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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 "Create Customer" in OnRamp.

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Zapier seamlessly connects Docusign and OnRamp, 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.
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Instant
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- Events to Monitor
  Required
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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.
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Instant
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Envelope Sent
Triggers when an envelope is sent.
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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.
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Instant
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Recipient Marked to Finish Later
Triggers when a recipient selected OTHER ACTIONS > Finish Later for an envelope.
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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.
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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.
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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
Comment Deleted
Triggers when a comment is deleted.
Trigger
Instant
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Comment Created
Triggers when a new comment is created.
Trigger
Instant
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Comment Edited
Triggers when a comment is edited.
Trigger
Instant
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Customer Invited to Project
Triggers when a Customer is invited to a Project.
Trigger
Instant
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Module Deleted
Triggers when a project module is deleted.
Trigger
Instant
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Project Archived
Triggers when a project is archived.
Trigger
Instant
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Project Note Created
Triggers when a project note is created.
Trigger
Instant
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Project Note Updated
Triggers when a project note is updated.
Trigger
Instant
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Subtask Created
Triggers when a subtask is created.
Trigger
Instant
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Subtask Updated
Triggers when a subtask is updated.
Trigger
Instant
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Task Created
Triggers when a new task is created.
Trigger
Instant
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Task Updated
Triggers when a project task is updated.
Trigger
Instant
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- Name
  Required
- Email Address
  Required
- Mailing Address
  Required
Action
Write
- Task ID
  Required
Action
Write
- Customer ID
  Required
- Customer Name
- Email Address
- Physical Address
Action
Write
- Data Field Value UUID
  Required
- Data Field Value
  Required
Action
Write
- Task ID
  Required
- Task Name
Action
Write
- Project ID
  Required
- Project Name
Action
Write
- Data Field Name
- Is Archived
- Is Required
- Object Type Code
- Data Field Type
- Apply On Creation
Action
Search
- Project Name
- Owner ID
- Owner Email
- Customer Account ID
- Tag ID
- Status ID
- External ID
- Has Data Field UUID
- Data Field Value
Action
Search
- Project UUID
  Required
Action
Search
- Task Name
- Is Overdue
- Assigned User Email
- Project ID
Action
Search
- Role Name
Action
Search

Click Declined
Triggers when a recipient declined a clickwrap agreement.
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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
Comment Mention
Comment when a mention is included in a comment.
Trigger
Instant
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Comment Reply
Triggers when a user replies to a comment.
Trigger
Instant
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Project Created
Triggers when a new project is created.
Trigger
Instant
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Module Created
Triggers when a new project module is created.
Trigger
Instant
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Module Updated
Triggers when a project module is updated.
Trigger
Instant
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Project Completed
Triggers when a project is completed.
Trigger
Instant
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Project Note Deleted
Triggers when a project note is deleted.
Trigger
Instant
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Subtask Completed
Triggers when a subtask is completed.
Trigger
Instant
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Subtask Deleted
Triggers when a subtask is deleted.
Trigger
Instant
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Task Completed
Triggers when a task is marked as completed.
Trigger
Instant
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Task Deleted
Triggers when a task is removed from a project.
Trigger
Instant
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Project Updated
Triggers when a Project's details are updated.
Trigger
Instant
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- Module UUID
  Required
- Task Name
  Required
- Task Description
- Task Start Date
- Task Due Date
- Task Type
  Required
- Task Assignee
- Task Assignee Restrictions
Action
Write
- First Name
  Required
- Last Name
  Required
- Email Address
  Required
- User Role
  Required
- Phone Number
- Job Title
- Job Description
Action
Write
- Data Field UUID
  Required
- Data Field Name
- Data Field Description
- Data Field Default Value
- Data Field Is Required
- Data Field Is Apply On Creation
- Data Field Is Archived
Action
Write
- Module ID
  Required
- Module Name
Action
Write
- User ID
  Required
- First Name
- Last Name
- Email Address
- Phone Number
- Is Active
- User Role
Action
Write
- Customer Name
  Required
Action
Search
- Module Name
- Project Name
- Maximum Completed Percentage
- Minimum Completed Percentage
Action
Search
- Project Name
- Project Owner Email Address
Action
Search
- Task Name
- Project ID
- Is Overdue
- Assigned User ID
- Assigned User Email
- Tag ID
- Status ID
- Project External ID
- Has Data Field UUID
- Data Field Value
Action
Search
- First Name
- Last Name
- Email Address
- Is Customer User
Action
Search

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Connect Docusign and OnRamp 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 OnRamp 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 OnRamp

OnRamp is a customer onboarding and collaboration application

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Project Management

Connect Docusign and OnRamp 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 OnRamp 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 OnRamp on the world's largest no-code automation platform