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Choose a trigger
A trigger is the event that starts your Zap—like a "Contact Created" from DocketManager.
Add your action
An action happens after the trigger—such as "Add Document to Workspace (For IAM Plans)" in Docusign.
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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.
- Contact Created
Triggers when a new Contact is Created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Customer Created
Triggers when a new Customer is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Order Placed Online
Triggers when an Online Order is placed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Payment Created
Triggers when a Payment is Created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Queue Changed
Triggers when and Order Item moves into a new Queue.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Quote Email
Triggers when a Quote Email is sent
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Supplier Created
Triggers when a new Supplier is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Sync Item
Triggers when the "Sync Item" button is clicked on the Item View page.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Task Completed
Triggers when a Task is marked as completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Vendor Updated
Triggers when a Vendor is modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Contact IdRequired
- Text
- TypeRequired
- LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- External ID
- Phone
- Cell
- Email
- Billing Address Name
- Billing Address
- Billing City
- Billing Region
- Billing Country
- Billing Zip/Postal
- Shipping Address Name
- Shipping Address
- Shipping City
- Shipping Region
- Shipping Country
- Shipping Zip/Postal
- Tags
- Default Order Statuses
- Default Item Statuses
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task TextRequired
- Due Date
- Assigned ToRequired
- Created ByRequired
- Customer IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task TextRequired
- Due Date
- Assigned ToRequired
- Created ByRequired
- Order Item IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task TextRequired
- Due Date
- Assigned ToRequired
- Created ByRequired
- Order IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Quote Item IdRequired
- Text
- TypeRequired
- LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Quote IdRequired
- Text
- TypeRequired
- LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Order IdRequired
- Tracking Number
- Contact Name
- Destination Address Name
- Destination Address
- Destination City
- Destination Region
- Destination Country
- Destination Zip/Postal
- Cost
- Price
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Queue NameRequired
- Order Item IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Update
- UpdatesRequired
- Billing
- Billing Address
- Shipping
- Shipping Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- NumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- NumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ByRequired
- Customer IdRequired
- NameRequired
- Title
- Phone
- Cell
- Email
- Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- 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.- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- New Navigator Agreement (For IAM Plans)
Triggers when a new Navigator agreement is created. Only available for Docusign IAM Plans.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Maestro Workflow Completed (For IAM Plans)
Triggers when a Maestro workflow completes. Only available for Docusign IAM Plans.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Maestro Workflow Started (For IAM Plans)
Triggers when a Maestro workflow starts. Only available for Docusign IAM Plans.
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 plan - New User Added to Workspace (For IAM Plans)
Triggers when a new user is added to a workspace. Only available for Docusign IAM Plans.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
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. - Workspace Documents (For IAM Plans)
Fetches documents from a workspace for selection. Only available for Docusign IAM Plans.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - 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.- 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.- 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.- Delete Document From Workspace (For IAM Plans)
Removes a document from a workspace permanently. Only available for Docusign IAM Plans.
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.- Find Documents in Workspace (For IAM Plans)
Lists and searches documents within a specific workspace. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Pause Maestro Workflow Instance (For IAM Plans)
Pauses a running workflow instance. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Trigger Maestro Workflow (For IAM Plans)
Triggers a Maestro workflow. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - List Users in Workspace (For IAM Plans)
Lists all users in a workspace with their roles and permissions. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Restore Workspace User Access (For IAM Plans)
Restores a user's access to a workspace by re-adding them. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - TemplateRequired
- Render Template TabsRequired
- 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.- Envelope IDRequired
- Void ReasonRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Find Maestro Workflow (For IAM Plans)
Finds Maestro workflows that match the search criteria. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Maestro Workflow Instance (For IAM Plans)
Finds Maestro workflow instances for a specific workflow. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.SearchFind existing data in your app
- Contact Updated
Triggers when a Contact is modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Customer Updated
Triggers when a Customer is modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Order Posted
Triggers when an Order is Posted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Proof Status Updated
Triggers when a Proof Status is Created or Changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Quote Converted
Triggers when a Quote is converted to an Order.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Shipping Email
Triggers when a Shipping Email is sent.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Supplier Updated
Triggers when a Supplier is modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Sync Order
Triggers when the "Sync Order" button is clicked on the Order View page.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Vendor Created
Triggers when a new Vendor is Created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Customer IdRequired
- NameRequired
- Title
- Phone
- Cell
- Email
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task TextRequired
- Due Date
- Assigned ToRequired
- Created ByRequired
- Contact IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer IdRequired
- Text
- TypeRequired
- LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Order Item IdRequired
- Text
- TypeRequired
- LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Order IdRequired
- Text
- TypeRequired
- LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Order IDRequired
- Created By Employee IDRequired
- Deposit TypeRequired
- Payment TypeRequired
- Reference Number
- Payment DateRequired
- Payment AmountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task TextRequired
- Due Date
- Assigned ToRequired
- Created ByRequired
- Quote Item IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task TextRequired
- Due Date
- Assigned ToRequired
- Created ByRequired
- Quote IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task TextRequired
- Due Date
- Assigned ToRequired
- Created ByRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Updates Help
- UpdatesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- NumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- NumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ByRequired
- NameRequired
- External ID
- Phone
- Cell
- Email
- Billing Address Name
- Billing Address
- Billing City
- Billing Region
- Billing Country
- Billing Zip/Postal
- Shipping Address Name
- Shipping Address
- Shipping City
- Shipping Region
- Shipping Country
- Shipping Zip/Postal
- Tags
- Default Order Statuses
- Default Item Statuses
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Click Declined
Triggers when a recipient declined a clickwrap agreement.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Updated Navigator Agreement (For IAM Plans)
Triggers when an existing Navigator agreement is updated. Only available for Docusign IAM Plans.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Maestro Workflow Failed (For IAM Plans)
Triggers when a Maestro workflow fails. Only available for Docusign IAM Plans.
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. - Polling Interval
- Warning_text
- Status
- Return only envelopes I created?
- Add certificate of completion?
- Include documents?
- Include recipients?
- Include custom fields?
- Download form data?
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New Workspace (For IAM Plans)
Triggers when a new workspace is created. Only available for Docusign IAM Plans.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
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. - Add Document to Workspace (For IAM Plans)
Uploads and adds a document to a workspace for organization and collaboration. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Add User to Workspace (For IAM Plans)
Adds a user to a workspace with specified permissions. Only available for Docusign IAM Plans.
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.- Create Envelope From Workspace (For IAM Plans)
Creates an envelope associated with the workspace. Envelope recipients will automatically be granted Participate access to the workspace. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Workspace (For IAM Plans)
Creates a new workspace for organizing documents, participants, and agreement workflows. Only available for Docusign IAM Plans.
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.- Find Workspaces (For IAM Plans)
Searches for workspaces by name. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Cancel Maestro Workflow Instance (For IAM Plans)
Cancels a running workflow instance. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Resume Maestro Workflow Instance (For IAM Plans)
Resumes a paused workflow instance. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - List Envelopes in Workspace (For IAM Plans)
Lists all envelopes created from a workspace. Only available for Docusign IAM Plans.
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.- Revoke Workspace User Access (For IAM Plans)
Removes a user's access to a workspace. Only available for Docusign IAM Plans.
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.- Update Workspace User (For IAM Plans)
Updates a user's role or status in a workspace. Only available for Docusign IAM Plans.
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.- Find Navigator Agreement (For IAM Plans)
Finds Navigator agreements that match the search criteria. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.SearchFind existing data in your app
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