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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 "Add a Board Custom Field Option" in Kitchen.co.

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Zapier seamlessly connects Docusign and Kitchen.co, 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
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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
Try It
Envelope Delivered
Triggers when an envelope is delivered.
Trigger
Instant
Try It

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
Try It
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
Try It
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
Try It
Template Modified
Triggers when a template is modified.
Trigger
Instant
Try It
- 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
New Board
Triggers when a new board is created.
Trigger
Instant
Try It
Board Updated
Triggers when a board is updated.
Trigger
Instant
Try It
- Board
  Required
Trigger
Instant
Try It
- Board
  Required
Trigger
Instant
Try It
- Board
  Required
Trigger
Instant
Try It
- Board
  Required
Trigger
Instant
Try It
Client Deleted
Triggers when a client is deleted.
Trigger
Instant
Try It
New Conversation
Triggers when a new conversation is created.
Trigger
Instant
Try It
- Conversation
  Required
Trigger
Instant
Try It
New Doc
Triggers when a new doc is created.
Trigger
Instant
Try It
Doc Updated
Triggers when a doc is updated.
Trigger
Instant
Try It
Embed Deleted
Triggers when an embed is deleted.
Trigger
Instant
Try It
New Folder
Triggers when a new folder is created.
Trigger
Instant
Try It
Folder Updated
Triggers when a folder is updated.
Trigger
Instant
Try It
Invoice Deleted
Triggers when an invoice is deleted.
Trigger
Instant
Try It
Invoice Payment Failed
Triggers when an invoice payment fails.
Trigger
Instant
Try It
- Board
  Required
Trigger
Instant
Try It
- Board
  Required
Trigger
Instant
Try It
Milestone Deleted
Triggers when a milestone is deleted.
Trigger
Instant
Try It
New Note
Triggers when a new note is created.
Trigger
Polling
Try It
- Board
  Required
- User
  Required
- Role
  Required
- Notification
Action
Write
- Board
  Required
- Card
  Required
- User
  Required
Action
Write
- Doc
  Required
- User
  Required
- Role
  Required
- Notification
Action
Write
- Folder
  Required
- User
  Required
- Role
  Required
- Notification
Action
Write
- Milestone
  Required
- User
  Required
- Role
  Required
- Notification
Action
Write
- Conversation
  Required
Action
Write
- Embed
  Required
Action
Write
- Invoice
  Required
Action
Write
- Board
  Required
- Custom_field
  Required
- Custom_field_option
  Required
Action
Write
- Board
  Required
- Card
  Required
- Custom_field
  Required
Action
Write
- Board
  Required
- Card
  Required
- User
  Required
Action
Write
- Doc
  Required
- Membership
  Required
Action
Write
- Folder
  Required
- Membership
  Required
Action
Write
- Milestone
  Required
- Membership
  Required
Action
Write
- Conversation
  Required
Action
Write
- Embed
  Required
Action
Write
- Invoice
  Required
Action
Write
- Folder
- Title
  Required
- Visibility
  Required
Action
Write
- Board
  Required
- List
  Required
- Milestone
- Assignee
- Parent Card
- Title
  Required
- Description
- Start Date (e.g., 2024-03-31)
- Due Date (e.g., 2024-03-31)
- Due Reminder Date (e.g., 2024-03-31)
- Remaining_minutes_estimate
Action
Write
- Board
  Required
- Card
  Required
- Content
  Required
- Format
  Required
Action
Write
- Folder
- Title
  Required
- Visibility
  Required
Action
Write
- File
  Required
- Client
- Currency
- Due Date In Days (Max: 100)
- Due_reminder_message
- Due_reminder_send_days
- Folder
- Grand_total
  Required
- Issue Date (e.g., 2024-03-31)
- Number
  Required
- Payment_gateways
- Visibility
  Required
Action
Write
- Client
- Currency
- Title
- Amount
- Type
- Due Date In Days (Max: 100)
- Due_reminder_message
- Due_reminder_send_days
- Folder
- Footer_notes
- Issue Date (e.g., 2024-03-31)
- Title
- Description
- Amount
- Quantity
- Language
- Number
- Payment_gateways
- Shipping_amount
- Title
- Amount
- Visibility
  Required
Action
Write
- Board
  Required
- Title
  Required
Action
Write
- Folder
- Visibility
  Required
- Title
  Required
- Description
- Start Date (e.g., 2024-03-31)
- Due Date (e.g., 2024-03-31)
Action
Write
- Charge_automatically
- Client
- Currency
- Title
- Amount
- Type
- Due Date In Days (Max: 100)
- Due_reminder_message
- Due_reminder_send_days
- Footer_notes
- Title
- Description
- Amount
- Quantity
- Language
- Memo
- Payment_gateways
- Recurring Start Date (e.g., 2024-03-31)
- Recurring End Date (e.g., 2024-04-30)
- Recurring_frequency
- Recurring_period_unit
- Recurring_send_email_cc_addresses
- Recurring_send_email_message
- Recurring_send_to_conversation
- Shipping_amount
- Target_folder
- Title
- Amount
Action
Write
- Board
  Required
- Card
  Required
- Completed
  Required
Action
Write
- Board
  Required
- Custom_field
  Required
- Name
  Required
- Show_icon
- Visible_to_clients
- Color (in HEX, ex.: #FF00FF)
Action
Write
- Board
  Required
- Membership
  Required
- Role
  Required
Action
Write
- Board
  Required
- Card
  Required
- Custom_field
  Required
Action
Write
- Board
  Required
- Card
  Required
- Comment
  Required
- Content
  Required
Action
Write
- Conversation
  Required
- Membership
  Required
- Role
  Required
Action
Write
- Doc
  Required
- Membership
  Required
- Role
  Required
Action
Write
- Embed
  Required
- Membership
  Required
- Role
  Required
Action
Write
- Folder
  Required
- Membership
  Required
- Role
  Required
Action
Write
- Invoice
  Required
- Membership
  Required
- Role
  Required
Action
Write
- Board
  Required
- List
  Required
- Title
Action
Write
- Milestone
- Visibility
  Required
- Title
  Required
- Description
- Start Date (e.g., 2024-03-31)
- Due Date (e.g., 2024-03-31)
Action
Write
- Conversation
  Required
- Note
  Required
- Content
  Required
Action
Write
- Template
  Required
- Name
  Required
Action
Write
- Board
  Required
- Name
  Required
Action
Search
- Board
  Required
- Search_by
  Required
- Status
Action
Search
- Board
  Required
- Card
  Required
- Search_by
  Required
Action
Search
- Board
  Required
- Card
  Required
- Search_by
  Required
Action
Search
- Conversation
  Required
- User
  Required
Action
Search
- Doc
  Required
- User
  Required
Action
Search
- Embed
  Required
- User
  Required
Action
Search
- Folder
  Required
- User
  Required
Action
Search
- Invoice
  Required
- User
  Required
Action
Search
- Search_by
  Required
Action
Search
- Conversation
  Required
- Search_by
  Required
Action
Search
- Milestone
  Required
- User
  Required
Action
Search
- Search_by
  Required
Action
Search

