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Choose an Action
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Docusign
Docusign
1. Choose trigger event
Kitchen.co
Kitchen.co
2. Choose action
1. Select the event
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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 "Add a Board Custom Field Option" in Kitchen.co.
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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.- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- New Navigator Agreement (For IAM Plans)
Triggers when a new Navigator agreement is created. Only available for Docusign IAM Plans.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Maestro Workflow Completed (For IAM Plans)
Triggers when a Maestro workflow completes. Only available for Docusign IAM Plans.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Maestro Workflow Started (For IAM Plans)
Triggers when a Maestro workflow starts. Only available for Docusign IAM Plans.
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 - New User Added to Workspace (For IAM Plans)
Triggers when a new user is added to a workspace. Only available for Docusign IAM Plans.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
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. - Workspace Documents (For IAM Plans)
Fetches documents from a workspace for selection. Only available for Docusign IAM Plans.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - 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.- 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.- 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.- Delete Document From Workspace (For IAM Plans)
Removes a document from a workspace permanently. Only available for Docusign IAM Plans.
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.- Find Documents in Workspace (For IAM Plans)
Lists and searches documents within a specific workspace. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Pause Maestro Workflow Instance (For IAM Plans)
Pauses a running workflow instance. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Trigger Maestro Workflow (For IAM Plans)
Triggers a Maestro workflow. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - List Users in Workspace (For IAM Plans)
Lists all users in a workspace with their roles and permissions. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - 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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - TemplateRequired
- Render Template TabsRequired
- Email Subject
- Email Blurb
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.- Envelope IDRequired
- Void ReasonRequired
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.SearchFind existing data in your app- Envelope IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Envelope IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Find Navigator Agreement (For IAM Plans)
Finds Navigator agreements that match the search criteria. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.SearchFind existing data in your app 
New BoardTriggers when a new board is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Board Updated
Triggers when a board is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Client Deleted
Triggers when a client is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Conversation
Triggers when a new conversation is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Doc
Triggers when a new doc is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Doc Updated
Triggers when a doc is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Embed Deleted
Triggers when an embed is deleted.
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 ZapInstantThis event starts a Zap instantly. - Folder Updated
Triggers when a folder is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Invoice Deleted
Triggers when an invoice is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Invoice Payment Failed
Triggers when an invoice payment fails.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Milestone Deleted
Triggers when a milestone is deleted.
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 ZapPollingZapier checks for new data every 15 min on the Free plan - BoardRequired
- UserRequired
- RoleRequired
- Notification
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BoardRequired
- CardRequired
- UserRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DocRequired
- UserRequired
- RoleRequired
- Notification
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FolderRequired
- UserRequired
- RoleRequired
- Notification
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- MilestoneRequired
- UserRequired
- RoleRequired
- Notification
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ConversationRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- EmbedRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BoardRequired
- Custom_fieldRequired
- Custom_field_optionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BoardRequired
- CardRequired
- Custom_fieldRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BoardRequired
- CardRequired
- UserRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DocRequired
- MembershipRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FolderRequired
- MembershipRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- MilestoneRequired
- MembershipRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ConversationRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- EmbedRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Folder
- TitleRequired
- VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BoardRequired
- ListRequired
- Milestone
- Assignee
- Parent Card
- TitleRequired
- Description
- Start Date (e.g., 2024-03-31)
- Due Date (e.g., 2024-03-31)
- Due Reminder Date (e.g., 2024-03-31)
- Remaining_minutes_estimate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BoardRequired
- CardRequired
- ContentRequired
- FormatRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Folder
- TitleRequired
- VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Client
- Currency
- Due Date In Days (Max: 100)
- Due_reminder_message
- Due_reminder_send_days
- Folder
- Grand_totalRequired
- Issue Date (e.g., 2024-03-31)
- NumberRequired
- Payment_gateways
- VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client
- Currency
- Title
- Amount
- Type
- Due Date In Days (Max: 100)
- Due_reminder_message
- Due_reminder_send_days
- Folder
- Footer_notes
- Issue Date (e.g., 2024-03-31)
- Title
- Description
- Amount
- Quantity
- Language
- Number
- Payment_gateways
- Shipping_amount
- Title
- Amount
- VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BoardRequired
- TitleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Folder
- VisibilityRequired
- TitleRequired
- Description
- Start Date (e.g., 2024-03-31)
