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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 "New Company" from BoondManager.

Add your action

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

You’re connected!

Zapier seamlessly connects BoondManager 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 Company
ADMIN ONLY: Triggers when a new company is created
Trigger
Instant
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Company Updated
ADMIN ONLY: Triggers when a company is updated
Trigger
Instant
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Invoice Updated
ADMIN ONLY: Triggers when a invoice is updated
Trigger
Instant
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New Contact
ADMIN ONLY: Triggers when a new contact is created
Trigger
Instant
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New Opportunity
ADMIN ONLY: Triggers when a new opportunity is created
Trigger
Instant
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New Resource
ADMIN ONLY: Triggers when a new resource is created
Trigger
Instant
Try It
Opportunity Updated
ADMIN ONLY: Triggers when a opportunity is updated
Trigger
Instant
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Resource Updated
ADMIN ONLY: Triggers when a resource is updated
Trigger
Instant
Try It
- Contact id
  Required
- Action typeOf
- Action text
  Required
- Start date
- Id responsable action
- Dictionary Language
Action
Write
- Name
  Required
- State
- Website
- Phone1
- Fax
- Address
- Postcode
- town
- Country
- Number
- Origin (Type)
- Origin (detail)
- Expertise area
- Information comments
- Vat Number
- Registration number
- Legal status
- Registered office
- APE code
- Social Network - Facebook URL
- Social Network - viadeo URL
- Social Network - Linkedin URL
- Social Network - Twitter URL
- Staff
- Dictionary Language
Action
Write
- Contact id
- Contact Company id
- Title
  Required
- Description
- Criteria
- Reference
- State
- Type of
- Origin typeOf
- Origin detail
- Expertise area
- Activity Areas
- Place
- Duration
- Estimated Budget
- Turnover Estimated Excluding Tax
- Weighting
- Start Date
- Dictionary Language
Action
Write
- Parent ID
  Required
- Parent type
  Required
- File URL
Action
Write
- Candidate Id
  Required
- First name
- Last name
- Civility
- State
- Email1
- Phone1
- Address
- Postcode
- City
- Country
- Title
- Skills
- Availability
- Date of availability
- Date of birth
- Place of birth
- Nationality
- Current salary
- Desired salary - Low range
- Desired salary - High range
- Desired contract type
- Experience
- Education
- Social Network - Facebook URL
- Social Network - Viadeo URL
- Social Network - Linkedin URL
- Social Network - Twitter URL
- Dictionary Language
Action
Write
- Contact id
  Required
- Company id
- Civility
- First Name
  Required
- Last Name
  Required
- State
- Email1
- Phone1
- Fax
- Address
- Postcode
- Town
- Country
- Origine TypeOf
- Origin detail
- Activity areas
- Information comments
- Tools
- Department
- Function
- Dictionary Language
Action
Write
- Resource id
  Required
- Civility
- First name
  Required
- Last name
  Required
- Type of
- Title
- State
- Email1
  Required
- Email2
- Email3
- Phone1
- Phone2
- Phone3
- Address
- Postcode
- Town
- Country
- Date of birth
- Mobility areas
- Average daily price excluding tax
- Availability
- Date of availability
- Information comments
- Dictionary Language
Action
Write
- Company id
- Company Name
Action
Search
- Log id
  Required
Action
Search
- Candidate email
- First name
  Required
- Last name
  Required
- Civility
- State
- Email
- Phone
- Address
- Postcode
- City
- Country
- Source (Type)
- Source (detail)
- Title
- Skills
- Availability
- Date of availability
- Date of birth
- Place of birth
- Nationality
- Current salary
- Desired salary - Low range
- Desired salary - High range
- Desired contract type
- Experience
- Education
- Social Network - Facebook URL
- Social Network - Viadeo URL
- Social Network - Linkedin URL
- Social Network - Twitter URL
- Dictionary Language
Action
Search or write
- Contact Email
- Company id
  Required
- Civility
- First Name
  Required
- Last Name
  Required
- State
- Email1
- Phone1
- Fax
- Address
- Postcode
- Town
- Country
- Origine TypeOf
- Origin detail
- Activity areas
- Information comments
- Tools
- Department
- Function
- Social Network - Facebook URL
- Social Network - Viadeo URL
- Social Network - Linkedin URL
- Social Network - Twitter URL
- Dictionary Language
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
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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

