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Set up your first integration
Quickly connect Docusign to Housecall Pro with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Docusign with Housecall Pro - no code necessary. See how you can get setup in minutes.
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 Customer" in Housecall Pro.
You’re connected!
Zapier seamlessly connects Docusign and Housecall Pro, 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.
Try ItTriggerInstant - Events to MonitorRequired
Try ItTriggerInstant- Envelope Corrected
Triggers when an envelope is corrected.
Try ItTriggerInstant - Envelope Declined
Triggers when an envelope is declined.
Try ItTriggerInstant
- Click Declined
Triggers when a recipient declined a clickwrap agreement.
Try ItTriggerInstant - Envelope Completed
Triggers when an envelope is completed.
Try ItTriggerInstant - Envelope Created
Triggers when an envelope is created.
Try ItTriggerInstant - Envelope Deleted
Triggers when an envelope is deleted.
Try ItTriggerInstant
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Practical ways you can use Docusign and Housecall Pro
Generate signed agreements for new jobs.
When a new job is scheduled in Housecall Pro, Zapier automatically sends a signature request using a template in Docusign. This ensures agreements are in place before work starts, reducing risks and administrative workload.
Business OwnerLog completed jobs into Docusign.
When a job is completed in Housecall Pro, Zapier automatically creates a document in Docusign. This helps keep customer records accurate and up-to-date, streamlining record-keeping and administrative efforts.
Customer Support OpsLearn how to automate Docusign on the Zapier blog
Frequently Asked Questions about Docusign + Housecall Pro integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Docusign and Housecall Pro
How can I set up triggers for the integration between Docusign and Housecall Pro?
To set up triggers, begin by selecting Docusign as your trigger app and choose an event like 'Envelope Sent' or 'Envelope Completed'. In Housecall Pro, you can then create actions such as adding a project note, updating customer details, or sending follow-up emails based on these triggers. This setup allows for automated workflows between the two platforms.
Is it possible to send a document from Housecall Pro automatically once a Docusign envelope is completed?
Yes, you can automate sending documents from Housecall Pro once a Docusign envelope is completed by setting up the 'Envelope Completed' trigger. When this event occurs in Docusign, an action in Housecall Pro can be set to email specific documents or update records accordingly.
What actions can I perform in Housecall Pro after a Docusign document is signed?
Upon signing a document in Docusign, you can trigger various actions in Housecall Pro such as updating a job status, creating an invoice, adding tags to customer profiles, or dispatching service notifications. These actions provide seamless service operations following client agreements.
Can I use custom templates from Docusign within the integration?
Yes, within the integration you can utilize custom templates created in Docusign by selecting template-based triggers and actions. This allows consistent documentation with predefined fields whenever sending envelopes through automated campaigns.
Are there any specific fields that need mapping between Docusign and Housecall Pro?
Typically, key fields like customer name, email address, job date/time, or invoice numbers might require mapping between the systems. When setting up your integration, ensure these fields match correctly so data flows seamlessly across both platforms without manual intervention.
What should I do if my triggered actions aren't working properly after setup?
If triggered actions aren't functioning as expected after setup, verify your connection status and ensure that all authentication permissions are granted for both applications. Review each integration step for accuracy and check logs for any error messages or skipped events that may require adjustments.
Can workflows be paused without disconnecting the entire integration?
Certainly! You have the option to turn off specific workflows while keeping others active. Navigate to your workflow settings where you can pause individual automations temporarily without interrupting the rest of your integrated processes with either platform.
