Connect Docusign and Kiflo PRM to power AI-driven automation

Triggers when an envelope is purged.

Triggers when an envelope is sent.

Triggers when a recipient’s email account sent an automated response to an envelope notification.

Triggers when a recipient declined to sign.

Triggers when a recipient viewed the documents through the Docusign signing website. This event does not signify email or SMS delivery of an envelope.

Triggers when a recipient reassigned an envelope.

Triggers when a notification that it's their turn to sign was sent to the recipient.

Adds new recipients to an existing bulk send list.

Sends a template to multiple recipients using a bulk send list.

Creates a draft signature request.

Creates a new template using a document.

Sends an envelope signature request using a document.

Retrieves a list of documents associated with an envelope.

Retrieves a list of documents associated with a template.

Creates a signature request.

Updates an existing template with new documents and recipients.

Voids an existing envelope.

Retrieves custom fields (text and list fields) for a specific envelope by ID. Use this search when you need to fetch custom field data without triggering hydration timeouts in your trigger steps.

Retrieves form field data for a specific envelope by ID. Use this search when you need to fetch form data without triggering hydration timeouts in your trigger steps. Note: The "Allow sender to download form data" setting must be enabled in DocuSign (

Retrieves all recipients (signers, agents, editors, carbon copies, etc.) for a specific envelope by ID. Use this search when you need to fetch recipient data without triggering hydration timeouts in your trigger steps.

Creates a new customer.

Accepts a deal.

Associates a customer to a deal.

Refuses a deal.

Accepts a lead.

Converts a lead to a deal.

Refuses a lead.

Creates a new note.

Reject a new partner application.

Invite a Team Membmer (send invitation email).

Adds a partner in the first stage of an onboarding pipeline.

Accepts a payout.

Pay a payout.

Validates a payout.

Creates a new transaction.

Finds an existing contact.

Finds an existing deal.

Finds an existing partner application.

Finds an existing partner.

Finds an existing transaction.

Finds an existing Customer or creates a new one.

Finds an existing Lead or creates a new one.

Finds an existing Transaction or creates a new one.

Triggers when an envelope is resent.

Triggers when an envelope is voided.

Triggers when an envelope is sent, completed, signed, voided, or declined. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Some data may be unavailable if you do not have full access to the envelope.

Triggers when a recipient failed an authentication check. If they had multiple attempts to pass a check, they failed all the attempts.

Triggers when a recipient signed or completed their actions for an envelope.

Triggers when a delegation rule is in place and an envelope is sent to a delegated signer.

Triggers when a recipient selected OTHER ACTIONS > Finish Later for an envelope.

Triggers when an envelope was resent to a specific recipient.

Creates a new bulk send list with multiple recipients.

Downloads a document from an envelope.

Sends a envelope signature request using a template.

Finds a template by name.

Creates a pre-filled webform link.

Tests if a template can be sent to a bulk send list.

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Retrieves a list of documents associated with an envelope by ID, with downloadable file URLs. Use this search when you need to fetch document metadata and download links without triggering hydration timeouts in your trigger steps.

Retrieves metadata and timing information for a specific envelope by ID, including email subject/message, timestamps, and status. Use this search when you need to fetch envelope information without triggering hydration timeouts in your trigger steps.

Create a new channel conflict.

Updates an existing contact.

Updates an existing customer.

Adds a partner with his role on an existing deal.

Creates a new deal.

Updates an existing deal.

Converts a lead to a customer.

Creates a new lead.

Updates an existing lead.

Accept a new partner application.

Give a certification to a partner team member.

Creates a new partner.

Updates an existing partner.

Creates new payouts.

Updates an existing payout.

Create a new reward.

Finds an existing certification by name.

Finds an existing customer.