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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

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 "Save a Company" in eWay-CRM.

You’re connected!

Zapier seamlessly connects Docusign and eWay-CRM, 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.
Trigger
Instant
Try It
- Events to Monitor
  Required
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It

- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It

New Navigator Agreement (For IAM Plans)
Triggers when a new Navigator agreement is created. Only available for Docusign IAM Plans.
Trigger
Polling
Try It
Maestro Workflow Completed (For IAM Plans)
Triggers when a Maestro workflow completes. Only available for Docusign IAM Plans.
Trigger
Instant
Try It
Maestro Workflow Started (For IAM Plans)
Triggers when a Maestro workflow starts. Only available for Docusign IAM Plans.
Trigger
Instant
Try It
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.
Trigger
Instant
Try It
New Folder
Triggers when a new folder is created.
Trigger
Polling
Try It
New User Added to Workspace (For IAM Plans)
Triggers when a new user is added to a workspace. Only available for Docusign IAM Plans.
Trigger
Polling
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
SMS Opt-Out
Triggers when a recipient opted out of receiving SMS notifications for an envelope.
Trigger
Instant
Try It
Template Deleted
Triggers when a template is deleted.
Trigger
Instant
Try It
Workspace Documents (For IAM Plans)
Fetches documents from a workspace for selection. Only available for Docusign IAM Plans.
Trigger
Polling
Try It
- Bulk List ID
  Required
- Role Name
  Required
- Name
  Required
- Email
  Required
Action
Write
- Bulk List ID
  Required
- Template
  Required
Action
Write
- Template
  Required
- Email Subject
- Email Blurb
- Recipient Email
- Recipient Name
- Recipient Role
Action
Write
- Template Name
  Required
- Description
- Email Subject
- Email Message
- Document
- Document Name
- Recipient Type
- Delivery Method
- Email
- Phone Number
- Name
- Role Name
Action
Write
Delete Document From Workspace (For IAM Plans)
Removes a document from a workspace permanently. Only available for Docusign IAM Plans.
Action
Write
- Brand ID
- Email Subject
- Email Body
Action
Write
- Envelope ID
  Required
Action
Write
- Template ID
  Required
Action
Write
Find Documents in Workspace (For IAM Plans)
Lists and searches documents within a specific workspace. Only available for Docusign IAM Plans.
Action
Write
Pause Maestro Workflow Instance (For IAM Plans)
Pauses a running workflow instance. Only available for Docusign IAM Plans.
Action
Write
Trigger Maestro Workflow (For IAM Plans)
Triggers a Maestro workflow. Only available for Docusign IAM Plans.
Action
Write
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
Write
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
Write
- Template
  Required
- Render Template Tabs
  Required
- Email Subject
- Email Blurb
Action
Write
- 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
Write
- Envelope ID
  Required
- Void Reason
  Required
Action
Write
Find Maestro Workflow (For IAM Plans)
Finds Maestro workflows that match the search criteria. Only available for Docusign IAM Plans.
Action
Search
Find Maestro Workflow Instance (For IAM Plans)
Finds Maestro workflow instances for a specific workflow. Only available for Docusign IAM Plans.
Action
Search
New or Updated Contact
Triggers when scheduled and returns a new or updated contact in eWay-CRM.
Trigger
Polling
Try It
New or Updated Journal
Triggers when scheduled and returns a new or updated journal in eWay-CRM.
Trigger
Polling
Try It
New or Updated Task
Triggers when scheduled and returns a new or updated task in eWay-CRM.
Trigger
Polling
Try It
- Title
- First Name
- Middle Name
- Last Name
- Suffix
- Job Title
- Company (Relation)
- Company (Text)
- Department
- Email 1
- Email 2
- Email 3
- Email Opt Out
- Mobile Phone
- Business Phone
- Business Phone 2
- Home Phone
- Other Phone
- Fax
- Website
- Street (Business)
- City (Business)
- ZIP / Postal Code (Business)
- State (Business)
- Country (Business)
- Street (Home)
- City (Home)
- ZIP / Postal Code (Home)
- State (Home)
- Country (Home)
- Street (Other)
- City (Other)
- ZIP / Postal Code (Other)
- State (Other)
- Country (Other)
- Priority
- Type
- Note
- GUID
Action
Write
- Subject
- Company
- Contact Person
- Project
- Deals
- Marketing Campaign
- Owner
- Start Time
- End Time
- Priority
- System
- GDPR Relevant
- Phone
- Type
- Note
- GUID
Action
Write
- Subject
  Required
- Company
- Contact Person
- Project
- Deal
- Marketing
- Delegator
  Required
- Solver
  Required
- Start Date
- Due Date
- Reminder
- Reminder Set
- Completed Date
- Completed
- Completed (%)
- Priority
- Total Work
- Actual Work
- Type
- Note
- GUID
Action
Write
- GUID
- Title
- First Name
- Middle Name
- Last Name
- Suffix
- Job Title
- Company (Relation)
- Department
- Email 1
- Email 2
- Email 3
- Email Opt Out
- Mobile Phone
- Business Phone
- Business Phone 2
- Home Phone
- Other Phone
- Fax
- Website
- Street (Business)
- City (Business)
- ZIP / Postal Code (Business)
- State (Business)
- Country (Business)
- Street (Home)
- City (Home)
- ZIP / Postal Code (Home)
- State (Home)
- Country (Home)
- Street (Other)
- City (Other)
- ZIP / Postal Code (Other)
- State (Other)
- Country (Other)
- Priority
- Type
- Note
Action
Search
- GUID
- Subject
- Company
- Contact Person
- Project
- Deals
- Marketing Campaign
- Owner
- Start Time
- End Time
- Priority
- System
- GDPR Relevant
- Phone
- Type
Action
Search
- GUID
- Subject
- Company
- Contact Person
- Project
- Deal
- Marketing
- Delegator
- Solver
- Start Date
- Due Date
- Reminder
- Reminder Set
- Completed Date
- Completed (%)
- Priority
- Total Work
- Actual Work
- Status
- Type
- Note
Action
Search

