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Set up your first integration
Quickly connect Docusign to WooCommerce with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate Docusign with WooCommerce - no code necessary. See how you can get setup in minutes.
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 Coupon" in WooCommerce.
You’re connected!
Zapier seamlessly connects Docusign and WooCommerce, 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 ItTriggerInstant - Events to MonitorRequired
Try ItTriggerInstant- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerInstant- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerInstant
- Click Declined
Triggers when a recipient declined a clickwrap agreement.
Try ItTriggerInstant - Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerInstant- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerInstant- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerInstant
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Practical ways you can use Docusign and WooCommerce
Send contract updates to the eCommerce system
When a DocuSign envelope is completed, Zapier will automatically update your WooCommerce store by creating a corresponding order or subscription. This ensures all necessary eCommerce transactions are recorded when contracts or agreements are finalized.
Business Owner
Sync contract status to WooCommerce
When a new template is created in DocuSign, Zapier can automatically create or update products in WooCommerce. This keeps product listings or service options in alignment with newly approved templates.
ITTrack signed documents in eCommerce software
Once a recipient has signed and completed an agreement in DocuSign, Zapier will automatically log it as a new relevant customer order in WooCommerce. This provides better visibility into project progress tied to deliverables and orders.
Project ManagementLearn how to automate Docusign on the Zapier blog
Learn how to automate WooCommerce on the Zapier blog
Frequently Asked Questions about Docusign + WooCommerce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Docusign and WooCommerce
How can I integrate DocuSign with WooCommerce?
To integrate DocuSign with WooCommerce, you can use a connector like Zapier that provides triggers and actions. Start by selecting WooCommerce as the trigger app and choose a trigger event like 'New Order.' Next, select DocuSign as the action app and choose an event such as 'Create Signature Request.' This integration allows automated workflows between the two platforms.
What is required to start integrating DocuSign with WooCommerce using Zapier?
To begin integrating, you'll need active accounts on both WooCommerce and DocuSign. Additionally, you must create a Zapier account if you don't have one already. Once set up, connect your WooCommerce store and your DocuSign account to Zapier to configure your desired triggers and actions.
Can I trigger a document signing request in DocuSign automatically when an order is placed in my WooCommerce store?
Yes, our integration setup allows for automatic triggering of document signing requests in DocuSign whenever a new order is placed in your WooCommerce store. By selecting the appropriate trigger ('New Order' in WooCommerce), you can link it to an action ('Create Signature Request' in DocuSign) for seamless automation.
Are there customization options available when sending documents via DocuSign through this integration?
Absolutely. You can customize the documents being sent via DocuSign by specifying templates or modifying field values at the time of setting up the action event ('Create Signature Request') within our integration tool. This ensures that each signed document meets specific requirements or branding standards.
How do I test if my trigger between WooCommerce and DocuSign is working correctly?
We recommend conducting several trial runs by placing test orders in your WooCommerce store after setting up a workflow. Ensure that each test triggers the desired action in DocuSign such as creating or sending a signature request. Monitoring these tests helps confirm successful connectivity and functionality between both applications.
What should I do if my integration between WooCommerce and Docusign fails?
If there's a failure in the integration workflow, first check each app’s connection status within your Zapier account. Ensure both apps are correctly linked through valid API credentials. Review any error messages provided by Zapier which often indicate what might be wrong (e.g., incorrect field mapping) so you can make necessary adjustments.
Is it possible to send different types of documents using this integration depending on specific criteria?
Yes, it is possible to send various types of documents from DocuSign depending on certain conditions met within your WooCommerce store orders. By using filters or paths on Zapier before reaching the final action step, different templates or document content may be dispatched based on order details like product type or customer category.
