WordPress + DocuSign Integrations

How to connect WordPress + DocuSign

Zapier lets you send info between WordPress and DocuSign automatically—no code required. With 5,000+ supported apps, the possibilities are endless.

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Create new WordPress posts from new DocuSign folders
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WordPress + DocuSign

Create new WordPress posts from new DocuSign folders

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Create DocuSign signature requests for updated WordPress posts

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WordPress + DocuSign

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Supported triggers and actions

What does this mean?

- Status
Trigger
Scheduled
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- Post Status
- Post Type
Trigger
Scheduled
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New User
Triggers when a new user is created.
Trigger
Scheduled
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- Post TypeRequired
Action
Write
- EmailRequired
- UsernameRequired
- PasswordRequired
- First Name
- Last Name
- Name
  Display name for the user
- Nickname
- Description
- Website
- Role
Action
Write

- Api Docs Info
  API docs for WordPress are located here https://developer.wordpress.org/rest-api/
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- Status
  Triggers on both sent and completed envelopes if no option selected.
- Download form data?
  Should this trigger pull in form data? To work, the Sending Setting "Allow sender to download form data" must be enabled for the account in Docusign here
Trigger
Scheduled
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- Template IdRequired
- Email Subject
  Subject line of email. Overrides template setting
- Email Blurb
  Email message to recipient. Overrides template setting.
- Recipient Email
- Recipient Name
- Recipient Role
  Choose role as defined on template or use a custom value
Action
Write
- Api Docs Info
  API docs for DocuSign are located here https://developers.docusign.com/
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write

New Media
Triggers when a new media is uploaded.
Trigger
Scheduled
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- Post Status
- Post Type
Trigger
Scheduled
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- FileRequired
- Post
  Automatically assign this attachment to an existing post.
- Filename
  Provide a filename with the file extension. Note that spaces in the filename are changed to hyphen (e.g. zapier-test-file.txt).
- Title
- Author
- Caption
  Uses the WordPress Text Editor which supports HTML.
- Description
  Uses the WordPress Text Editor which supports HTML.
- Alt Text
  Alternative text to display when attachment is not displayed.
- Comment Status
  Whether or not comments are open on the media.
- Ping Status
  Whether or not the media can be pinged.
Action
Write
- Post TypeRequired
Action
Write
- Owner
  Determines which App Extensions will appear in the dropdown below.
- App ExtensionRequired
Action
Write
- TitleRequired
Action
Search
New Folder
Triggers when a new folder is created.
Trigger
Scheduled
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- Owner
  Determines which App Extensions will appear in the dropdown below.
- App ExtensionRequired
Action
Write

How WordPress + DocuSign Integrations Work

Step 1: Authenticate WordPress and DocuSign.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect WordPress + DocuSign

WordPress Tutorials

About WordPress

WordPress is web software you can use to create a beautiful website or blog. Nearly 20% of the top 10 million websites and over 60 million people have chosen WordPress to power the place on the web they call "home".

Related categories

About DocuSign

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

Related categories

Signatures

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WordPress + DocuSign Integrations

How to connect WordPress + DocuSign

Create new WordPress posts from new DocuSign folders

Create DocuSign signature requests for updated WordPress posts

Create signature requests in DocuSign for new WordPress posts

Create new WordPress posts from new DocuSign folders

Create DocuSign signature requests for updated WordPress posts

Create signature requests in DocuSign for new WordPress posts

Connect your apps and automate workflows

New Comment

Status

New Post

Post Status

Post Type

New User

Create Post

Post TypeRequired

Create User

EmailRequired

UsernameRequired

PasswordRequired

First Name

Last Name

Name

Nickname

Description

Website

Role

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Envelope Sent or Completed

Status

Download form data?

Create Signature Request

Template IdRequired

Email Subject

Email Blurb

Recipient Email

Recipient Name

Recipient Role

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

New Media

Updated Post

Post Status

Post Type

Upload Media

FileRequired

Post

Filename

Title

Author

Caption

Description

Alt Text

Comment Status

Ping Status

Update Post

Post TypeRequired

App Extensions (Beta)

Owner

App ExtensionRequired

Find Post

TitleRequired

New Folder

App Extensions (Beta)

Owner

App ExtensionRequired