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Docusign
Docusign
1. Choose trigger event
Secureframe
Secureframe
2. Choose action
1. Select the event
Setup
Test
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 "Update a Cloud Resource" in Secureframe.
You’re connected!
Zapier seamlessly connects Docusign and Secureframe, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Click Agreed
Triggers when a recipient accepted a clickwrap agreement.
Triggers when a signer completed the identity verification process for an eIDAS-compliant Qualified Electronic Signature (QES), but the result is still pending.
Create a new record or update an existing record in your app.
Bulk List ID
Required
Template
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Template
Required
Email Subject
Email Blurb
Recipient Email
Recipient Name
Recipient Role
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Template Name
Required
Description
Email Subject
Email Message
Document
Document Name
Recipient Type
Delivery Method
Email
Phone Number
Name
Role Name
Action
This is an event a Zap performs.
Write
Create 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.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Brand ID
Email Subject
Email Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Envelope ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Template ID
Required
Action
This is an event a Zap performs.
Write
Create 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.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Pause Workflow Instance (For IAM Plans)
Pauses a running workflow instance. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Trigger Workflow (For IAM Plans)
Triggers a Workflow Builder workflow. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create 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.
Action
This is an event a Zap performs.
Write
Create 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.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Template
Required
Render Template Tabs
Required
Email Subject
Email Blurb
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Template ID
Required
Template Name
Required
Description
Email Subject
Required
Email Message
Document
Required
Document Name
Recipient Type
Delivery Method
Email
Phone Number
Name
Role Name
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Envelope ID
Required
Void Reason
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Envelope with Base URL and Account ID Input
Create a Docusign envelope with essential custom fields, a document as a base64 file, template, and recipient details, using direct input fields for the base URL and account ID.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Envelope ID
Required
Include Certificate of Completion
Action
This is an event a Zap performs.
Search
Find existing data in your app
Envelope ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Workflow (For IAM Plans)
Finds Workflow Builder workflows that match the search criteria. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Workflow Instance (For IAM Plans)
Finds Workflow Builder instances for a specific workflow. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Search
Find existing data in your app
Cloud Resource ID
Required
Flag to indicate if this Cloud Resource is in scope.
Out of scope reason if the Cloud Resource is not in scope.
ID of the User that's the owner of this Cloud Resource.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Repository ID
Required
In Audit Scope
Out Of Audit Scope Reason
Owner ID
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Trust Center Request ID
Required
Approved Trust Center Resource Request Ids
Document Security
Rejected Trust Center Resource Request Ids
Filename
Approve All Resources
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
User ID
Link User ID
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
User ID
Required
Active
Employee Type
In Audit Scope
Start Date
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Cloud Resource ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Control ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Device ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Evidence ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Include
Page
Per Page
Search and filter the Framework data using Lucene syntax.
Relationships
Action
This is an event a Zap performs.
Search
Find existing data in your app
Integration Connection ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Include
Page
Per Page
Search and filter the Repository data using Lucene syntax.
Relationships
Action
This is an event a Zap performs.
Search
Find existing data in your app
Include
Page
Per Page
Search and filter the Test data using Lucene syntax.
Relationships
Action
This is an event a Zap performs.
Search
Find existing data in your app
Include
Page
Per Page
Search and filter the Trust Center Request data using Lucene syntax.
Relationships
Action
This is an event a Zap performs.
Search
Find existing data in your app
Include
Page
Per Page
Search and filter the User Account data using Lucene syntax.
Relationships
Action
This is an event a Zap performs.
Search
Find existing data in your app
Include
Page
Per Page
Search and filter the Test data using Lucene syntax.
Relationships
Action
This is an event a Zap performs.
Search
Find existing data in your app
Include
Page
Per Page
Search and filter the Vendor data using Lucene syntax.
Relationships
Action
This is an event a Zap performs.
Search
Find existing data in your app
Click Declined
Triggers when a recipient declined a clickwrap agreement.
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.
Uploads and adds a document to a workspace for organization and collaboration. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create 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.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
List Name
Required
Role Name
Required
Name
Required
Email
Required
Action
This is an event a Zap performs.
Write
Create 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.
Action
This is an event a Zap performs.
Write
Create 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.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Envelope ID
Required
Document ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Template ID
Brand ID
Email Subject
Email Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Template Name
Required
Action
This is an event a Zap performs.
Write
Create 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.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Cancel Workflow Instance (For IAM Plans)
Cancels a running workflow instance. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Resume Workflow Instance (For IAM Plans)
Resumes a paused workflow instance. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create 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.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Webform
Required
Link Type
Required
Action
This is an event a Zap performs.
Write
Create 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.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Bulk List ID
Required
Template
Required
Action
This is an event a Zap performs.
Write
Create 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.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Envelope ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Envelope ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Envelope ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Agreement (For IAM Plans)
Finds Agreement Manager agreements that match the search criteria. Only available for Docusign IAM Plans.
Create a new record or update an existing record in your app.
Test ID
Required
Test Evidence URL
Test Evidence Name
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Test ID
Required
Disabled Justification
Enabled
Next Due Date
Owner ID
Passed With Upload Justification
Promote At
Test Interval Seconds
Tolerance Window Seconds
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
User ID
Required
Document Type
User Evidence URL
Filename
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Vendor ID
Required
Terminated At
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Include
Page
Per Page
Search and filter the Cloud Resource data using Lucene syntax.
Action
This is an event a Zap performs.
Search
Find existing data in your app
Include
Page
Per Page
Search and filter the control data using Lucene syntax.
Relationships
Action
This is an event a Zap performs.
Search
Find existing data in your app
Include
Page
Per Page
Search and filter the Device data using Lucene syntax.
Relationships
Action
This is an event a Zap performs.
Search
Find existing data in your app
Framework ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Test ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Include
Page
Per Page
Search and filter the Integration Connection data using Lucene syntax.
Relationships
Action
This is an event a Zap performs.
Search
Find existing data in your app
Repository ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Trust Center Request ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
User Account ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
User ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Vendor ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
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Connect via Zapier MCP
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Example actions on this page
Add Document to Workspace (For IAM Plans)
Update a Cloud Resource
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