Click Declined
Triggers when a recipient declined a clickwrap agreement.
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
Updated Navigator Agreement (For IAM Plans)
Triggers when an existing Navigator agreement is updated. Only available for Docusign IAM Plans.
Trigger
Polling
Try It
Maestro Workflow Failed (For IAM Plans)
Triggers when a Maestro workflow fails. Only available for Docusign IAM Plans.
Trigger
Instant
Try It
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.
Trigger
Instant
Try It
- Polling Interval
- Warning_text
- Status
- Return only envelopes I created?
- Add certificate of completion?
- Include documents?
- Include recipients?
- Include custom fields?
- Download form data?
Trigger
Polling
Try It
New Workspace (For IAM Plans)
Triggers when a new workspace is created. Only available for Docusign IAM Plans.
Trigger
Polling
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
SMS Opt-In
Triggers when a recipient opted in to receiving SMS notifications for an envelope.
Trigger
Instant
Try It
Template Created
Triggers when a template is created.
Trigger
Instant
Try It
Template Modified
Triggers when a template is modified.
Trigger
Instant
Try It
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.
Action
Write
Add User to Workspace (For IAM Plans)
Adds a user to a workspace with specified permissions. Only available for Docusign IAM Plans.
Action
Write
- List Name
  Required
- Role Name
  Required
- Name
  Required
- Email
  Required
Action
Write
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
Write
Create Workspace (For IAM Plans)
Creates a new workspace for organizing documents, participants, and agreement workflows. Only available for Docusign IAM Plans.
Action
Write
- Envelope ID
  Required
- Document ID
  Required
Action
Write
- Template ID
- Brand ID
- Email Subject
- Email Body
Action
Write
- Template Name
  Required
Action
Write
Find Workspaces (For IAM Plans)
Searches for workspaces by name. Only available for Docusign IAM Plans.
Action
Write
Cancel Maestro Workflow Instance (For IAM Plans)
Cancels a running workflow instance. Only available for Docusign IAM Plans.
Action
Write
Resume Maestro Workflow Instance (For IAM Plans)
Resumes a paused workflow instance. Only available for Docusign IAM Plans.
Action
Write
List Envelopes in Workspace (For IAM Plans)
Lists all envelopes created from a workspace. Only available for Docusign IAM Plans.
Action
Write
- Webform
  Required
- Link Type
  Required
Action
Write
Revoke Workspace User Access (For IAM Plans)
Removes a user's access to a workspace. Only available for Docusign IAM Plans.
Action
Write
- Bulk List ID
  Required
- Template
  Required
Action
Write
Update Workspace User (For IAM Plans)
Updates a user's role or status in a workspace. Only available for Docusign IAM Plans.
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Find Navigator Agreement (For IAM Plans)
Finds Navigator agreements that match the search criteria. Only available for Docusign IAM Plans.
Action
Search
New or Updated Company
Triggers when scheduled and returns a new or updated company in eWay-CRM.
Trigger
Polling
Try It
New or Updated Deal
Triggers when scheduled and returns a new or updated deal in eWay-CRM.
Trigger
Polling
Try It
New or Updated Project
Triggers when scheduled and returns a new or updated project in eWay-CRM.
Trigger
Polling
Try It
- Name
- Department
- Business Phone
- Mobile Phone
- Fax
- Email
- Email Opt Out
- Website
- EIN / ID
- VAT Number
- Street (Billing)
- City (Billing)
- ZIP / Postal Code (Billing)
