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1. Choose trigger event

2. Choose action

1. Select the event

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Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Matter" from Actionstep.

Add your action

An action happens after the trigger—such as "Add to Bulk Send List" in Docusign.

You’re connected!

Zapier seamlessly connects Actionstep and Docusign, 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.

New Matter
Triggers when an action/matter is created.
Trigger
Instant
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New File Note
Triggers when a new file note is created.
Trigger
Instant
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Matter Step Changed
Triggers when a step change occurs on an action/matter.
Trigger
Instant
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Updated Matter
Triggers when an existing Matter is updated.
Trigger
Instant
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- Assigned to Participant ID
- Action Type
  Required
- Action Name
  Required
- Action Status
  Required
- File Reference
- Priority
- File Note
- Import External Reference
Action
Write

- Matter
  Required
- Note Text
  Required
Action
Write
- Rate Sheet
- Assigned To
  Required
- Action ID
  Required
- Task Name
  Required
- Task Status
  Required
- Priority
  Required
- Due Date
  Required
- Actual Hours
  Required
- Billable Hours
  Required
- Started Date/Time
- Completed Date/Time
- Description
Action
Write

- Date
- Description
  Required
- Actual Hours
  Required
- Billable Hours
- Rate
- Matter Id
Action
Write
- File Note Id
  Required
- Note Content
  Required
Action
Write
- Matter Id
  Required
- Assign to Participant Id
- Name
- Status
- Reference
- Priority
- Import External Reference
Action
Write
- Task Id
  Required
- Status
- Priority
- Assigned To
- Due Date
- Actual Hours
- Billable Hours
- Completed Date/Time
Action
Write
- Custom Field Name
  Required
Action
Search
- Custom Field Id
  Required
- Matter Id
  Required
Action
Search
- Search By
  Required
- Search Value
  Required
Action
Search
- Search property
  Required
- Search value
  Required
Action
Search
- Search By
  Required
- Search Value
  Required
- Assigned to Participant ID
- Action Type
  Required
- Action Name
  Required
- Action Status
  Required
- File Reference
- Priority
- File Note
- Import External Reference
Action
Search or write
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