Candidate Updated
ADMIN ONLY: Triggers when a candidate is updated
Trigger
Instant
Try It
Contact Updated
ADMIN ONLY: Triggers when a contact is updated
Trigger
Instant
Try It
New Candidate
ADMIN ONLY: Triggers when a new candidate is created
Trigger
Instant
Try It
New Invoice
ADMIN ONLY: Triggers when a new invoice is created
Trigger
Instant
Try It
New Project
ADMIN ONLY: Triggers when a new project is created
Trigger
Instant
Try It
New Action or Action Updated
ADMIN ONLY: Triggers when a new action is created, or when an action is updated
Trigger
Instant
Try It
Project Updated
ADMIN ONLY: Triggers when a project is updated
Trigger
Instant
Try It
- Candidate id
  Required
- Action typeOf
  Required
- Action text
- Start date
  Required
- Id responsable action
- Dictionary Language
Action
Write
- First name
  Required
- Last name
  Required
- Civility
- State
- Email
- Phone
- Address
- Postcode
- City
- Country
- Source (Type)
- Source (detail)
- Title
- Skills
- Availability
- Date of availability
- Date of birth
- Place of birth
- Nationality
- Current salary
- Desired salary - Low range
- Desired salary - High range
- Desired contract type
- Experience
- Education
- Social Network - Facebook URL
- Social Network - Viadeo URL
- Social Network - Linkedin URL
- Social Network - Twitter URL
- Dictionary Language
Action
Write
- Company id
  Required
- Civility
- First Name
  Required
- Last Name
  Required
- State
- Email1
- Phone1
- Fax
- Address
- Postcode
- Town
- Country
- Origine TypeOf
- Origin detail
- Activity areas
- Information comments
- Tools
- Department
- Function
- Social Network - Facebook URL
- Social Network - Viadeo URL
- Social Network - Linkedin URL
- Social Network - Twitter URL
- Dictionary Language
Action
Write
- Civility
- First name
  Required
- Last name
  Required
- Type of
- Title
- State
- Email1
  Required
- Email2
- Email3
- Phone1
- Phone2
- Phone3
- Address
- Postcode
- Town
- Country
- Date of birth
- Mobility areas
- Average daily price excluding tax
- Availability
- Information comments
- Facebook URL
- Viadeo URL
- Linkedin URL
- Twitter URL
- Main manager id
- HR manager id
- Agency id
- Contract typeOf
- Employee category
- Classification
- Contract start date
- Contract end date
- Contract probation end date
- Contract renewal probation end date
- Monthly salary
- Average Daily Cost
- Contract information comments
- Dictionary Language
Action
Write
- API Endpoint
  Required
- HTTP Method
  Required
- Request Body (JSON)
Action
Write
- company id
  Required
- Name
  Required
- State
- Website
- Phone1
- Fax
- Address
- Postcode
- town
- Country
- Number
- Origin (Type)
- Origin (Detail)
- Expertise area
- Information comments
- Vat Number
- Registration number
- Legal status
- Registered office
- APE code
- Staff
- Dictionary Language
Action
Write
- Opportunity id
  Required
- Title
  Required
- Description
- Criteria
- Reference
- State
- Type of
- Origin typeOf
- Origin detail
- Expertise area
- Activity Areas
- Place
- Duration
- Estimated Budget
- Turnover Estimated Excluding Tax
- Weighting
- Start Date
- Dictionary Language
Action
Write
- Candidate email
Action
Search
- Contact Email
Action
Search
- Resource email
Action
Search
- Company id
- Company Name
- Name
  Required
- State
- Website
- Phone1
- Fax
- Address
- Postcode
- town
- Country
- Number
- Origin (Type)
- Origin (detail)
- Expertise area
- Information comments
- Vat Number
- Registration number
- Legal status
- Registered office
- APE code
- Social Network - Facebook URL
- Social Network - viadeo URL
- Social Network - Linkedin URL
- Social Network - Twitter URL
- Staff
- Dictionary Language
Action
Search or write
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
Try It
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
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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
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

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Connect BoondManager 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 BoondManager 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 BoondManager

BoondManager is an ERP made for Consultancy and Services company. It helps you manage your recruitment, HR, CRM, Projects, Timesheets, Expenses, Leaves Balance and Billing!

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CRM (Customer Relationship Management)

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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

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