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
Try It
Envelope Deleted
Triggers when an envelope is deleted.
Trigger
Instant
Try It
Envelope Discard
Triggers when an envelope is discarded.
Trigger
Instant
Try It
Envelope Resent
Triggers when an envelope is resent.
Trigger
Instant
Try It
Envelope Voided
Triggers when an envelope is voided.
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
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
Try It
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
Try It
Recipient Sent
Triggers when a notification that it's their turn to sign was sent to the recipient.
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
- 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
Board Deleted
Triggers when a board is deleted.
Trigger
Instant
Try It
- Board
  Required
Trigger
Instant
Try It
- Board
  Required
Trigger
Instant
Try It
- Board
  Required
Trigger
Instant
Try It
- Board
  Required
Trigger
Instant
Try It
New Client
Triggers when a new client is created.
Trigger
Instant
Try It
Client Updated
Triggers when a client is updated.
Trigger
Instant
Try It
Conversation Deleted
Triggers when a conversation is deleted.
Trigger
Instant
Try It
Conversation Updated
Triggers when a conversation is updated.
Trigger
Instant
Try It
Doc Deleted
Triggers when a doc is deleted.
Trigger
Instant
Try It
New Embed
Triggers when a new embed is created.
Trigger
Instant
Try It
Embed Updated
Triggers when an embed is updated.
Trigger
Instant
Try It
Folder Deleted
Triggers when a folder is deleted.
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Instant
Try It
Invoice Paid
Triggers when an invoice gets paid.
Trigger
Instant
Try It
Invoice Updated
Triggers when an invoice is updated.
Trigger
Instant
Try It
- Board
  Required
Trigger
Instant
Try It
New Milestone
Triggers when a new milestone is created.
Trigger
Instant
Try It
Milestone Updated
Triggers when a milestone is updated.
Trigger
Instant
Try It
- Board
  Required
- Custom_field
  Required
- Value
  Required
- Color (in HEX, ex.: #FF00FF)
  Required
Action
Write
- Board
  Required
- Card
  Required
- Label
  Required
Action
Write
- Conversation
  Required
- User
  Required
- Role
  Required
- Notification
Action
Write
- Embed
  Required
- User
  Required
- Role
  Required
- Notification
Action
Write
- Invoice
  Required
- User
  Required
- Role
  Required
- Notification
Action
Write
- Board
  Required
Action
Write
- Doc
  Required
Action
Write
- Folder
  Required
Action
Write
- Milestone
  Required
Action
Write
- Board
  Required
- Membership
  Required
Action
Write
- Board
  Required
- Card
  Required
- Label
  Required
Action
Write
- Conversation
  Required
- Membership
  Required
Action
Write
- Embed
  Required
- Membership
  Required
Action
Write
- Invoice
  Required
- Membership
  Required
Action
Write
- Board
  Required
Action
Write
- Doc
  Required
Action
Write
- Folder
  Required
Action
Write
- Milestone
  Required
Action
Write
- Board
  Required
- Name
  Required
- Type
  Required
- Show_icon
- Visible_to_clients
- Color (in HEX, ex.: #FF00FF)
Action
Write
- Email
  Required
- Name
  Required
- Job Title
- Notification
Action
Write
- Title
  Required
- Folder
- Content
- Format
- Client_email
- Client_name
- Client_notification
Action
Write
- Folder
- Title
  Required
- URL
  Required
- Visibility
  Required
Action
Write
- Folder
- Template
- Name
  Required
- Description
Action
Write
- Board
  Required
- Title
- Color (in HEX, ex.: #FF00FF)
  Required
Action
Write
- Conversation
  Required
- Content
  Required
- Format
  Required
