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Create new Docusign signature requests from new Wrike folders
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Wrike + Docusign

Create new Docusign signature requests from new Wrike folders

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Wrike + Docusign

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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 Comment" in Wrike.

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Zapier seamlessly connects Docusign and Wrike, 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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- Events to Monitor
  Required
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Instant
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Envelope Corrected
Triggers when an envelope is corrected.
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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.
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.
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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.
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
- Folder
  Required
Trigger
Polling
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- Folder
  Required
- Task by Selection
- Task by Name
- Comment Text
  Required
Action
Write
- Parent Folder
  Required
- Title
  Required
- Description
- Start Date
- End Date
- Contract Type
- Share With
- Project Owners
- Status
- Budget
- With Invitations?
- Metadata
Action
Write
- Folder
  Required
- Task by Selection
- Task by Name
- Hours
  Required
- Date
- Comment
Action
Write

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.
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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
- Folder
  Required
- Track Subfolders
  Required
Trigger
Polling
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- Parent Folder
  Required
- Title
  Required
- Description
- Description Format
Action
Write
Create Task
Create a new task.
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

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Connect Docusign and Wrike 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

Learn how to automate Wrike on the Zapier blog

Make work flow with AI

Level up your Docusign to Wrike 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 + Wrike integrations

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

How do I start integrating DocuSign with Wrike?

To begin integrating DocuSign with Wrike, you can use our platform to set up triggers and actions between the two apps. Start by choosing a trigger in DocuSign, such as 'Envelope Sent' or 'Envelope Completed,' and then select corresponding actions in Wrike, like creating a task or updating a project.

What triggers are available for DocuSign in our integration?

We offer several triggers for DocuSign, including 'Envelope Sent', 'Envelope Completed', 'Document Signed', and more. These triggers initiate specified actions in Wrike based on activities occurring within your DocuSign account.

Can I create new tasks in Wrike using data from DocuSign?

Yes, you can create new tasks in Wrike by using data from completed documents in DocuSign. By setting a trigger such as 'Document Signed' in DocuSign, you can configure an action to automatically generate a task in your Wrike workspace.

Is it possible to update existing projects in Wrike with signatures from DocuSign?

Yes, you can update existing projects or tasks in Wrike when certain conditions are met in DocuSign. For instance, using the 'Envelope Completed' trigger in DocuSign can automatically update task statuses or add comments within your designated projects on Wrike.

How do we handle errors during the integration process?

Errors during integration between Docusign and Wrike are notified through our dashboard alerts or email notifications. It's also possible to set filters and conditions that prevent errors by making sure only valid data is sent through the triggers.

Are there any limits on the number of envelopes processed through this integration?

While it's largely dependent on your specific plan with both Docusign and us, generally, both platforms support a significant number of automation tasks. However, be sure to check any limitations related to transaction volumes or specific usage caps as stipulated by Docusign.

Do I require coding skills to set up this integration between Docusign and Wrike?

No coding skills are necessary to set up the integration between Docusign and Wrike through our platform. Our user-friendly setup involves selecting predefined triggers and actions without needing any technical expertise.

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 Wrike

Wrike is a flexible project management and collaboration platform that enables you to organize your projects, tasks, plans and discussions. It helps you sync your team’s efforts and track your work progress in real time.

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Connect Docusign and Wrike to unlock the power of automation

Set up your first integration

Create new Docusign signature requests from new Wrike folders

Create new Docusign signature requests from new Wrike folders

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 Wrike 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

Learn how to automate Wrike on the Zapier blog

4 ways to automate Wrike with Zapier

Make work flow with AI

Frequently Asked Questions about Docusign + Wrike integrations

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