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1. Choose trigger event

2. Choose action

1. Select the event

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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 "Add Accounting ID to Invoice" in Hubflo.

You’re connected!

Zapier seamlessly connects Docusign and Hubflo, 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
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- Events to Monitor
  Required
Trigger
Instant
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Envelope Corrected
Triggers when an envelope is corrected.
Trigger
Instant
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Envelope Declined
Triggers when an envelope is declined.
Trigger
Instant
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Envelope Delivered
Triggers when an envelope is delivered.
Trigger
Instant
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Envelope Purge
Triggers when an envelope is purged.
Trigger
Instant
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Envelope Sent
Triggers when an envelope is sent.
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
- Status
- Return only envelopes I created?
- Add certificate of completion?
- Download form data?
Trigger
Polling
Try It
Recipient Authentication Failed
Triggers when a recipient failed an authentication check. If they had multiple attempts to pass a check, they failed all the attempts.
Trigger
Instant
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Recipient Completed
Triggers when a recipient signed or completed their actions for an envelope.
Trigger
Instant
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Recipient Delegated
Triggers when a delegation rule is in place and an envelope is sent to a delegated signer.
Trigger
Instant
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Recipient Marked to Finish Later
Triggers when a recipient selected OTHER ACTIONS > Finish Later for an envelope.
Trigger
Instant
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Recipient Resent
Triggers when an envelope was resent to a specific recipient.
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
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Template Modified
Triggers when a template is modified.
Trigger
Instant
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- Bulk List ID
  Required
- Template
  Required
Action
Write
- Template
  Required
- Email Subject
- Email Blurb
- Recipient Email
- Recipient Name
- Recipient Role
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
- Webform
  Required
- Link Type
  Required
Action
Write
- Bulk List ID
  Required
- Template
  Required
Action
Write
- Envelope ID
  Required
- Void Reason
  Required
Action
Write
Client Invited to Portal
Triggers when a new invitation to the portal is created.
Trigger
Instant
Try It
Company Updated
Triggers when a company is updated.
Trigger
Instant
Try It
- Form id
  Required
Trigger
Polling
Try It
Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
Try It
New Chatroom
Triggers when a new chatroom is created.
Trigger
Polling
Try It
New Company
Triggers when a new company is created.
Trigger
Instant
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New File Uploaded
Triggers when a new file is uploaded.
Trigger
Instant
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New File Uploaded (By Client)
Triggers when a new file is uploaded by client.
Trigger
Instant
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New Form
Triggers when a new form is created.
Trigger
Polling
Try It
New Issued Invoice
Triggers when a new invoice is issued (non draft).
Trigger
Instant
Try It
New Project
Triggers when a new project is created.
Trigger
Polling
Try It
New Smartdoc
Triggers when a new smartdoc is created.
Trigger
Polling
Try It
New Task (By Client)
Triggers when a new task is created by a client.
Trigger
Instant
Try It
New Workspace
Triggers when a new workspace is created.
Trigger
Polling
Try It
New Proposal Accepted
Triggers when a proposal is accepted
Trigger
Polling
Try It
Smartdoc Sent
Triggers when a smartdoc is sent to a client.
Trigger
Instant
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Task Completed (By Client)
Triggers when a task is mark as completed by a client.
Trigger
Instant
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- task id
  Required
- body
  Required
Action
Write
- workspace id
  Required
- title
  Required
- url
  Required
- library
Action
Write
- invoice id
  Required
- URL
Action
Write
- full name
  Required
- first name
- last name
- email
- phone
- secondary phone
- contact type
- priority
- address
- postal code
- city
- state
- country
- job title
- url linkedin
- owner id
  Required
- company id
- company name
Action
Write
- task_id
  Required
- file_id
- library
- title
Action
Write
- title
  Required
- content
  Required
- projects
- contacts
Action
Write
- project
  Required
- project section template
  Required
- Make task visible in workspace
Action
Write
- name
  Required
- description
- date
- completed
- project
- contact
- workspace
- assignees
- clickup id
- clients
- tags
Action
Write
- Workspace ID
  Required
- Folder name
  Required
- Parent ID (for subfolders)
- description
- locked
Action
Write
- Workspace Id
  Required
Action
Write
- form_id
  Required
Action
Write
- id
  Required
Action
Write
- invoice id
  Required
- paid at
  Required
- payment method
  Required
- paid amount
  Required
Action
Write
- task_id
  Required
Action
Write
- form id
  Required
- contact id
  Required
Action
Write
- smartdoc id
  Required
- contact id
  Required
Action
Write
- company_id
  Required
- name
- business description
- company email
- address
- postal code
- city
- state
- country
- staff
- siret
- vat number
- website
- url linkedin
Action
Write
- workspace id
  Required
- title
  Required
- url
  Required
- display_mode
- library
Action
Write
- task_id
  Required
- name
- description
- date
- completed
- project
- contact
- workspace
- assignees
- clients
- tags
Action
Write
- workspace id
  Required
- locked
- description
Action
Write
- find contact by
Action
Search
- workspace
  Required
- title
Action
Search
- project_id
  Required
- name
Action
Search
- overdue
- project_id
- contact_id
- assignee_id
- creator_type
- completed
- parent_id
Action
Search
- Contact
- Name
Action
Search
- form id
  Required
Action
Search
- Template ID
  Required
Action
Search
- task_id
  Required
Action
Search
- email
- role
Action
Search
- find contact by
- full name
  Required
- first name
- last name
- email
- phone
- secondary phone
- contact type
- priority
- address
- postal code
- city
- state
- country
- job title
- url linkedin
- owner id
  Required
- company id
- company name
Action
Search or write
- Find workspace by
  Required
- title
  Required
- subtitle
- welcome_message
- new chat room
- users
- project
- template
Action
Search or write