- Send_at
Action
Write
- Conversation
  Required
- Content
  Required
- Format
  Required
Action
Write
- Name
  Required
- Folder
  Required
Action
Write
- Board
  Required
- Title
- Visibility
Action
Write
- Board
  Required
- Custom_field
  Required
- Custom_field_option
  Required
- Value
  Required
- Color (in HEX, ex.: #FF00FF)
  Required
Action
Write
- Board
  Required
- Card
  Required
- List
- Milestone
- Assignee
- Title
  Required
- Description
- Start Date (e.g., 2024-03-31)
- Due Date (e.g., 2024-03-31)
- Remaining_minutes_estimate
Action
Write
- Client
  Required
- Color (in HEX)
- Email
- Language (ISO code)
- Name
- Job Title
- Timezone
- Username
Action
Write
- Conversation
  Required
- Title
- Visibility
Action
Write
- Doc
  Required
- Title
- Visibility
Action
Write
- Embed
  Required
- Title
- URL
- Visibility
Action
Write
- Folder
  Required
- Name
- Description
- Visibility
Action
Write
- Invoice
  Required
- Client
- Currency
- Title
- Amount
- Type
- Due Date In Days (Max: 100)
- Due_reminder_message
- Due_reminder_send_days
- Folder
- Footer_notes
- Issue Date (e.g., 2024-03-31)
- Title
- Description
- Amount
- Quantity
- Language
- Memo
- Payment_gateways
- Shipping_amount
- Title
- Amount
- Visibility
  Required
Action
Write
- Board
  Required
- Label
  Required
- Title
- Color (in HEX)
Action
Write
- Conversation
  Required
- Message
  Required
- Content
- Send_at
Action
Write
- Milestone
  Required
- Membership
  Required
- Role
  Required
Action
Write
- Recurring_invoice
  Required
- Charge_automatically
- Client
- Currency
- Title
- Amount
- Type
- Due Date In Days (Max: 100)
- Due_reminder_message
- Due_reminder_send_days
- Footer_notes
- Title
- Description
- Amount
- Quantity
- Language
- Memo
- Payment_gateways
- Recurring_name
- Recurring_start_date
- Recurring_end_date
- Recurring_frequency
- Recurring_period_unit
- Recurring_send_email_cc_addresses
- Recurring_send_email_message
- Recurring_send_to_conversation
- Shipping_amount
- Target_folder
- Title
- Amount
Action
Write
- State
  Required
- Search_by
  Required
Action
Search
- Board
  Required
- User
  Required
Action
Search
- Board
  Required
- Card
  Required
- Search_by
  Required
Action
Search
- Search_by
  Required
Action
Search
- State
  Required
- Search_by
  Required
Action
Search
- State
  Required
- Search_by
  Required
Action
Search
- State
  Required
- Search_by
  Required
Action
Search
- State
  Required
- Search_by
  Required
Action
Search
- State
  Required
- Search_by
  Required
Action
Search
- Board
  Required
- Search_by
  Required
Action
Search
- Search_by
  Required
Action
Search
- State
  Required
- Search_by
  Required
Action
Search
- Conversation
  Required
- Search_by
  Required
Action
Search
- Search_by
  Required
Action
Search

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Connect Docusign and Kitchen.co to integrate crucial parts of your business

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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 Kitchen.co 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.

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About Kitchen.co

Kitchen helps you easily organize all your project conversations, tasks, invoices, and deliverables. Collaborate with your team and clients to get things done.

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Connect Docusign and Kitchen.co 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 Kitchen.co 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 Kitchen.co on the world's largest no-code automation platform