Docusign + Plumsail Documents
Create signature requests in DocuSign for newly generated documents in Plumsail Documents
Every time a new document generation process is finished in Plumsail Documents, this integration will create a signature request in DocuSign. Alternatively, you can use the DocuSign delivery inside your Plumsail Documents generation process. It will help you speed up document signing.
Every time a new document generation process is finished in Plumsail Documents, this integration will create a signature request in DocuSign. Alternatively, you can use the DocuSign delivery inside your Plumsail Documents generation process. It will help you speed up document signing.
- When this happens...
Process FinishedTrigger when a process finished.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Send Envelope Using DocumentSends an envelope signature request using a document.
ActionWriteCreate a new record or update an existing record in your app.
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PDF fileRequired
Password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CSV fileRequired
Use first line as headers
Delimiter
Rows Count
Mapppings
Locale
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DOC fileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Archive fileRequired
Password
Include Folders
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DataRequired
Template fileRequired
Output type
Locale
Timezone
Template engineRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DataRequired
Template fileRequired
Password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DataRequired
Template fileRequired
Output type
Locale
Timezone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PDF fileRequired
Password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HTML fileRequired
Margins
Paper Size
Orientation
Header HTML file
Footer HTML file
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PDF fileRequired
Image contentRequired
Watermark position
Opacity
Watermark image width
A new height for the image that will be using for watermark
Auto scale
X coordinate
Y coordinate
Start page
End page
Pages
Password
PDF owner password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.JSON file
JSON data
Mapppings
Path to JSON array
Locale
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FilesRequired
Preserve Bookmarks
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PDF fileRequired
Password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PDF fileRequired
Filename Prefix
DPI
Pages
Start Page
End Page
Password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PDF fileRequired
Result Type
Start Page
End Page
Password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PPTX fileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Enable printingRequired
Enable modificationRequired
Enable extract dataRequired
Enable annotateRequired
PDF owner password
PDF user password
Current password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Regular expression patternRequired
String to search for matchesRequired
Replacement string
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Process NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PDF fileRequired
Text contentRequired
Rotation
Font
Bold
Italic
Text Align
Font Size
Color
Watermark position
Opacity
X coordinate
Y coordinate
Start page
End page
Password
PDF owner password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.XLS fileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Click Declined
Triggers when a recipient declined a clickwrap agreement.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Completed
Triggers when an envelope is completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Created
Triggers when an envelope is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Deleted
Triggers when an envelope is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Discard
Triggers when an envelope is discarded.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Resent
Triggers when an envelope is resent.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Voided
Triggers when an envelope is voided.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.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.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Folder
Triggers when a new folder is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planRecipient Autoresponded
Triggers when a recipient’s email account sent an automated response to an envelope notification.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Recipient Declined
Triggers when a recipient declined to sign.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.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.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Recipient Reassigned
Triggers when a recipient reassigned an envelope.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Recipient Sent
Triggers when a notification that it's their turn to sign was sent to the recipient.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.SMS Opt-Out
Triggers when a recipient opted out of receiving SMS notifications for an envelope.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Template Deleted
Triggers when a template is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Bulk List IDRequired
Role NameRequired
NameRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.List NameRequired
Role NameRequired
NameRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template NameRequired
Description
Email Subject
Email Message
Document
Document Name
Recipient Type
Delivery Method
Email
Phone Number
Name
Role Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Brand ID
Email Subject
Email Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Envelope IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TemplateRequired
Email Subject
Email Blurb
Recipient Email
Recipient Name
Recipient Role
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template IDRequired
Template NameRequired
Description
Email SubjectRequired
Email Message
DocumentRequired
Document Name
Recipient Type
Delivery Method
Email
Phone Number
Name
Role Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
FilenameRequired
File to convertRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.File nameRequired
Password
FilesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DOCX fileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email fileRequired
Merge Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PDF fileRequired
JSON dataRequired
Lock form fields
Password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DataRequired
Template fileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DataRequired
Template fileRequired
Locale
Timezone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DataRequired
Template fileRequired
Output type
Locale
Timezone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Raw HTML
HTML file
Margins
Size
Orientation
Decode HTML
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ImagesRequired
Image Per Page
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.JSON file
JSON data
Delimiter
Path to JSON array
Locale
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FilesRequired
Apply header and footer
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Content of CSV documentRequired
Delimiter
Rows Count
Use first line as headers
Locale
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PDF fileRequired
Filename Prefix
DPI
Pages
Start Page
End Page
Password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PDF fileRequired
Filename Prefix
DPI
Pages
Start Page
End Page
Password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PDF fileRequired
Overlay fileRequired
Overlay layer
Start page
End page
Pages
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PPT fileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Regular expression patternRequired
String to search for matchesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Regular expression patternRequired
String to search for matchesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PDF fileRequired
Split typeRequired
Filename Prefix
Password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.XLSX fileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Click Agreed
Triggers when a recipient accepted a clickwrap agreement.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Events to MonitorRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Corrected
Triggers when an envelope is corrected.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Declined
Triggers when an envelope is declined.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Delivered
Triggers when an envelope is delivered.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Purge
Triggers when an envelope is purged.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Sent
Triggers when an envelope is sent.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.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.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Status
Return only envelopes I created?
Add certificate of completion?
Download form data?
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planRecipient Authentication Failed
Triggers when a recipient failed an authentication check. If they had multiple attempts to pass a check, they failed all the attempts.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Recipient Completed
Triggers when a recipient signed or completed their actions for an envelope.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Recipient Delegated
Triggers when a delegation rule is in place and an envelope is sent to a delegated signer.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Recipient Marked to Finish Later
Triggers when a recipient selected OTHER ACTIONS > Finish Later for an envelope.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Recipient Resent
Triggers when an envelope was resent to a specific recipient.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.SMS Opt-In
Triggers when a recipient opted in to receiving SMS notifications for an envelope.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Template Created
Triggers when a template is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Template Modified
Triggers when a template is modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Bulk List IDRequired
TemplateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TemplateRequired
Email Subject
Email Blurb
Recipient Email
Recipient Name
Recipient Role
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Envelope IDRequired
Document IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template ID
Brand ID
Email Subject
Email Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WebformRequired
Link TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Bulk List IDRequired
TemplateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Envelope IDRequired
Void ReasonRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
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