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Choose a Trigger

Choose an Action

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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 "Signing Form Completed" from DocuSeal.

Add your action

An action happens after the trigger—such as "Create or Update a Person" in Customer.io.

You’re connected!

Zapier seamlessly connects DocuSeal and Customer.io, 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.

Signing Form Completed
Triggers when a signing form is completed.
Trigger
Instant
Try It
- Submission Name
- Variables
- Send Email
- Send SMS
- Select number of documents
  Required
- Select number of signers
  Required
- Email Subject
- Email Body
- Template IDs
- Signers Order
- BCC Email Address
- Reply To Email Address
- Redirect URL
- Expire At
- Merge Documents
Action
Write
- Submission Name
- Send Email
- Send SMS
- Select number of documents
  Required
- Select number of signers
  Required
- Email Subject
- Email Body
- Template IDs
- Signers Order
- BCC Email Address
- Reply To Email Address
- Redirect URL
- Expire At
- Flatten
- Merge Documents
- Remove Tags
Action
Write
- Id
  Required
- Email Address
- Attributes
Action
Write
- Id
  Required
- Event Name
  Required
- Event Data
Action
Write

Submission Completed
Triggers when a submission is completed by all parties. This means that all parties have signed the document.
Trigger
Instant
Try It
- Submission Name
- Send Email
- Send SMS
- Select number of documents
  Required
- Select number of signers
  Required
- Email Subject
- Email Body
- Template IDs
- Signers Order
- BCC Email Address
- Reply To Email Address
- Redirect URL
- Expire At
- Merge Documents
Action
Write
- Template
  Required
- Send Email
- Send SMS
- Email Subject
- Email Body
- Submitters Order
- BCC Email Address
- Reply To Email Address
- Redirect URL
- Expire At
Action
Write
- Anonymous Event Name
  Required
- Anonymous ID
  Required
- Anonymous Event Data
Action
Write

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

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About DocuSeal

DocuSeal is an open-source platform for electronic document signing and management, offering secure, legally compliant digital transactions.

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Related categories

Signatures

About Customer.io

With Customer.io you can send email, SMS, and push based on what people do or don't do in your app.