Click Declined
Triggers when a recipient declined a clickwrap agreement.
Trigger
Instant
Try It
Envelope Completed
Triggers when an envelope is completed.
Trigger
Instant
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Envelope Created
Triggers when an envelope is created.
Trigger
Instant
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Envelope Deleted
Triggers when an envelope is deleted.
Trigger
Instant
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Envelope Discard
Triggers when an envelope is discarded.
Trigger
Instant
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Envelope Resent
Triggers when an envelope is resent.
Trigger
Instant
Try It
Envelope Voided
Triggers when an envelope is voided.
Trigger
Instant
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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
Recipient Autoresponded
Triggers when a recipient’s email account sent an automated response to an envelope notification.
Trigger
Instant
Try It
Recipient Declined
Triggers when a recipient declined to sign.
Trigger
Instant
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Recipient Delivered
Triggers when a recipient viewed the documents through the DocuSign signing website. This event does not signify email or SMS delivery of an envelope.
Trigger
Instant
Try It
Recipient Reassigned
Triggers when a recipient reassigned an envelope.
Trigger
Instant
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Recipient Sent
Triggers when a notification that it's their turn to sign was sent to the recipient.
Trigger
Instant
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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
- Bulk List ID
  Required
- Role Name
  Required
- Name
  Required
- Email
  Required
Action
Write
- List Name
  Required
- Role Name
  Required
- Name
  Required
- Email
  Required
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
- Brand ID
- Email Subject
- Email Body
Action
Write
- Envelope ID
  Required
Action
Write
- Template ID
  Required
Action
Write
- Template
  Required
- Email Subject
- Email Blurb
- Recipient Email
- Recipient Name
- Recipient Role
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
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Client Signed Up to Portal
Triggers when a client complete invitation to the portal.
Trigger
Instant
Try It
Form Completed (By Client)
Trigger when a form is completed by a client.
Trigger
Instant
Try It
Invoice Overdue
Triggers when an invoice is overdue.
Trigger
Instant
Try It
Message Sent
Triggers when a message is sent in a chatroom
Trigger
Instant
Try It
New Comment on a Task
Triggers when a new comment is created on a task.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New File Added to Task
Triggers when a new file is added to a task.
Trigger
Instant
Try It
New Folder
Triggers when a new folder is created.
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Instant
Try It
New Issued Proposal
Triggers when a new proposal is issued (non draft).
Trigger
Polling
Try It
New Proposal
Triggers when a new proposal is created.
Trigger
Polling
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
New Time Log
Triggers when a new time log is created.
Trigger
Polling
Try It
Project Stage Updated
Triggers when a project stage is updated.
Trigger
Instant
Try It
Smartdoc Completed
Triggers when a smartdoc is completed by a client.
Trigger
Instant
Try It
Task Completed
Triggers when a task is mark as completed.
Trigger
Instant
Try It
- invoice id
  Required
- accounting id
Action
Write
- workspace id
  Required
- title
  Required
- url
  Required
- display mode
- library
Action
Write
- chat_room_id
  Required
- participant_type
  Required
Action
Write
- name
  Required
- business description
- company email
- address
- postal_code
- city
- state
- country
- staff
- siret
- vat number
- website
- url linkedin
- owner
  Required
- Hubspot ID
Action
Write
- workspace
  Required
- contact
  Required
Action
Write
- description
- date
- duration in minutes
  Required
- billable
  Required
- hourly rate
- hourly cost
- project id
- task id
Action
Write
- name
  Required
- estimated revenue
- start date
- end date
- owner
  Required
- primary contact
- project type
  Required
Action
Write
- Title
  Required
- Description
- Quote comment
- Author Id
  Required
- Project Id
  Required
- Expires in days
- Payment Terms
- Contact Ids
- Payment Methods
Action
Write
- title
  Required
- subtitle
- welcome_message
- new chat room
- users
- project
- template
Action
Write
- workspace
  Required
- title
  Required
- content
  Required
- parent_id
- __new__
- library
Action
Write
- time log id
  Required
- description
- date
- duration in minutes
  Required
- billable
- hourly rate
- hourly cost
- project id
- task id
Action
Write
- company id
  Required
Action
Write
- form id
  Required
Action
Write
- workspace_id
  Required
- contact_id
  Required
Action
Write
- id
  Required
Action
Write
- chatroom id
  Required
- body
  Required
- private
Action
Write
- workspace id
  Required
- title
  Required
- subtitle
- welcome message
- chat room id
- project id
Action
Write
- contact_id
  Required
- full name
- first name
- last name
- email
- phone
- secondary phone
- contact type
- priority
- address
- postal code
- city
- state
- country
- job title
- url linkedin
- company
Action
Write
- project_id
  Required
- name
- estimated revenue
- start date
- end date
- owner
- primary contact
- project type
Action
Write
- workspace_id
  Required
- title
Action
Write
- Name
- contact id
Action
Search
- library
- type
- workspace_id
Action
Search
- find project by
  Required
Action
Search
- form_id
  Required
- status
Action
Search
- Find workspace by
  Required
Action
Search
- Email
- Phone
Action
Search
- proposal id
  Required
Action
Search
- invoice id
  Required
Action
Search
- chat_room_id
  Required
Action
Search
- Chatroom
  Required
Action
Search
- find project by
  Required
- name
  Required
- estimated revenue
- start date
- end date
- owner
  Required
- primary contact
- project type
  Required
Action
Search or write

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Connect Docusign and Hubflo 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 Hubflo integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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About Docusign

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

Learn moreLearn moreHelpHelp

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About Hubflo

Hubflo is the all-in-one client portal suite to work with clients

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Connect Docusign and Hubflo to unlock the power of 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 Hubflo 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 Hubflo on the world's largest no-code automation platform