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Choose a Trigger

Choose an Action

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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 "New Document" from DocuGenerate.

Add your action

An action happens after the trigger—such as "Create Envelope From Template" in E-Sign.

You’re connected!

Zapier seamlessly connects DocuGenerate and E-Sign, 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.

- Template
  Required
Trigger
Polling
Try It
- Template
  Required
- Name
- Format
Action
Write
New Completed Envelope
Triggers when an envelope has been signed by all signers and is complete.
Trigger
Polling
Try It
New Signer
Triggers when a document has a new signer
Trigger
Instant
Try It
- file url
  Required
Action
Write

New Template
Triggers when a new template is created.
Trigger
Polling
Try It
- File
  Required
- File Name
  Required
Action
Write
New Created Envelope
Triggers when a new envelope is created for signing.
Trigger
Polling
Try It
- Template ID
- Signer Names
- Signer Emails
- Update file
Action
Write

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect DocuGenerate and E-Sign 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

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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.

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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.

Make work flow with AI

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Learn about AI automation

About DocuGenerate

DocuGenerate is a tool to automatically generate high-quality PDF documents from Word templates and various data sources.

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Related categories

Documents

About E-Sign

Online document signing platform.