contract Name
- Contract Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company IDRequired
- Contract IDRequired
- NameRequired
- NumberRequired
- Customer ID
- Supplier ID
- Country Numeric Code
- Status
- Category ID
- Description
- Business Unit ID
- Contract Start Date
- Contract End Date
- Notice Period
- Service Start Date
- End of Term Clause
- End of Term Action
- Timeline Notes
- Total Contract Spend/Value
- MRC
- NRC
- Expenditure Type
- CapEx (actual)
- OpEx (actual)
- Payment Terms
- Financing
- Financial Notes
- Custom Field Template ID
- Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company ID
- Supplier IDRequired
- NameRequired
- Category ID
- Contact Person
- Contact Email
- Contact Type
- Address Line 1
- Address Line 2
- City
- State/Province
- Zip/Postal
- Country Numeric Code
- Phone
- Mobile
- Fax
- Website
- General Description
- Type
- Business Name
- Business Address Line 1
- Business Address Line 2
- Business City
- Business State/Province
- Business Zip/Postal Code
- Business Country Numeric Code
- EIN
- Financial Description
- NDA Signed
- NDA Signed Date
- MSA Signed
- MSA Signed Date
- Supplementary Description
- Additional Description
- Custom Field Template ID
- Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company IDRequired
- Usage StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyRequired
- Serial NumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Company IDRequired
- Category NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Hardware Model NameRequired
- CompanyRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Company IDRequired
- Usage StatusRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Company
- Country nameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Company IDRequired
- Serial NumberRequired
- NameRequired
- Contract ID
- Category ID
- Address
- State/Province
- City
- Country Numeric Code
- Location Description
- Asset Location Address
- Asset Supplier
- Asset Owner ID
- Business Unit ID
- Warranty Type
- Warranty Provider ID
- End of Life Date
- Warranty Start Date
- Warranty End Date
- Warranty Contact Phone
- Warranty Contact Email
- Warranty Notes
- Support Type
- Support Provider ID
- End of Support Date
- Support Start Date
- Support End Date
- Service Start Date
- Support Contact Phone
- Support Contact Email
- Support Notes
- Usage Status
- Asset Tag
- Asset Notes
- Original Cost
- Depreciation Schedule
- Estimated Salvage Value
- Financial Notes
- Manufacturer
- Parent Manufacturer Part Number
- Parent Serial Number
- Customer Part Number
- Manufacturer Part Number
- Hardware Model
- Sales Manager Name
- Sales Manager Email
- Additional Sales Email
- Contract Service Per Item
- Currency Name
- Currency Symbol
- New Hardware Selling Unit Price
- Manufacturer Currency Name
- Manufacturer Currency Symbol
- Manufacturer Warranty Unit Price
- Custom Field Template ID
- Custom Fields
- Custom Form Template ID
- Custom Form Fields
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Company IDRequired
- Category NameRequired
- CompanyRequired
- Category NameRequired
- Sub category (optional)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Hardware ModelRequired
- CompanyRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Company IDRequired
- Usage StatusRequired
- Usage StatusRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- Click Declined
Triggers when a recipient declined a clickwrap agreement.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Warning_text
- 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.- Warning_text
- 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.- Warning_text
- 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.- Warning_text
- 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.- Warning_text
- 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.- Warning_text
- 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
- Warning_text
- 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 - Warning_text
- 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.- Warning_text
- 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.- Warning_text
- 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.- Warning_text
- 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.- Warning_text
- 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. - 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 - CompanyRequired
- Category NameRequired
- Sub category (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company IDRequired
- NameRequired
- Category ID
- Contact Person
- Contact Email
- Contact Type
- Address Line 1
- Address Line 2
- City
- State/Province
- Zip/Postal Code
- Country Numeric Code
- Phone
- Mobile
- Fax
- Website
- General Description
- NDA Signed
- NDA Signed Date
- MSA Signed
- MSA Signed Date
- Supplementary Description
- Additional Description
- Custom Field Template ID
- Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company IDRequired
- NameRequired
- Category ID
- Contact Person
- Contact Email
- Contact Type
- Address Line 1
- Address Line 2
- City
- State/Province
- Zip/Postal Code
- Country Numeric Code
- Phone
- Mobile
- Fax
- Website
- General Description
- Type
- Business Name
- Business Address Line 1
- Business Address Line 2
- Business City
- Business State/Province
- Business Zip/Postal Code
- Business Country Numeric Code
- EIN
- Financial Description
- NDA Signed
- NDA Signed Date
- MSA Signed
- MSA Signed Date
- Supplementary Description
- Additional Description
- Custom Field Template ID
- Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company IDRequired
- Asset IDRequired
- NameRequired
- Contract ID
- Category ID
- Manufacturer
- Serial Number
- Address
- City
- Country Numeric Code
- Location Description
- Asset Owner ID
- Business Unit ID
- Warranty Type
- Warranty Provider ID
- End of Life Date
- Warranty Start Date
- Warranty End Date
- Warranty Contact Phone
- Warranty Contact Email
- Warranty Notes
- Support Type
- Support Provider ID
- Asset Supplier
- End of Support Date
- Support Start Date
- Support End Date
- Support Contact Phone
- Support Contact Email
- Support Notes
- Usage Status
- Asset Tag
