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Quickly connect Docusign to WordPress with a Zapier template.

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Create new WordPress posts from new DocuSign folders
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Docusign + WordPress
Create DocuSign signature requests for updated WordPress posts
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WordPress + Docusign
Create DocuSign api requests for new WordPress posts
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WordPress + Docusign
Create signature requests in DocuSign for new WordPress posts
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WordPress + Docusign
Send envelope templates in DocuSign when new users join in WordPress
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WordPress + Docusign
Send envelopes using documents in DocuSign for new posts in WordPress
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WordPress + Docusign

Create new WordPress posts from new DocuSign folders

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Docusign + WordPress

Create DocuSign signature requests for updated WordPress posts

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WordPress + Docusign

Create DocuSign api requests for new WordPress posts

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WordPress + Docusign

Create signature requests in DocuSign for new WordPress posts

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WordPress + Docusign

Send envelope templates in DocuSign when new users join in WordPress

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WordPress + Docusign

Send envelopes using documents in DocuSign for new posts in WordPress

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WordPress + Docusign

Create new WordPress posts when DocuSign envelope statuses get updated
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Docusign + WordPress
Trigger new DocuSign envelopes from newly added WordPress users
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WordPress + Docusign

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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 "Upload Media" in WordPress.

You’re connected!

Zapier seamlessly connects Docusign and WordPress, 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.
Trigger
Instant
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- Events to Monitor
  Required
Trigger
Instant
Try It
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
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- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
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- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
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- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
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New Navigator Agreement (For IAM Plans)
Triggers when a new Navigator agreement is created. Only available for Docusign IAM Plans.
Trigger
Polling
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Maestro Workflow Completed (For IAM Plans)
Triggers when a Maestro workflow completes. Only available for Docusign IAM Plans.
Trigger
Instant
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Maestro Workflow Started (For IAM Plans)
Triggers when a Maestro workflow starts. Only available for Docusign IAM Plans.
Trigger
Instant
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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.
Trigger
Instant
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New Folder
Triggers when a new folder is created.
Trigger
Polling
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New User Added to Workspace (For IAM Plans)
Triggers when a new user is added to a workspace. Only available for Docusign IAM Plans.
Trigger
Polling
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- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
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SMS Opt-Out
Triggers when a recipient opted out of receiving SMS notifications for an envelope.
Trigger
Instant
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Template Deleted
Triggers when a template is deleted.
Trigger
Instant
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Workspace Documents (For IAM Plans)
Fetches documents from a workspace for selection. Only available for Docusign IAM Plans.
Trigger
Polling
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- Bulk List ID
  Required
- Role Name
  Required
- Name
  Required
- Email
  Required
Action
Write
- Bulk List ID
  Required
- Template
  Required
Action
Write
- Template
  Required
- Email Subject
- Email Blurb
- Recipient Email
- Recipient Name
- Recipient Role
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
Delete Document From Workspace (For IAM Plans)
Removes a document from a workspace permanently. Only available for Docusign IAM Plans.
Action
Write
- Brand ID
- Email Subject
- Email Body
Action
Write
- Envelope ID
  Required
Action
Write
- Template ID
  Required
Action
Write
Find Documents in Workspace (For IAM Plans)
Lists and searches documents within a specific workspace. Only available for Docusign IAM Plans.
Action
Write
Navigator Query Result (For IAM Plans)
Fetches a list of detailed agreements based on a query. Only available for Docusign IAM Plans.
Action
Write
Resume Maestro Workflow Instance (For IAM Plans)
Resumes a paused workflow instance. Only available for Docusign IAM Plans.
Action
Write
List Envelopes in Workspace (For IAM Plans)
Lists all envelopes created from a workspace. Only available for Docusign IAM Plans.
Action
Write
- Webform
  Required
- Link Type
  Required
Action
Write
Revoke Workspace User Access (For IAM Plans)
Removes a user's access to a workspace. Only available for Docusign IAM Plans.
Action
Write
- Bulk List ID
  Required
- Template
  Required
Action
Write
Update Workspace User (For IAM Plans)
Updates a user's role or status in a workspace. Only available for Docusign IAM Plans.
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Find Navigator Agreement (For IAM Plans)
Finds Navigator agreements that match the search criteria. Only available for Docusign IAM Plans.
Action
Search
- Status
Trigger
Polling
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- Post_status
- Post_type
Trigger
Polling
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Updated User
Triggers when a user is updated.
Trigger
Instant
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- File
  Required
- Post
- Filename
- Title
- Author
- Caption
- Description
- Alt_text
- Comment_status
- Ping_status
Action
Write
- Post_type
  Required
Action
Write
- User ID
  Required
- Email
- First_name
- Last_name
- Name
- Nickname
- Description
- Website
- Role
- Meta
Action
Write
- Title
  Required
Action
Search
- Copy_search_keyword
- Search Keyword
  Required
- Email
  Required
- Username
  Required
- Password
  Required
- First_name
- Last_name
- Name
- Nickname
- Description
- Website
- Role
Action
Search or write

