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Update records in Ironclad when envelope status changes in DocuSign
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Docusign + Ironclad

Update records in Ironclad when envelope status changes in DocuSign

Details

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Docusign + Ironclad

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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 "Delete Record" in Ironclad.

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Zapier seamlessly connects Docusign and Ironclad, 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
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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
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- Status
- Return only envelopes I created?
- Add certificate of completion?
- Download form data?
Trigger
Polling
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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
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SMS Opt-In
Triggers when a recipient opted in to receiving SMS notifications for an envelope.
Trigger
Instant
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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
- User Email for Impersonation
- User ID for Impersonation
Trigger
Instant
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- Workflow Event
- User Email for Impersonation
- User ID for Impersonation
Trigger
Instant
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- Workflow Schema
  Required
- User Email for Impersonation
- User ID for Impersonation
Action
Write
- Name
  Required
- Links
- User Email for Impersonation
- User ID for Impersonation
Action
Write
- Workflow ID
  Required
- Workflow Schema
  Required
- Comment
  Required
- User Email for Impersonation
- User ID for Impersonation
Action
Write
- Workflow ID
  Required
- Comment
  Required
- User Email for Impersonation
- User ID for Impersonation
Action
Write
- Workflow ID
  Required
- User Email for Impersonation
- User ID for Impersonation
Action
Search

Click Declined
Triggers when a recipient declined a clickwrap agreement.
Trigger
Instant
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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
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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
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New Folder
Triggers when a new folder is created.
Trigger
Polling
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Recipient Autoresponded
Triggers when a recipient’s email account sent an automated response to an envelope notification.
Trigger
Instant
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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
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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
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Template Deleted
Triggers when a template is deleted.
Trigger
Instant
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- 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
- Workflow Document Event
- User Email for Impersonation
- User ID for Impersonation
Trigger
Instant
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- Record ID
  Required
- User Email for Impersonation
- User ID for Impersonation
Action
Write
- Workflow ID
  Required
- User Email for Impersonation
- User ID for Impersonation
Action
Write
- Record ID
  Required
- Name
- Add Links
- User Email for Impersonation
- User ID for Impersonation
Action
Write
- Workflow ID
  Required
- Role ID
  Required
- Status
  Required
- User Email for Impersonation
- User ID for Impersonation
Action
Write
- Record ID
  Required
- User Email for Impersonation
- User ID for Impersonation
Action
Search

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

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Frequently Asked Questions about Docusign + Ironclad integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Docusign and Ironclad

How do I initiate the integration between Docusign and Ironclad?

To initiate the integration, navigate to your Ironclad dashboard and access integrations. Within integrations, locate Docusign and follow the prompts to connect your accounts, ensuring you grant necessary permissions for automatic document handling.

Can I automate document signing from Ironclad using Docusign?

Yes, once integrated, you can set up triggers in Ironclad that automatically send documents to Docusign for signing based on specific contract milestones or approvals.

What types of documents can be sent from Ironclad to Docusign?

Most standard legal and business documents supported by Ironclad can be sent to Docusign for electronic signatures once the systems are linked through our integration setup.

How do triggers work in the Docusign-Ironclad integration?

Triggers are predefined events in Ironclad that prompt actions in Docusign. For example, finalizing a contract in Ironclad might trigger an action to send it via Docusign for signatures.

Are there any limitations on using templates with this integration?

Templates created in either system must be compatible with both platforms. Ensure fields required for signatures align correctly between Ironclad and Docusign templates.

Can I track the status of a document sent for signature through this integration?

Yes, within our system, you can monitor the status of any document sent via Docusign directly from your Ironclad dashboard under the documents section.

What happens if a document fails to send from Ironclad to Docusign?

If there's a failure sending a document, our system will alert you via email and within your dashboard. You can then review details of the error and attempt resending after resolving the issue.

About Docusign

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

Learn moreLearn moreHelpHelp

Related categories

Signatures

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About Ironclad

Ironclad is a contract lifecycle management platform used by companies to handle every type of contract workflow.

HelpHelp

Related categories

Documents

Connect Docusign and Ironclad to unlock the power of automation

Set up your first integration

Update records in Ironclad when envelope status changes in DocuSign

Update records in Ironclad when envelope status changes in DocuSign

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 Ironclad 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

Frequently Asked Questions about Docusign + Ironclad integrations

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