- Asset Notes
- Original Cost
- Service Start Date
- Depreciation Schedule
- Estimated Salvage Value
- Financial Notes
- Customer Part Number
- Manufacturer Part Number
- Hardware Model
- Sales Manager Name
- Sales Manager Email
- Additional Sales Email
- Contract Service per Item
- Asset Location Address
- Currency Name
- Currency Symbol
- New Hardware Selling Unit Price
- Manufacturer Currency Name
- Manufacturer Currency Symbol
- Manufacturer Warranty Unit Price
- Custom Field Template ID
- Custom Form Template ID
- Custom Fields
- Custom Form Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company ID
- Customer IDRequired
- NameRequired
- Category ID
- Contact Person
- Contact Email
- Contact Type
- Address Line 1
- Address Line 2
- City
- State/Province
- Zip/Postal
- Country Numeric Code
- Phone
- Mobile
- Fax
- Website
- General Description
- NDA Signed
- NDA Signed Date
- MSA Signed
- MSA Signed Date
- Supplementary Description
- Additional Description
- Custom Field Template ID
- Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company IDRequired
- File URLRequired
- MultiFileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyRequired
- Contract NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Company IDRequired
- Asset NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Company IDRequired
- Customer NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Company IDRequired
- Supplier NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- CompanyRequired
- Serial NumberRequired
- Manufacturer Name (optional)
ActionThis is an event a Zap performs.SearchFind existing data in your app- Company IDRequired
- NameRequired
- Contract TypeRequired
- NumberRequired
- Parent Contract
- Customer ID
- Supplier ID
- Country Numeric CodeRequired
- StatusRequired
- Category IDRequired
- Description
- Business Unit ID
- Contract Start DateRequired
- Contract End DateRequired
- Notice Period
- Service Start Date
- End of Term Clause
- End of Term Action
- Timeline Notes
- Total Contract Spend/ValueRequired
- MRC
- NRC
- Expenditure Type
- CapEx (actual)
- OpEx (actual)
- Payment Terms
- Financing
- Financial Notes
- First Offer Value
- Cost Avoidance Value
- Contract Risk Value
- Custom Field Template ID
- Custom Fields
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Company IDRequired
- Asset NameRequired
- NameRequired
- Contract ID
- Category ID
- Serial Number
- Address
- State/Province
- City
- Country Numeric Code
- Location Description
- Asset Location Address
- Asset Supplier
- Asset Owner ID
- Business Unit ID
- Warranty Type
- Warranty Provider ID
- End of Life Date
- Warranty Start Date
- Warranty End Date
- Warranty Contact Phone
- Warranty Contact Email
- Warranty Notes
- Support Type
- Support Provider ID
- End of Support Date
- Support Start Date
- Support End Date
- Service Start Date
- Support Contact Phone
- Support Contact Email
- Support Notes
- Usage Status
- Asset Tag
- Asset Notes
- Original Cost
- Depreciation Schedule
- Estimated Salvage Value
- Financial Notes
- Manufacturer
- Parent Manufacturer Part Number
- Parent Serial Number
- Customer Part Number
- Manufacturer Part Number
- Hardware Model
- Sales Manager Name
- Sales Manager Email
- Additional Sales Email
- Contract Service Per Item
- Currency Name
- Currency Symbol
- New Hardware Selling Unit Price
- Manufacturer Currency Name
- Manufacturer Currency Symbol
- Manufacturer Warranty Unit Price
- Custom Field Template ID
- Custom Fields
- Custom Form Template ID
- Custom Form Fields
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Company IDRequired
- NameRequired
- Category ID
- Contact Person
- Contact Email
- Contact Type
- Address Line 1
- Address Line 2
- City
- State/Province
- Zip/Postal Code
- Country Numeric Code
- Phone
- Mobile
- Fax
- Website
- General Description
- NDA Signed
- NDA Signed Date
- MSA Signed
- MSA Signed Date
- Supplementary Description
- Additional Description
- Custom Field Template ID
- Custom Fields
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Company IDRequired
- NameRequired
- Category ID
- Contact Person
- Contact Email
- Contact Type
- Address Line 1
- Address Line 2
- City
- State/Province
- Zip/Postal Code
- Country Numeric Code
- Phone
- Mobile
- Fax
- Website
- General Description
- Type
- Business Name
- Business Address Line 1
- Business Address Line 2
- Business City
- Business State/Province
- Business Zip/Postal Code
- Business Country Numeric Code
- EIN
- Financial Description
- NDA Signed
- NDA Signed Date
- MSA Signed
- MSA Signed Date
- Supplementary Description
- Additional Description
- Custom Field Template ID
- Custom Fields
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Company IDRequired
- Serial NumberRequired
- Manufacturer
- NameRequired
- Contract ID
- Category ID
- Address
- State/Province
- City
- Country Numeric Code
- Location Description
- Asset Location Address
- Asset Supplier
- Asset Owner ID
- Business Unit ID
- Warranty Type
- Warranty Provider ID
- End of Life Date
- Warranty Start Date
- Warranty End Date
- Warranty Contact Phone
- Warranty Contact Email
- Warranty Notes
- Support Type
- Support Provider ID
- End of Support Date
- Support Start Date
- Support End Date
- Service Start Date
- Support Contact Phone
- Support Contact Email
- Support Notes
- Usage Status
- Asset Tag
- Asset Notes
- Original Cost
- Depreciation Schedule
- Estimated Salvage Value
- Financial Notes
- Parent Manufacturer Part Number
- Parent Serial Number
- Customer Part Number
- Manufacturer Part Number
- Hardware Model
- Sales Manager Name
- Sales Manager Email
- Additional Sales Email
- Contract Service Per Item
- Currency Name
- Currency Symbol
- New Hardware Selling Unit Price
- Manufacturer Currency Name
- Manufacturer Currency Symbol
- Manufacturer Warranty Unit Price
- Custom Field Template ID
- Custom Fields
- Custom Form Template ID
- Custom Form Fields
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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Connect Docusign and Strev 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

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Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation
