Copilot + Docusign

Update Copilot clients when DocuSign envelope statuses change

Streamline your digital documentation process with this efficient workflow. When there's a status change for your DocuSign envelope, this update gets immediately reflected in the Copilot app. This helps maintain uniformity across platforms and boosts your effectiveness in managing digital documents. Enjoy a seamless tracking experience without the need for constant manual verification.

Streamline your digital documentation process with this efficient workflow. When there's a status change for your DocuSign envelope, this update gets immediately reflected in the Copilot app. This helps maintain uniformity across platforms and boosts your effectiveness in managing digital documents. Enjoy a seamless tracking experience without the need for constant manual verification.

  1. When this happens...
    DocusignDocusign
    Envelope Status Updated

    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.

    TriggerPolling
  2. automatically do this!
    CopilotCopilot
    Create Client

    Creates a new client.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

copilot logo
copilot logo

About Copilot

Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
Learn more

Related categories

  • Project Management
docusign logo
docusign logo

About Docusign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
Learn more

Related categories

  • Signatures

Similar apps

Dropbox Sign integrationsDropbox Sign integrations

Dropbox Sign

Signatures
SignNow integrationsSignNow integrations

SignNow

Signatures
RightSignature integrationsRightSignature integrations

RightSignature

Signatures