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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 "Click Agreed" from Docusign.

Add your action

An action happens after the trigger—such as "Add Attachment to PDF" in PDF4me.

You’re connected!

Zapier seamlessly connects Docusign and PDF4me, 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.
Trigger
Instant
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- 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
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Envelope Delivered
Triggers when an envelope is delivered.
Trigger
Instant
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Envelope Purge
Triggers when an envelope is purged.
Trigger
Instant
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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
Try It
Recipient Marked to Finish Later
Triggers when a recipient selected OTHER ACTIONS > Finish Later for an envelope.
Trigger
Instant
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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
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Template Modified
Triggers when a template is modified.
Trigger
Instant
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- 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
- Trigger Name
- Test File Url
Trigger
Instant
Try It
- File
  Required
- Specify File Name
- Barcode Type
  Required
- Text
  Required
- Pages
  Required
- Horizontal Align
  Required
- Vertical Align
  Required
- Barcode Width
- Barcode Height
- Horizontal Margin
- Vertical Margin
- Transparency
  Required
- Hide Text
- Set Process as Async
Action
Write
- File
  Required
- Specify File Name
- HTML Content
  Required
- Location
  Required
- Skip First Page
- Margin Top
- Margin Bottom
- Margin Left
- Margin Right
- Pages
  Required
Action
Write
- File
  Required
- File Name
- Top Margin
- Bottom Margin
- Left Margin
- Right Margin
Action
Write
- File
  Required
- File Name
- Watermark Text
  Required
- Position
- Font Family
- Size
- Text Colour
- Set Bold
- Set Underline
- Set Italics
- Opacity
- Rotation Angle
- Horizontal Position
- Vertical Position
Action
Write
- File
  Required
- File Name
- Image Type
  Required
- Compression Level
  Required
Action
Write
- File
  Required
- File Name
- First Row
- First Column
- Convert Number and Date
- Ignore Null Values
- Bold Title
- Wrap Title Text
Action
Write
- File
  Required
- File Name
- Output Format
Action
Write
- Barcode Type
  Required
- Text in the Barcode
  Required
Action
Write
- PDF File
  Required
- File Name
  Required
- Searched Text
  Required
- New Text
- Input Url
  Required
- Page Sequence
Action
Write
- File
  Required
- Specify File Name
- PDF/A Compliance
  Required
Action
Write
- File
  Required
- File Name
- Page Number
  Required
- Width
  Required
- Image Format
  Required
Action
Write
- File
  Required
- File Name
- Crop Type
Action
Write
- File
  Required
- File Name
- Page Numbers
  Required
Action
Write
- File
  Required
- Specify File Name
Action
Write
- File
  Required
- Specify File Name
- Select PDF4me-Workflow
  Required
Action
Write
- File
  Required
- Specify File Name
- Pages
Action
Write
- File
  Required
- Specify File Name
Action
Write
- File
  Required
- File Name
- Extract Mode
  Required
Action
Write
- File
  Required
- File Name
- Start Page Number
  Required
- End Page Number
  Required
- Remove Comments
- Remove Header Footer
- Accept Changes
Action
Write
- File
  Required
- Specify File Name
- Input Type
Action
Write
- File
  Required
- File Name
- Flip Orientation
Action
Write
- Template File
  Required
- Template File Name
- Template File Type
  Required
- Input Data Format Type
  Required
- Input Data Type
  Required
- Meta Data
- Keep Pdf Editable
Action
Write
- File
  Required
- File Name
Action
Write
- File
  Required
- Specify File Name
Action
Write
- File
  Required
- File Name
- Image Type
  Required
Action
Write
- File
  Required
- File Name
- Compression Type
Action
Write
- Files
  Required
- Output File Name
Action
Write
- Files
  Required
- Orientation
  Required
- Output File Name
Action
Write
- File
  Required
- File Name
- Template Name
  Required
Action
Write
- File
  Required
- File Name
- Quality Type
  Required
- Set Process as Async
Action
Write
- File
  Required
- File Name
- Quality Type
  Required
- Set Process as Async
Action
Write
- File
  Required
- File Name
Action
Write
- File
  Required
- File Name
- Custom Field
Action
Write
- File
  Required
- File Name
Action
Write
- File
  Required
- File Name
Action
Write
- File
  Required
- File Name
Action
Write
- Word File
  Required
- Word File Name
- Search Text
  Required
- Image File
- Skip first page
- Pages
Action
Write
- File
  Required
- File Name
- Paper Size
- Columns per Page
  Required
- Rows per Page
  Required
Action
Write
- File
  Required
- File Name
- Rotation Angle
- Proportionate Resize
  Required
- Background Color
Action
Write
- File
  Required
- Specify File Name
- Sign Image File
  Required
- Sign image file name
- Pages
  Required
- Horizontal Align
  Required
- Vertical Align
  Required
- Image Width
- Image Height
- Horizontal Margin
- Vertical Margin
- Transparency
  Required
Action
Write
- File
  Required
- Specify File Name
- Split Type
- Split File Naming
Action
Write
- File
  Required
- File Name
- Search Text
  Required
- Select Split Type
  Required
- Split File Naming
Action
Write
- File
  Required
- Specify File Name
- Password
  Required
Action
Write
- WebUrl
  Required
- Layout
- Paper Size
- Scale
- Top Margin
- Bottom Margin
- Left Margin
- Bottom Margin
- Print Background
- Display Header/Footer
Action
Write