- Due Date (e.g., 2024-03-31)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Charge_automatically
- Client
- Currency
- Title
- Amount
- Type
- Due Date In Days (Max: 100)
- Due_reminder_message
- Due_reminder_send_days
- Footer_notes
- Title
- Description
- Amount
- Quantity
- Language
- Memo
- Payment_gateways
- Recurring Start Date (e.g., 2024-03-31)
- Recurring End Date (e.g., 2024-04-30)
- Recurring_frequency
- Recurring_period_unit
- Recurring_send_email_cc_addresses
- Recurring_send_email_message
- Recurring_send_to_conversation
- Shipping_amount
- Target_folder
- Title
- Amount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BoardRequired
- CardRequired
- CompletedRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BoardRequired
- Custom_fieldRequired
- NameRequired
- Show_icon
- Visible_to_clients
- Color (in HEX, ex.: #FF00FF)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BoardRequired
- MembershipRequired
- RoleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BoardRequired
- CardRequired
- Custom_fieldRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BoardRequired
- CardRequired
- CommentRequired
- ContentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ConversationRequired
- MembershipRequired
- RoleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DocRequired
- MembershipRequired
- RoleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- EmbedRequired
- MembershipRequired
- RoleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FolderRequired
- MembershipRequired
- RoleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- InvoiceRequired
- MembershipRequired
- RoleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BoardRequired
- ListRequired
- Title
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Milestone
- VisibilityRequired
- TitleRequired
- Description
- Start Date (e.g., 2024-03-31)
- Due Date (e.g., 2024-03-31)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ConversationRequired
- NoteRequired
- ContentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TemplateRequired
- NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BoardRequired
- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- BoardRequired
- Search_byRequired
- Status
ActionThis is an event a Zap performs.SearchFind existing data in your app- BoardRequired
- CardRequired
- Search_byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- BoardRequired
- CardRequired
- Search_byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- ConversationRequired
- UserRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- DocRequired
- UserRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- EmbedRequired
- UserRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- FolderRequired
- UserRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- InvoiceRequired
- UserRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search_byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- ConversationRequired
- Search_byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- MilestoneRequired
- UserRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search_byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
- Click Declined
Triggers when a recipient declined a clickwrap agreement.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Updated Navigator Agreement (For IAM Plans)
Triggers when an existing Navigator agreement is updated. Only available for Docusign IAM Plans.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Maestro Workflow Failed (For IAM Plans)
Triggers when a Maestro workflow fails. Only available for Docusign IAM Plans.
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. - Polling Interval
- Warning_text
- Status
- Return only envelopes I created?
- Add certificate of completion?
- Include documents?
- Include recipients?
- Include custom fields?
- Download form data?
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New Workspace (For IAM Plans)
Triggers when a new workspace is created. Only available for Docusign IAM Plans.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
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. - 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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Add User to Workspace (For IAM Plans)
Adds a user to a workspace with specified permissions. Only available for Docusign IAM Plans.
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.- 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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Workspace (For IAM Plans)
Creates a new workspace for organizing documents, participants, and agreement workflows. Only available for Docusign IAM Plans.
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.- Find Workspaces (For IAM Plans)
Searches for workspaces by name. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Cancel Maestro Workflow Instance (For IAM Plans)
Cancels a running workflow instance. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Resume Maestro Workflow Instance (For IAM Plans)
Resumes a paused workflow instance. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - List Envelopes in Workspace (For IAM Plans)
Lists all envelopes created from a workspace. Only available for Docusign IAM Plans.
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.- Revoke Workspace User Access (For IAM Plans)
Removes a user's access to a workspace. Only available for Docusign IAM Plans.
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.- Update Workspace User (For IAM Plans)
Updates a user's role or status in a workspace. Only available for Docusign IAM Plans.
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.- Envelope IDRequired
- Include Certificate of Completion
ActionThis is an event a Zap performs.SearchFind existing data in your app- Envelope IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Find Maestro Workflow (For IAM Plans)
Finds Maestro workflows that match the search criteria. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Maestro Workflow Instance (For IAM Plans)
Finds Maestro workflow instances for a specific workflow. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Board Deleted
Triggers when a board is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Client
Triggers when a new client is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Client Updated
Triggers when a client is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Conversation Deleted
Triggers when a conversation is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Conversation Updated
Triggers when a conversation is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Doc Deleted
Triggers when a doc is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Embed
Triggers when a new embed is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Embed Updated
Triggers when an embed is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Folder Deleted
Triggers when a folder is deleted.
