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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 OnRamp.
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Zapier seamlessly connects Docusign and OnRamp, 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 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 - Comment Mention
Comment when a mention is included in a comment.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Comment Reply
Triggers when a user replies to a comment.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Project Created
Triggers when a new project is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Module Created
Triggers when a new project module is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Module Updated
Triggers when a project module is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Project Completed
Triggers when a project is completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Project Note Deleted
Triggers when a project note is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Subtask Completed
Triggers when a subtask is completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Subtask Deleted
Triggers when a subtask is deleted.
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. - Task Deleted
Triggers when a task is removed from a project.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Project Updated
Triggers when a Project's details are updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Module UUIDRequired
- Task NameRequired
- Task Description
- Task Start Date
- Task Due Date
- Task TypeRequired
- Task Assignee
- Task Assignee Restrictions
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First NameRequired
- Last NameRequired
- Email AddressRequired
- User RoleRequired
- Phone Number
- Job Title
- Job Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Data Field UUIDRequired
- Data Field Name
- Data Field Description
- Data Field Default Value
- Data Field Is Required
- Data Field Is Apply On Creation
- Data Field Is Archived
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Module IDRequired
- Module Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- User IDRequired
- First Name
- Last Name
- Email Address
- Phone Number
- Is Active
- User Role
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Module Name
- Project Name
- Maximum Completed Percentage
- Minimum Completed Percentage
ActionThis is an event a Zap performs.SearchFind existing data in your app- Project Name
- Project Owner Email Address
ActionThis is an event a Zap performs.SearchFind existing data in your app- Task Name
- Project ID
- Is Overdue
- Assigned User ID
- Assigned User Email
- Tag ID
- Status ID
- Project External ID
- Has Data Field UUID
- Data Field Value
ActionThis is an event a Zap performs.SearchFind existing data in your app- First Name
- Last Name
- Email Address
- Is Customer User
ActionThis is an event a Zap performs.SearchFind existing data in your app
- 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 - Comment Deleted
Triggers when a comment is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Comment Created
Triggers when a new comment is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Comment Edited
Triggers when a comment is edited.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Customer Invited to Project
Triggers when a Customer is invited to a Project.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Module Deleted
Triggers when a project module is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Project Archived
Triggers when a project is archived.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Project Note Created
Triggers when a project note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Project Note Updated
Triggers when a project note is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Subtask Created
Triggers when a subtask is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Subtask Updated
Triggers when a subtask is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Task Created
Triggers when a new task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Task Updated
Triggers when a project task is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - NameRequired
- Email AddressRequired
- Mailing AddressRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer IDRequired
- Customer Name
- Email Address
- Physical Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Data Field Value UUIDRequired
- Data Field ValueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task IDRequired
- Task Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project IDRequired
- Project Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Data Field Name
- Is Archived
- Is Required
- Object Type Code
- Data Field Type
- Apply On Creation
ActionThis is an event a Zap performs.SearchFind existing data in your app- Project Name
- Owner ID
- Owner Email
- Customer Account ID
- Tag ID
- Status ID
- External ID
- Has Data Field UUID
- Data Field Value
ActionThis is an event a Zap performs.SearchFind existing data in your app- Project UUIDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Task Name
- Is Overdue
- Assigned User Email
- Project ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Role Name
ActionThis is an event a Zap performs.SearchFind existing data in your app
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