Docusign + Squarespace Forms

Trigger new envelopes in DocuSign from new Squarespace Forms form submissions

Speed up your document signing procedure with this handy workflow. Once a new form submission is detected on Squarespace Forms, it rapidly dispatches an envelope using your selected template on DocuSign. This streamlines your process greatly by reducing manual input and accelerating the signing function.

When this happens...
New Form Submission
Triggers when form submission is submitted.
TriggerInstant
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Send Envelope Using Template
Sends a envelope signature request using a template.
ActionWrite

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Supported triggers and actions

- FormRequired
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Instant
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Click Agreed
Triggers when a recipient accepted a clickwrap agreement.
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Instant
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- Events to MonitorRequired
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Envelope Corrected
Triggers when an envelope is corrected.
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Instant
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Envelope Declined
Triggers when an envelope is declined.
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Instant
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Envelope Delivered
Triggers when an envelope is delivered.
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Instant
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Envelope Purge
Triggers when an envelope is purged.
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Instant
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Envelope Sent
Triggers when an envelope is sent.
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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.
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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.
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Instant
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Recipient Delegated
Triggers when a delegation rule is in place and an envelope is sent to a delegated signer.
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Instant
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Recipient Marked to Finish Later
Triggers when a recipient selected OTHER ACTIONS > Finish Later for an envelope.
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Instant
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Recipient Resent
Triggers when an envelope was resent to a specific recipient.
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Instant
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SMS Opt-In
Triggers when a recipient opted in to receiving SMS notifications for an envelope.
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Instant
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Template Created
Triggers when a template is created.
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Instant
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Template Modified
Triggers when a template is modified.
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Instant
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- Bulk List IDRequired
- TemplateRequired
Action
Write
- TemplateRequired
- Email Subject
- Email Blurb
- Recipient Email
- Recipient Name
- Recipient Role
Action
Write
- Envelope IDRequired
- Document IDRequired
Action
Write
- Template ID
- Brand ID
- Email Subject
- Email Body
Action
Write
- Template NameRequired
Action
Write
- WebformRequired
- Link TypeRequired
Action
Write
- Bulk List IDRequired
- TemplateRequired
Action
Write
- Envelope IDRequired
- Void ReasonRequired
Action
Write

- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
Click Declined
Triggers when a recipient declined a clickwrap agreement.
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Instant
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Envelope Completed
Triggers when an envelope is completed.
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Instant
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Envelope Created
Triggers when an envelope is created.
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Instant
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Envelope Deleted
Triggers when an envelope is deleted.
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Instant
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Envelope Discard
Triggers when an envelope is discarded.
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Instant
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Envelope Resent
Triggers when an envelope is resent.
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Instant
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Envelope Voided
Triggers when an envelope is voided.
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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.
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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.
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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.
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Instant
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Recipient Reassigned
Triggers when a recipient reassigned an envelope.
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Instant
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Recipient Sent
Triggers when a notification that it's their turn to sign was sent to the recipient.
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Instant
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SMS Opt-Out
Triggers when a recipient opted out of receiving SMS notifications for an envelope.
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Instant
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Template Deleted
Triggers when a template is deleted.
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Instant
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- Bulk List IDRequired
- Role NameRequired
- NameRequired
- EmailRequired
Action
Write
- List NameRequired
- Role NameRequired
- NameRequired
- EmailRequired
Action
Write
- Template NameRequired
- 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 IDRequired
Action
Write
- Template IDRequired
Action
Write
- TemplateRequired
- Email Subject
- Email Blurb
- Recipient Email
- Recipient Name
- Recipient Role
Action
Write
- Template IDRequired
- Template NameRequired
- Description
- Email SubjectRequired
- Email Message
- DocumentRequired
- Document Name
- Recipient Type
- Delivery Method
- Email
- Phone Number
- Name
- Role Name
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write