Click Declined
Triggers when a recipient declined a clickwrap agreement.
Trigger
Instant
Try It
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
Updated Navigator Agreement (For IAM Plans)
Triggers when an existing Navigator agreement is updated. Only available for Docusign IAM Plans.
Trigger
Polling
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Maestro Workflow Failed (For IAM Plans)
Triggers when a Maestro workflow fails. Only available for Docusign IAM Plans.
Trigger
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.
Trigger
Instant
Try It
- Polling Interval
- Status
- Return only envelopes I created?
- Add certificate of completion?
- Include documents?
- Include recipients?
- Include custom fields?
- Download form data?
Trigger
Polling
Try It
New Workspace (For IAM Plans)
Triggers when a new workspace is created. Only available for Docusign IAM Plans.
Trigger
Polling
Try It
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
SMS Opt-In
Triggers when a recipient opted in to receiving SMS notifications for an envelope.
Trigger
Instant
Try It
Template Created
Triggers when a template is created.
Trigger
Instant
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Template Modified
Triggers when a template is modified.
Trigger
Instant
Try It
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.
Action
Write
Add User to Workspace (For IAM Plans)
Adds a user to a workspace with specified permissions. Only available for Docusign IAM Plans.
Action
Write
- List Name
  Required
- Role Name
  Required
- Name
  Required
- Email
  Required
Action
Write
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.
Action
Write
Create Workspace (For IAM Plans)
Creates a new workspace for organizing documents, participants, and agreement workflows. Only available for Docusign IAM Plans.
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
Find Workspaces (For IAM Plans)
Searches for workspaces by name. Only available for Docusign IAM Plans.
Action
Write
Cancel Maestro Workflow Instance (For IAM Plans)
Cancels a running workflow instance. Only available for Docusign IAM Plans.
Action
Write
Pause Maestro Workflow Instance (For IAM Plans)
Pauses a running workflow instance. Only available for Docusign IAM Plans.
Action
Write
Trigger Maestro Workflow (For IAM Plans)
Triggers a Maestro workflow. Only available for Docusign IAM Plans.
Action
Write
List Users in Workspace (For IAM Plans)
Lists all users in a workspace with their roles and permissions. Only available for Docusign IAM Plans.
Action
Write
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.
Action
Write
- Template
  Required
- Render Template Tabs
  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
- Envelope ID
  Required
- Void Reason
  Required
Action
Write
Find Maestro Workflow (For IAM Plans)
Finds Maestro workflows that match the search criteria. Only available for Docusign IAM Plans.
Action
Search
Find Maestro Workflow Instance (For IAM Plans)
Finds Maestro workflow instances for a specific workflow. Only available for Docusign IAM Plans.
Action
Search
New Media
Triggers when a new media is uploaded.
Trigger
Polling
Try It
- Post_types
- Post_statuses
- Trigger only when state changes?
Trigger
Instant
Try It
New User
Triggers when a new user is created.
Trigger
Polling
Try It
- Post_type
  Required
Action
Write
- Email
  Required
- Username
  Required
- Password
  Required
- First_name
- Last_name
- Name
- Nickname
- Description
- Website
- Role
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Copy_search_keyword
- Search Keyword
  Required
Action
Search

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Practical ways you can use Docusign and WordPress

Track document completions from DocuSign on WordPress.