- State (Billing)
- Country (Billing)
- Street (Physical)
- City (Physical)
- ZIP / Postal Code (Physical)
- State (Physical)
- Country (Physical)
- Street (Other)
- City (Other)
- ZIP / Postal Code (Other)
- State (Other)
- Country (Other)
- Priority
- Referral Source
- Industry
- Customer
- Vendor
- Competitor
- Bank Account No.
- Gross Sales
- Employees
- Type
- Note
- GUID
Action
Write
- Name
- Company (Relation)
- Company (Text)
- Contact Person (Relation)
- Contact Person (Text)
- Date Received
- Email
- Email Opt Out
- Phone
- Street
- City
- ZIP / Postal Code
- State
- Country
- Estimated Revenue
- Currency
- Probability
- Estimated Close Date
- Referral Source
- Marketing Campaign
- Type
- Note
- GUID
Action
Write
- Name
- Company
- Contact Person
- Project Manager
- Start Date
- Estimated End Date
- End Date
- Estimated Revenue
- Actual Revenue
- Currency
- Estimated Hours
- Actual Hours
- Estimated People Costs
- Actual People Costs
- Estimated Other Costs
- Actual Other Costs
- Referral Source
- Invoice Date
- Payment Terms
- Date Payment Received
- Payment Type
- Quantity
- Price Per Unit
- Type
- Note
- GUID
Action
Write
- GUID
- Name
- Department
- Business Phone
- Mobile Phone
- Fax
- Email
- Email Opt Out
- Website
- EIN / ID
- VAT Number
- Street (Billing)
- City (Billing)
- ZIP / Postal Code (Billing)
- State (Billing)
- Country (Billing)
- Street (Physical)
- City (Physical)
- ZIP / Postal Code (Physical)
- State (Physical)
- Country (Physical)
- Street (Other)
- City (Other)
- ZIP / Postal Code (Other)
- Priority
- Referral Source
- Industry
- Customer
- Vendor
- Competitor
- Bank Account No.
- Gross Sales
- Employees
- Type
- Note
Action
Search
- GUID
- Name
- Company (Relation)
- Contact Person (Relation)
- Date Received
- Email
- Email Opt Out
- Phone
- Street
- City
- ZIP / Postal Code
- State
- Country
- Estimated Revenue
- Currency
- Probability
- Estimated End
- Referral Source
- Marketing Campaign
- Status
- Type
- Note
Action
Search
- GUID
- Name
- Company
- Contact Person
- Project Manager
- Start Date
- Estimated End Date
- End Date
- Estimated Revenu
- Actual Revenue
- Currency
- Estimated Hours
- Actual Hours
- Estimated People Costs
- Actual People Costs
- Estimated Other Costs
- Actual Other Costs
- Referral Source
- Invoice Date
- Payment Terms
- Date Payment Received
- Payment Type
- Quantity
- Price Per Unit
- Status
- Type
- Note
Action
Search
- Drop-Down Menu
  Required
- Value (in English)
  Required
Action
Search

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Connect Docusign and eWay-CRM 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

Make work flow with AI

Level up your Docusign to eWay-CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Docusign

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

HelpHelp

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Signatures

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About eWay-CRM

eWay-CRM is a CRM software embedded right into Microsoft Outlook. It helps companies all around the world efficiently manage contacts, customers, deals, projects, and marketing campaigns.

HelpHelp

Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Connect Docusign and eWay-CRM to power AI-driven automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Docusign and eWay-CRM to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Docusign on the Zapier blog

5 ways to automate DocuSign with Zapier

Make work flow with AI

Connect Docusign to eWay-CRM on the world's largest no-code automation platform