Click Declined
Triggers when a recipient declined a clickwrap agreement.
Trigger
Instant
Try It
Envelope Completed
Triggers when an envelope is completed.
Trigger
Instant
Try It
Envelope Created
Triggers when an envelope is created.
Trigger
Instant
Try It
Envelope Deleted
Triggers when an envelope is deleted.
Trigger
Instant
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Envelope Discard
Triggers when an envelope is discarded.
Trigger
Instant
Try It
Envelope Resent
Triggers when an envelope is resent.
Trigger
Instant
Try It
Envelope Voided
Triggers when an envelope is voided.
Trigger
Instant
Try It
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
Try It
New Folder
Triggers when a new folder is created.
Trigger
Polling
Try It
Recipient Autoresponded
Triggers when a recipient’s email account sent an automated response to an envelope notification.
Trigger
Instant
Try It
Recipient Declined
Triggers when a recipient declined to sign.
Trigger
Instant
Try It
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
Try It
Recipient Reassigned
Triggers when a recipient reassigned an envelope.
Trigger
Instant
Try It
Recipient Sent
Triggers when a notification that it's their turn to sign was sent to the recipient.
Trigger
Instant
Try It
SMS Opt-Out
Triggers when a recipient opted out of receiving SMS notifications for an envelope.
Trigger
Instant
Try It
Template Deleted
Triggers when a template is deleted.
Trigger
Instant
Try It
- 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
- File
  Required
- Specify File Name
- Attachments
  Required
Action
Write
- File
  Required
- Specify File Name
- Field Name
  Required
- Form Field Type
  Required
- Initial Value
- Position X
- Position Y
- Pages
Action
Write
- File
  Required
- File Name
- Watermark File Content
  Required
- Position
- Opacity
- Rotation Angle
- Horizontal Offset
- Vertical Offset
Action
Write
- File
  Required
- Specify File Name
- Page Number Format
  Required
- Font Size
- Set Bold
- Set Italic
- Horizontal Align
  Required
- Vertical Align
  Required
- Horizontal Margin
- Vertical Margin
- Skip First Page
Action
Write
- File
  Required
- File Name
Action
Write
- File
  Required
- File Name
- Current Image Format
  Required
- New Image Format
  Required
Action
Write
- File
  Required
- File Name
- Output Size
Action
Write
- File
  Required
- File Name
Action
Write
- Specify EPC version
- Specify EPC character set
- Name of Beneficiary
  Required
- Beneficiary's Account (IBAN)
- Amount (EUR)
- Business Code
- Payment Reference
- Remittance Information
- Hint Text
Action
Write
- File
  Required
- File Name
- Number of Input Boxes
  Required
Action
Write
- File
  Required
- File Name
- Amount
- AV1 Parameters
- AV2 Parameters
- Billing Info
- Creditor Address Type
  Required
- Creditor City
- Creditor Name
  Required
- Creditor Postal Code
- Creditor Address Line 1
- Creditor Address Line 2
- Currency
- IBAN
  Required
- Language Type
- Reference
- Reference Type
- Separator Line
- Ultimate Debtor Address Type
- Ultimate Debtor City
- Ultimate Debtor Name
- Ultimate Debtor Postal Code
- Ultimate Debtor Address Line 1
- Ultimate Debtor Address Line 2
- Unstructured Message
Action
Write
- File
  Required
- File Name
- Crop Type
Action
Write
- PDF File
  Required
- File Name
  Required
- Page Sequence
Action
Write
- File
  Required
- Specify File Name
- Certificate File
  Required
- Certificate Password
  Required
- Pages
  Required
- Signer Name
- Sign Reason
- Sign Location.
- Height
- Width
- Horizontal Margin
- Vertical Margin
- Visible
Action
Write
- File
  Required
- Specify File Name
Action
Write
- File
  Required
- Specify File Name
Action
Write
- File
  Required
- File Name
- Page Numbers
  Required
Action
Write
- File
  Required
- Specify File Name