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. - Invoice Paid
Triggers when an invoice gets paid.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Invoice Updated
Triggers when an invoice is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Milestone
Triggers when a new milestone is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Milestone Updated
Triggers when a milestone is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - BoardRequired
- Custom_fieldRequired
- ValueRequired
- Color (in HEX, ex.: #FF00FF)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BoardRequired
- CardRequired
- LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ConversationRequired
- UserRequired
- RoleRequired
- Notification
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- EmbedRequired
- UserRequired
- RoleRequired
- Notification
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- InvoiceRequired
- UserRequired
- RoleRequired
- Notification
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BoardRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DocRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FolderRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- MilestoneRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BoardRequired
- MembershipRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BoardRequired
- CardRequired
- LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ConversationRequired
- MembershipRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- EmbedRequired
- MembershipRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- InvoiceRequired
- MembershipRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BoardRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DocRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FolderRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- MilestoneRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BoardRequired
- NameRequired
- TypeRequired
- Show_icon
- Visible_to_clients
- Color (in HEX, ex.: #FF00FF)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- EmailRequired
- NameRequired
- Job Title
- Notification
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- Folder
- Content
- Format
- Client_email
- Client_name
- Client_notification
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Folder
- TitleRequired
- URLRequired
- VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Folder
- Template
- NameRequired
- Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BoardRequired
- Title
- Color (in HEX, ex.: #FF00FF)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ConversationRequired
- ContentRequired
- FormatRequired
- Send_at
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ConversationRequired
- ContentRequired
- FormatRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- FolderRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BoardRequired
- Title
- Visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BoardRequired
- Custom_fieldRequired
- Custom_field_optionRequired
- ValueRequired
- Color (in HEX, ex.: #FF00FF)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BoardRequired
- CardRequired
- List
- Milestone
- Assignee
- TitleRequired
- Description
- Start Date (e.g., 2024-03-31)
- Due Date (e.g., 2024-03-31)
- Remaining_minutes_estimate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ClientRequired
- Color (in HEX)
- Email
- Language (ISO code)
- Name
- Job Title
- Timezone
- Username
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ConversationRequired
- Title
- Visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DocRequired
- Title
- Visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- EmbedRequired
- Title
- URL
- Visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FolderRequired
- Name
- Description
- Visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- InvoiceRequired
- Client
- Currency
- Title
- Amount
- Type
- Due Date In Days (Max: 100)
- Due_reminder_message
- Due_reminder_send_days
- Folder
- Footer_notes
- Issue Date (e.g., 2024-03-31)
- Title
- Description
- Amount
- Quantity
- Language
- Memo
- Payment_gateways
- Shipping_amount
- Title
- Amount
- VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BoardRequired
- LabelRequired
- Title
- Color (in HEX)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ConversationRequired
- MessageRequired
- Content
- Send_at
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- MilestoneRequired
- MembershipRequired
- RoleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Recurring_invoiceRequired
- Charge_automatically
- Client
- Currency
- Title
- Amount
- Type
- Due Date In Days (Max: 100)
- Due_reminder_message
- Due_reminder_send_days
- Footer_notes
- Title
- Description
- Amount
- Quantity
- Language
- Memo
- Payment_gateways
- Recurring_name
- Recurring_start_date
- Recurring_end_date
- Recurring_frequency
- Recurring_period_unit
- Recurring_send_email_cc_addresses
- Recurring_send_email_message
- Recurring_send_to_conversation
- Shipping_amount
- Target_folder
- Title
- Amount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- StateRequired
- Search_byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- BoardRequired
- UserRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- BoardRequired
- CardRequired
- Search_byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search_byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- StateRequired
- Search_byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- StateRequired
- Search_byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- StateRequired
- Search_byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- StateRequired
- Search_byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- StateRequired
- Search_byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- BoardRequired
- Search_byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search_byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- StateRequired
- Search_byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- ConversationRequired
- Search_byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search_byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
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Connect Docusign and Kitchen.co 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
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