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Choose a Trigger

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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 "Create CRM Task" in Veryswing VSA.

You’re connected!

Zapier seamlessly connects Docusign and Veryswing VSA, 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
Try It
- Events to Monitor
  Required
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It

- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It

New Navigator Agreement (For IAM Plans)
Triggers when a new Navigator agreement is created. Only available for Docusign IAM Plans.
Trigger
Polling
Try It
Maestro Workflow Completed (For IAM Plans)
Triggers when a Maestro workflow completes. Only available for Docusign IAM Plans.
Trigger
Instant
Try It
Maestro Workflow Started (For IAM Plans)
Triggers when a Maestro workflow starts. Only available for Docusign IAM Plans.
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
New User Added to Workspace (For IAM Plans)
Triggers when a new user is added to a workspace. Only available for Docusign IAM Plans.
Trigger
Polling
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
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
Workspace Documents (For IAM Plans)
Fetches documents from a workspace for selection. Only available for Docusign IAM Plans.
Trigger
Polling
Try It
- Bulk List ID
  Required
- Role Name
  Required
- Name
  Required
- Email
  Required
Action
Write
- Bulk List ID
  Required
- Template
  Required
Action
Write
- