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Docusign
Docusign
1. Choose trigger event
Karlia
Karlia
2. Choose action
1. Select the event
Setup
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Docusign
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 "Create Contact" in Karlia.
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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.- Envelope Corrected
Triggers when an envelope is corrected.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Envelope Declined
Triggers when an envelope is declined.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Envelope Delivered
Triggers when an envelope is delivered.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Envelope Purge
Triggers when an envelope is purged.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Envelope Sent
Triggers when an envelope is sent.
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. - Status
- Return only envelopes I created?
- Add certificate of completion?
- Download form data?
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Recipient Authentication Failed
Triggers when a recipient failed an authentication check. If they had multiple attempts to pass a check, they failed all the attempts.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Recipient Completed
Triggers when a recipient signed or completed their actions for an envelope.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Recipient Delegated
Triggers when a delegation rule is in place and an envelope is sent to a delegated signer.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Recipient Marked to Finish Later
Triggers when a recipient selected OTHER ACTIONS > Finish Later for an envelope.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Recipient Resent
Triggers when an envelope was resent to a specific recipient.
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. - 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.- 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.- WebformRequired
- Link TypeRequired
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.- Envelope IDRequired
- Void ReasonRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
New CustomerTriggers when a new customer is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Delete Customer
Triggers when a customer is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Supplier
Triggers when a supplier is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Delete Contact
Triggers when a contact is delete.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Opportunity
Triggers when an opportunity is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Opportunity Column Number
Triggers when a column number of an opportunity is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Quote
Triggers when a new quote is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Delete Quote
Triggers when a quote is deleted
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Order
Triggers when a order is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Delivery
Triggers when a new delivery is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Delete Delivery
Triggers when a delivery is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Invoice
Triggers when an invoice is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Product
Triggers when a new product is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Delete Product
Triggers when a product is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Equipment
Triggers when an equipment is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Purchase
Triggers when a new purchase is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Delete Purchase
Triggers when a purchase is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Supplier Order
Triggers when a supplier order is updated..
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Suppler Delivery
Triggers when a new supplier delivery is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Delete Supplier Delivery
Triggers when a supplier delivery is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Supplier Invoice
Triggers when a supplier invoice is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Event
Triggers when a new event is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Delete Event
Triggers when an event is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Note
Triggers when a note is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Task
Triggers when a new task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Delete Task
Triggers when a task is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Time
Triggers when a time is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Project
Triggers when a new project is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Delete Project
Triggers when a project is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Project Task
Triggers when a project task is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Project Task Column Number
Triggers when a column number of a project task is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Project Subtask
Triggers when a new project subtask is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Project Subtask Status
Triggers when a project subtask status is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Ticket
Triggers when a new ticket is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Ticket Status
Triggers when a ticket status is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Customer / SupplierRequired
- Civility
- Firstname
- LastnameRequired
- Position Title
- Email
- Phone
- Mobile
- Description
- Client Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Type
- Do you want to add the document in a new opportunity ?Required
- Proposal description
- Status
- Title
- Document date
- Customer reference
- Description
- Payment by Stripe
- Document template
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- UserRequired
- Customer / Supplier
- Opportunity
- Type
- Project
- Start Date
- End Date
- Title
- Description
- Privacy
- Visibility in the agenda
- Used in times
- Time Type
- Billable Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- UserRequired
- Customer / Supplier
- Opportunity
- Project
- Date
- Title
- Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- Reference
- Category
- Description
- Sales price HT
- VAT
- Unit
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- TitleRequired
- Section
- Starting date
- Due date
- Time estimated
- User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Phone
- Mobile
- Email
- Address
- ZIP Code
- City
- Country
- Client Manager
- Do you want more options ?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Pipeline
- Title
- Priority
- Group
- User assigned
- Skill
- Customer
- Contact
- Opportunity
- Project
- Equipment
- User shared
- Do you want more options ?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Is it a Customer Contact or a Supplier Contact?Required
- ContactRequired
- Custom FieldRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- EquipmentRequired
- Custom FieldRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- Custom field
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Ticket
- Custom field
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Quick Search
- Prospect
- Type
- Status
- Phone
- Mobile
- Email
- Address
- ZIP Code
- City
- Country
- Client Manager
- Do you want more options ?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DocumentRequired
- Status
- Title
- Document date
- Expiration date
- Payment condition
- Customer reference
- Description
- Payment by Stripe
- Document template
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- UserRequired
- Customer / Supplier
- Opportunity
- Type
- Project
- Start Date
- End Date
- Title
- Description
- Privacy
- Visibility in the agenda
- Used in times
- Time Type
- Billable Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- UserRequired
- Customer / Supplier
- Opportunity
- Project
- Date
- Title
- Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProductRequired
- Title
- Reference
- Category
- Description
- Sales price HT
- VAT
- Unit
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- Title
- Status
- Section
- Starting date
- Due Date
- Time estimated
- User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SupplierRequired
- Name
- Phone
- Mobile
- Email
- Address
- ZIP Code
- City
- Country
- Client Manager
- Do you want more options ?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TicketRequired
- Title
- Priority
- Group
- User assigned
- Skill
- Customer
- Contact
- Opportunity
- Project
- Equipment
- User shared
- Do you want more options ?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Do you want an advanced search ?
ActionThis is an event a Zap performs.SearchFind existing data in your app- Do you want an advanced search ?
ActionThis is an event a Zap performs.SearchFind existing data in your app- idRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- idRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- idRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- idRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- idRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- id_projectRequired
- idRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- idRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Do you want an advanced search ?
- Customer / SupplierRequired
- Civility
- Firstname
- LastnameRequired
- Position Title
- Email
- Phone
- Mobile
- Description
- Client Number
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- Search by Customer or Supplier
- And/or Status
- And/or Condition
- And/or Title
- PipelineRequired
- CustomerRequired
- Title
- Step
- Client Manager
- Status
- Condition
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. - Envelope Completed
Triggers when an envelope is completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Envelope Created
Triggers when an envelope is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Envelope Deleted
Triggers when an envelope is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Envelope Discard
Triggers when an envelope is discarded.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Envelope Resent
Triggers when an envelope is resent.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Envelope Voided
Triggers when an envelope is voided.
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 - Recipient Autoresponded
Triggers when a recipient’s email account sent an automated response to an envelope notification.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Recipient Declined
Triggers when a recipient declined to sign.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Recipient Delivered
Triggers when a recipient viewed the documents through the DocuSign signing website. This event does not signify email or SMS delivery of an envelope.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Recipient Reassigned
Triggers when a recipient reassigned an envelope.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Recipient Sent
Triggers when a notification that it's their turn to sign was sent to the recipient.
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. - 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.- 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.- 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.- 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.- 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 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.- 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.- Update Customer
Triggers when a customer is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Supplier
Trigger when a new supplier is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Delete Supplier
Triggers when a supplier is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Contact
Triggers when a contact is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Opportunity
Triggers when a new opportunity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Opportunity Status
Triggers when an opportunity status is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Delete Opportunity
Triggers when an opportunity is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Quote
Triggers when a quote is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Order
Triggers when a new order is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Delete Order
Triggers when an order is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Delivery
Triggers when a delivery is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Delete Invoice
Triggers when an invoice is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Product
Triggers when a product is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Equipment
Triggers when a new equipment is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Delete Equipment
Triggers when an equipement is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Purchase
Triggers when a purchase is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Supplier Order
Triggers when a new supplier order is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Delete Supplier Order
Triggers when a supplier order is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Supplier Delivery
Triggers when a supplier delivery is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Supplier Invoice
Triggers when a new supplier invoice is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Delete Supplier Invoice
Triggers when a supplier invoice is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Event
Triggers when an event is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Delete Note
Triggers when a note is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Task
Triggers when a task is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Time
Triggers when a new time is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Delete Time
Triggers when a time is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Project
Triggers when a project is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Project Task
Triggers when a new project task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Project Task Status
Triggers when a project task status is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Delete Project Task
Triggers when a project task is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Project Subtask
Triggers when a project subtask is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Delete Project Subtask
Triggers when a project subtask is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Ticket
Triggers when a ticket is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Delete Ticket
Triggers when a ticket is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - TypeRequired
- Status
- Phone
- Mobile
- Email
- Address
- ZIP code
- City
- Country
- Client Manager
- Do you want more options ?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- Reference
- Description
- Serial number
- Customer
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Supplier
- Status
- Reference
- Expense date
- Due date
- Description
- Chart of accounts
- Total HT
- VAT
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PipelineRequired
- CustomerRequired
- Title
- Step
- Client Manager
- Status
- Condition
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- UserRequired
- Columns
- Customer / Supplier
- Opportunity
- Starting date
- Due date
- Status
- Condition
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- TitleRequired
- Column number
- Description
- Priority
- Starting date
- Due Date
- Time estimated
- User
- Customer / Supplier
- Opportunity
- Condition
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- UserRequired
- Customer / Supplier
- Opportunity
- Type
- Project
- Start Date
- End Date
- Title
- Description
- Privacy
- Visibility
- Used in times
- Time type
- Billable Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- UserRequired
- Project
- Customer / Supplier
- Opportunity
- Type
- Billable time
- Date
- Time done
- Planned time
- Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CustomerRequired
- Custom FieldRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Opportunity
- Custom Field
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Supplier
- Custom Field
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ContactRequired
- Civility
- Firstname
- Lastname
- Position Title
- Email
- Phone
- Mobile
- Description
- Client Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CustomerRequired
- Type
- Status
- Phone
- Mobile
- Email
- Address
- ZIP Code
- City
- Country
- Client Manager
- Do you want more options ?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- EquipmentRequired
- Title
- Reference
- Serial Number
- Customer
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ExpenseRequired
- Supplier
- Status
- Reference
- Expense date
- Due date
- Description
- Chart of accounts
- Total HT
- VAT
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OpportunityRequired
- Pipeline
- Title
- Step
- Client Manager
- Status
- Condition
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- title
- User
- Columns
- Customer / Supplier
- Opportunity
- Starting date
- Due Date
- Status
- Condition
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- Title
- Column number
- Descritpion
- Priority
- Starting Date
- Due date
- Time estimated
- User
- Customer / Supplier
- Opportunity
- Condition
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- UserRequired
- Customer / Supplier
- Opportunity
- Type
- Project
- Start Date
- End Date
- Title
- Description
- Privacy
- Visibility
- Used in times
- Time Types
- Billable Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Do you want an advanced search ?
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search by Customer or Supplier
- And/or Status
- And/or Condition
- And/or Title
ActionThis is an event a Zap performs.SearchFind existing data in your app- idRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- idRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- idRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- idRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- idRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- id_projectRequired
- id_taskRequired
- idRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- idRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- idRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Do you want an advanced search ?
- TypeRequired
- Status
- Phone
- Mobile
- Email
- Address
- ZIP code
- City
- Country
- Client Manager
- Do you want more options ?
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- Do you want an advanced search ?
- NameRequired
- Phone
- Mobile
- Email
- Address
- ZIP Code
- City
- Country
- Client Manager
- Do you want more options ?
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 Karlia 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
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
Create more impactful campaigns with automation
Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
Provide world-class support with a little help from automation
Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
Automate your way to actionable, up-to-date data
The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
Resolve incidents faster with automation
Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
Learn how to automate Docusign on the Zapier blog
Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
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