New Matter Participant
Triggers when a participant/contact is added to an action/matter.
Trigger
Instant
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New Contact
Triggers when a participant/contact is created.
Trigger
Instant
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New Task
Triggers when a new task is created.
Trigger
Instant
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- Participant Type
  Required
- Participant
  Required
- Matter
  Required
Action
Write
- Company/Business Name
  Required
- Physical Address - Line 1
- Physical Address - Line 2
- Physical Address - City
- Physical Address -State/Province
- Physical Address - ZIP/Post Code
- Physical Address - Country Code
  Required
- Mailing Address - Line 1
- Mailing Address - Line 2
- Mailing Address - City
- Mailing Address - State/Province
- Mailing Address - ZIP/Post Code
- Mailing Address - Country
  Required
- Phone 1 - Label
- Phone 1 - Country Code
- Phone 1 - Area Code
- Phone 1 - Number
- Phone 1 - Notes
- Fax Number
- SMS Number
- Email Address
- Website Address
- Division ID
- Phone 2 - Label
- Phone 2 - Country Code
- Phone 2 - Area Code
- Phone 2 - Number
- Phone 2 - Notes
- Phone 3 - Label
- Phone 3 - Country Code
- Phone 3 - Area Code
- Phone 3 - Number
- Phone 3 - Notes
- Phone 4 - Label
- Phone 4 - Country Code
- Phone 4 - Area Code
- Phone 4 - Number
- Phone 4 - Notes
- Import External Reference
Action
Write
- Salutation
- First Name
- Middle Name(s)
- Last Name
  Required
- Suffix
- Preferred Name
- Physical Address - Line 1
- Physical Address - Line 2
- Physical Address - City
- Physical Address -State/Province
- Physical Address - ZIP/Post Code
- Physical Address - Country Code
  Required
- Mailing Address - Line 1
- Mailing Address - Line 2
- Mailing Address - City
- Mailing Address - State/Province
- Mailing Address - ZIP/Post Code
- Mailing Address - Country
  Required
- Phone 1 - Label
- Phone 1 - Country Code
- Phone 1 - Area Code
- Phone 1 - Number
- Phone 1 - Notes
- Fax Number
- SMS Number
- Email Address
- Website Address
- Occupation
- Birthday
- Date of Death
- Marital Status
- Gender
- Division ID
- Phone 2 - Label
- Phone 2 - Country Code
- Phone 2 - Area Code
- Phone 2 - Number
- Phone 2 - Notes
- Phone 3 - Label
- Phone 3 - Country Code
- Phone 3 - Area Code
- Phone 3 - Number
- Phone 3 - Notes
- Phone 4 - Label
- Phone 4 - Country Code
- Phone 4 - Area Code
- Phone 4 - Number
- Phone 4 - Notes
- Import External Reference
Action
Write
- Matter Id
  Required
- Date
  Required
- Description
  Required
- Quantity
- Unit price
  Required
- Includes Tax
  Required
- Tax Code Id
  Required
Action
Write
- Id
  Required
- Company/Business Name
- Physical Address - Line 1
- Physical Address - Line 2
- Physical Address - City
- Physical Address - State/Province
- Physical Address - ZIP/Post Code
- Physical Address - Country Code
- Mailing Address - Line 1
- Mailing Address - Line 2
- Mailing Address - City
- Mailing Address - State/Province
- Mailing Address - ZIP/Post Code
- Mailing Address - Country Code
- Phone 1 - Label
- Phone 1 - Country Code
- Phone 1 - Area Code
- Phone 1 - Number
- Phone 1 - Notes
- Fax Number
- SMS Number
- Email Address
- Website Address
- Phone 2 - Label
- Phone 2 - Country Code
- Phone 2 - Area Code
- Phone 2 - Number
- Phone 2 - Notes
- Phone 3 - Label
- Phone 3 - Country Code
- Phone 3 - Area Code
- Phone 3 - Number
- Phone 3 - Notes
- Phone 4 - Label
- Phone 4 - Country Code
- Phone 4 - Area Code
- Phone 4 - Number
- Phone 4 - Notes
- Import External Reference
Action
Write
- Id
- Salutation
- First Name
- Middle Names(s)
- Last Name
- Suffix
- Preferred Name
- Physical Address - Line 1
- Physical Address - Line 2
- Physical Address - City
- Physical Address - State/Province
- Physical Address - ZIP/Post Code
- Physical Address - Country Code
- Mailing Address - Line 1
- Mailing Address - Line 2
- Mailing Address - City
- Mailing Address - State/Province
- Mailing Address - ZIP/Post Code
- Mailing Address - Country Code
- Phone 1 - Label
- Phone 1 - Country Code
- Phone 1 - Area Code
- Phone 1 - Number
- Phone 1 - Notes
- Fax Number
- SMS Number
- Email Address
- Website Address
- Occupation
- Birthday
- Date of Death
- Marital Status
- Gender
- Phone 2 - Label
- Phone 2 - Country Code
- Phone 2 - Area Code
- Phone 2 - Number
- Phone 2 - Notes
- Phone 3 - Label
- Phone 3 - Country Code
- Phone 3 - Area Code
- Phone 3 - Number
- Phone 3 - Notes
- Phone 4 - Label
- Phone 4 - Country Code
- Phone 4 - Area Code
- Phone 4 - Number
- Phone 4 - Notes
- Import External Reference
Action
Write
- Custom Field Value Id
  Required
- Custom Field Value
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Tax Code
  Required
Action
Search
- Search By
  Required
- Search Value
  Required
Action
Search
- Search property
  Required
- Search value
  Required
Action
Search
- Search By
  Required
- Search Value
  Required
- Indentity Type
  Required
- Company/Business Name
- Salutation
- First Name (Individual Only)
- Middle Name(s) (Individual Only)
- Last Name (Individual Only)
- Suffix (Individual Only)
- Preferred Name (Individual Only)
- Physical Address - Line 1
- Physical Address - Line 2
- Physical Address - City
- Physical Address -State/Province
- Physical Address - ZIP/Post Code
- Physical Address - Country Code
  Required
- Mailing Address - Line 1
- Mailing Address - Line 2
- Mailing Address - City
- Mailing Address - State/Province
- Mailing Address - ZIP/Post Code
- Mailing Address - Country
  Required
- Phone 1 - Label
- Phone 1 - Country Code
- Phone 1 - Area Code
- Phone 1 - Number
- Phone 1 - Notes
- Fax Number
- SMS Number
- Email Address
- Website Address
- Occupation (Individual Only)
- Birthday
- Date of Death
- Marital Status
- Gender
- Division ID
- Phone 2 - Label
- Phone 2 - Country Code
- Phone 2 - Area Code
- Phone 2 - Number
- Phone 2 - Notes
- Phone 3 - Label
- Phone 3 - Country Code
- Phone 3 - Area Code
- Phone 3 - Number
- Phone 3 - Notes
- Phone 4 - Label
- Phone 4 - Country Code
- Phone 4 - Area Code
- Phone 4 - Number
- Phone 4 - Notes
- Import External Reference
Action
Search or write
- Search property
  Required
- Search value
  Required
- Indentity Type
  Required
- Company/Business Name
- Salutation
- First Name (Individual Only)
- Middle Name(s) (Individual Only)
- Last Name (Individual Only)
- Suffix (Individual Only)
- Preferred Name (Individual Only)
- Physical Address - Line 1
- Physical Address - Line 2
- Physical Address - City
- Physical Address -State/Province
- Physical Address - ZIP/Post Code
- Physical Address - Country Code
  Required
- Mailing Address - Line 1
- Mailing Address - Line 2
- Mailing Address - City
- Mailing Address - State/Province
- Mailing Address - ZIP/Post Code
- Mailing Address - Country
  Required
- Phone 1 - Label
- Phone 1 - Country Code
- Phone 1 - Area Code
- Phone 1 - Number
- Phone 1 - Notes
- Fax Number
- SMS Number
- Email Address
- Website Address
- Occupation (Individual Only)
- Birthday
- Date of Death
- Marital Status
- Gender
- Division ID
- Phone 2 - Label
- Phone 2 - Country Code
- Phone 2 - Area Code
- Phone 2 - Number
- Phone 2 - Notes
- Phone 3 - Label
- Phone 3 - Country Code
- Phone 3 - Area Code
- Phone 3 - Number
- Phone 3 - Notes
- Phone 4 - Label
- Phone 4 - Country Code
- Phone 4 - Area Code
- Phone 4 - Number
- Phone 4 - Notes
- Import External Reference
Action
Search or 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
Try It
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

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

Learn about AI automation

About Actionstep

Actionstep is a Legal Practice Management Solution for Law firms.

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Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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