Action
Write
- File
  Required
- Specify File Name
- Expression
  Required
- Pages
  Required
Action
Write
- Template File
  Required
- Template File Name
- Select Input Type
Action
Write
- File
  Required
- Specify File Name
Action
Write
- Template File
  Required
- Template File Name
- Template File Type
  Required
- Input Data Format Type
  Required
- Input Data Type
  Required
- Meta Data
- Keep Pdf Editable
Action
Write
- File
  Required
- File Name
- Image Type
  Required
Action
Write
- File
  Required
- File Name
- Days
Action
Write
- File
  Required
- File Name
- Index File Path
- Layout
- Paper Size
- Scale
- Top Margin
- Bottom Margin
- Left Margin
- Bottom Margin
- Print Background
Action
Write
- File
  Required
- Specify File Name
- Image File
  Required
- Image File Name
- Pages
  Required
- Horizontal Align
  Required
- Vertical Align
  Required
- Image Width
- Image Height
- Horizontal Margin
- Vertical Margin
- Transparency
  Required
- Set to Background
Action
Write
- File
  Required
- File Name
- Markdown File Path
Action
Write
- File
  Required
- FileName
- Layer File
  Required
- Layer File Name
Action
Write
- File
  Required
- File Name
- Compression Type
Action
Write
- File
  Required
- File Name
- Quality Type
  Required
- Set Process as Async
Action
Write
- File
  Required
- File Name
- Quality Type
  Required
- Set Process as Async
Action
Write
- File
  Required
- File Name
- Paper Size
- Columns per Page
  Required
- Rows per Page
  Required
- Print Profile
Action
Write
- File
  Required
- File Name
Action
Write
- File
  Required
- Specify File Name
- Owner Password
- User Password
- Permission
  Required
Action
Write
- File
  Required
- File Name
- Select barcode types
  Required
Action
Write
- File
  Required
- File Name
- Image Type
  Required
Action
Write
- File
  Required
- Specify File Name
- Replace Text
  Required
- Image File
  Required
- Image Height
- Image Width
- Pages
  Required
Action
Write
- File
  Required
- File Name
- Image Resize Type
Action
Write
- File
  Required
- Specify File Name
- Rotate Direction
  Required
Action
Write
- File
  Required
- Specify File Name
- Rotate Direction
  Required
- Page Number
  Required
Action
Write
- File
  Required
- Specify File Name
- Barcode Text
- Barcode Filter
  Required
- Barcode Type
  Required
- Split Barcode Page
  Required
- PDF Render Dpi
  Required
- Combine Pages with Same Barcodes
- Return as Zip
Action
Write
- File
  Required
- Specify File Name
- Split Barcode Page
  Required
- PDF Render Dpi
  Required
- Combine Pages with Same Barcodes
- Return as Zip
Action
Write
- File
  Required
- Specify File Name
- Text
  Required
- Font Name
- Font Size
  Required
- Font Color
- Bold
- Underline
- Italics
- Rotate
- Pages
  Required
- Horizontal Alignment
  Required
- Vertical Alignment
  Required
- Horizontal Margin
- Vertical Margin
- Transparency
- Set to Background
- Set Transverse
- Fit Text To Page
Action
Write
- File
  Required
- File Name
Action
Write

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Connect Docusign and PDF4me 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 Docusign to PDF4me integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Docusign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.

Learn moreLearn moreHelpHelp

Related categories

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About PDF4me

PDF4me is a tool for pdf conversion, splitting, merging, make them PDF/A compliant, protect documents etc.

Learn moreLearn moreHelpHelp

Related categories

Documents

Connect Docusign and PDF4me 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 Docusign and PDF4me 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 Docusign to PDF4me on the world's largest no-code automation platform