Docusign + Intercom
Create and update Intercom leads from completed DocuSign envelopes
Effortlessly manage your potential clients with this DocuSign-Intercom workflow. Whenever an envelope is sent or completed in DocuSign, a lead will be created or updated in Intercom. This seamless process ensures you stay up-to-date with your prospects while streamlining your client management tasks.
Effortlessly manage your potential clients with this DocuSign-Intercom workflow. Whenever an envelope is sent or completed in DocuSign, a lead will be created or updated in Intercom. This seamless process ensures you stay up-to-date with your prospects while streamlining your client management tasks.
- When this happens...
Envelope Status UpdatedTriggers 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.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create/Update LeadCreate or update an Intercom lead. If an ID is provided, the lead will be updated.
ActionWriteCreate a new record or update an existing record in your app.
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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 planMaestro 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 planNew 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 planWarning 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 planBulk 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.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 appFind 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
Lead Converted to User
Triggers when a lead converts to a user.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Replied
Triggers when a Contact replies to a Conversation in Intercom.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Conversation Rating
Triggers when a conversation receives a rating.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Conversation
Triggers when a new Conversation is created by a User in Intercom.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New User
Triggers when a new User is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Company
Triggers when a company is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.UpdatesRequired
Update sample
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Unsubscription
Triggers when a user unsubscribes from Intercom.io emails.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact identifier typeRequired
Tag selection method
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact TypeRequired
Message BodyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User Association Note
CompanyRequired
Warning
Name
Website
Size
Monthly Revenue
Plan
Industry
Custom Attributes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact identifier typeRequired
TagRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Identifier
Message BodyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
Tag NameRequired
Untag?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TicketRequired
Title
Description
State
Is Open
Snoozed Until
Assigned Admin
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
Custom Attributes
Created At
User ID
Full Name
IP Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search Mode
Search Value
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ModeRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ModeRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Mode
Search Value
User Association Note
Company NameRequired
Plan
Size
Website
Industry
Custom Attributes
Monthly Revenue
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.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 planMaestro 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 planNew 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 planWarning 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.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 appLead Added Email
Triggers when a Lead enters an email address.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lead
Triggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New AI Summary
Triggers when an AI-generated summary is created for a conversation in Intercom.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Company
Triggers when a new Company is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Ticket
Triggers when a new Ticket is created in Intercom.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Contact
Triggers when a Contact is updated in Intercom.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.EmailRequired
Note TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Description
Body
AuthorRequired
State
Parent Collection
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event nameRequired
Created at
Contact identifier typeRequired
Metadata
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Ticket typeRequired
Contact IDRequired
Company ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Conversation IDRequired
Reply TypeRequired
Reply BodyRequired
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FromRequired
ToRequired
Message TypeRequired
BodyRequired
Subject
Template
Create Conversation Without Contact Reply?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead ID
Full Name
Email
Phone Number
Unsubscribed From Emails
Created At
IP Address
Custom Attributes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lookup EmailRequired
Full Name
User ID
Company ID
Unsubscribed From Emails
Phone Number
Created At
IP Address
Custom Attributes
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.Search FieldRequired
Match TypeRequired
Conversation Status
Updated After
Updated Before
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch FieldRequired
Match TypeRequired
Ticket State
Updated After
Updated Before
ActionThis is an event a Zap performs.SearchFind existing data in your appConversation IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ModeRequired
Search ValueRequired
Lead ID
Full Name
Email
Phone Number
Unsubscribed From Emails
Created At
IP Address
Custom Attributes
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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