Triggers when an envelope is purged.

Triggers when an envelope is sent.

Triggers when a recipient’s email account sent an automated response to an envelope notification.

Triggers when a recipient declined to sign.

Triggers when a recipient viewed the documents through the Docusign signing website. This event does not signify email or SMS delivery of an envelope.

Triggers when a recipient reassigned an envelope.

Triggers when a notification that it's their turn to sign was sent to the recipient.

Adds new recipients to an existing bulk send list.

Sends a template to multiple recipients using a bulk send list.

Creates a draft signature request.

Creates a new template using a document.

Sends an envelope signature request using a document.

Retrieves a list of documents associated with an envelope.

Retrieves a list of documents associated with a template.

Creates a signature request.

Updates an existing template with new documents and recipients.

Voids an existing envelope.

Retrieves a list of documents associated with an envelope by ID, with downloadable file URLs. Use this search when you need to fetch document metadata and download links without triggering hydration timeouts in your trigger steps.

Retrieves metadata and timing information for a specific envelope by ID, including email subject/message, timestamps, and status. Use this search when you need to fetch envelope information without triggering hydration timeouts in your trigger steps.

Triggers when a budget changes (budget, line, phase data, tag assignment, or rate-pack edit) - synthesized so there is no per-edit blind spot.

Triggers when a document (receipt, invoice, contract) is uploaded.

Triggers when a project is created in the workspace.

Triggers when a purchase order is created.

Triggers when a transaction is updated.

Cancel a pending submission, link an actual transaction, mark the order paid, or void it.

Creates a purchase order, optionally with line items.

Uploads a document and optionally links it to a transaction, purchase order or contact.

Finds a contact (vendor, crew, company) by name, company or email. Pair with Create Contact for find-or-create.

Finds purchase orders by number, status, vendor or project.

Fetches the line-item detail of a project budget (account code, name, and per-phase base/fringe/total) — the breakdown behind the topsheet, e.g. for a full budget export to Google Sheets.

Fetches the structured data parsed from an uploaded document — vendor, amount, date and line items — to auto-fill a transaction from a receipt or invoice.

Triggers when an envelope is resent.

Triggers when an envelope is voided.

Triggers when an envelope is sent, completed, signed, voided, or declined. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Some data may be unavailable if you do not have full access to the envelope.

Triggers when a recipient failed an authentication check. If they had multiple attempts to pass a check, they failed all the attempts.

Triggers when a recipient signed or completed their actions for an envelope.

Triggers when a delegation rule is in place and an envelope is sent to a delegated signer.

Triggers when a recipient selected OTHER ACTIONS > Finish Later for an envelope.

Triggers when an envelope was resent to a specific recipient.

Creates a new bulk send list with multiple recipients.

Downloads a document from an envelope.

Sends a envelope signature request using a template.

Finds a template by name.

Creates a pre-filled webform link.

Tests if a template can be sent to a bulk send list.

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Retrieves custom fields (text and list fields) for a specific envelope by ID. Use this search when you need to fetch custom field data without triggering hydration timeouts in your trigger steps.

Retrieves form field data for a specific envelope by ID. Use this search when you need to fetch form data without triggering hydration timeouts in your trigger steps. Note: The "Allow sender to download form data" setting must be enabled in DocuSign (

Retrieves all recipients (signers, agents, editors, carbon copies, etc.) for a specific envelope by ID. Use this search when you need to fetch recipient data without triggering hydration timeouts in your trigger steps.

Triggers when a document is linked to a transaction, purchase order, contact or project.

Triggers when a contact (vendor, crew, company) is added to the workspace.

Triggers when a new transaction (actual) appears in the ledger — from any source: bank feed, card, or manual entry.

Triggers when a purchase order changes status (pending, approved, rejected, actualizing, paid or void). The event field carries the specific status. Use a Filter step to react to a specific status.

Links an uploaded document (e.g. a receipt) to a transaction, purchase order, payment, budget line, contact or project.

Creates a contact (vendor, crew member, company) in the workspace. Pair with Find Contact for find-or-create.

Creates a manual transaction in a project.

Updates an existing transaction (actual) — assign it to a project, contact or budget line, or change its status or notes.

Finds a document by project, name or status.

Finds transactions (actuals) across the workspace (or a single project) by source, type, status, contact, budget line, date range, amount range or free text.

Fetches a project budget topsheet: engine-computed totals (base, fringe, total) per phase — e.g. for a scheduled sync of actuals and estimates into Google Sheets.