When an envelope is completed in DocuSign, Zapier can automatically create a new post on WordPress summarizing the completed document's details. This process keeps stakeholders informed and eliminates the need for repetitive manual updates.

Business Owner

Try it

Notify about new DocuSign envelopes in WordPress.

When a new envelope is completed in DocuSign, Zapier can create a new post in WordPress to inform the relevant users. This automation ensures that everyone stays updated on document statuses without manually sharing updates.

Try it

Learn how to automate Docusign on the Zapier blog

Learn how to automate WordPress on the Zapier blog

Make work flow with AI

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

Learn about AI automation

Frequently Asked Questions about Docusign + WordPress integrations

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

How do I integrate DocuSign with WordPress?

You can integrate DocuSign with WordPress using a plugin specifically designed for this purpose. After installing and activating the plugin, you will need to authenticate your DocuSign account. Then, you can create triggers such as sending documents for signatures directly from your WordPress site whenever a form is submitted.

What plugins are recommended for integrating DocuSign with WordPress?

We recommend using plugins like WP E-Signature, Contact Form 7 Docusign Envelope Creator, or Gravity Forms Docusign Add-On. These plugins facilitate interactions such as creating envelopes and sending documents upon specific form submissions.

Can I customize the signing process when integrating DocuSign with WordPress?

Yes, you can customize the signing process by configuring the relevant settings within your chosen integration plugin. This allows you to tailor actions such as which documents are sent for signature based on specific trigger events in your WordPress site.

Is it possible to automate sending documents for signature from WordPress?

Absolutely! By setting up automated workflows using triggers in your integration plugin, documents can be automatically sent for signature when specific conditions or actions occur on your WordPress site, like after a form submission.

How secure is the data transfer between DocuSign and WordPress?

The data transfer between DocuSign and WordPress through our recommended plugins follows stringent security protocols. It ensures encrypted transmission of documents and legal compliance throughout the signature processes.

What kind of support is available if I encounter issues integrating DocuSign with my WordPress site?

We offer comprehensive support through various channels including user guides, community forums, and direct customer support services to assist you in troubleshooting any integration issues between DocuSign and WordPress.

Can I track document signing status directly from my WordPress Dashboard?

Yes, once integrated using appropriate plugins, the status of emailed envelopes can be tracked directly from your WordPress Dashboard. You'll be notified about actions like document opening or completion.

About Docusign

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

Learn moreLearn moreHelpHelp

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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".

HelpHelp

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Connect Docusign and WordPress to unlock the power of automation

Set up your first integration

Create new WordPress posts from new DocuSign folders

Create DocuSign signature requests for updated WordPress posts

Create DocuSign api requests for new WordPress posts

Create signature requests in DocuSign for new WordPress posts

Send envelope templates in DocuSign when new users join in WordPress

Send envelopes using documents in DocuSign for new posts in WordPress

Create new WordPress posts from new DocuSign folders

Create DocuSign signature requests for updated WordPress posts

Create DocuSign api requests for new WordPress posts

Create signature requests in DocuSign for new WordPress posts

Send envelope templates in DocuSign when new users join in WordPress

Send envelopes using documents in DocuSign for new posts in WordPress

Create new WordPress posts when DocuSign envelope statuses get updated

Trigger new DocuSign envelopes from newly added WordPress users

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 WordPress

Track document completions from DocuSign on WordPress.

Notify about new DocuSign envelopes in WordPress.

Learn how to automate Docusign on the Zapier blog

5 ways to automate DocuSign with Zapier

Learn how to automate WordPress on the Zapier blog

How to integrate Mailchimp with WordPress

How to connect Google Sheets to WordPress

5 ways to automate WordPress

Make work flow with AI

Frequently Asked Questions about Docusign + WordPress integrations

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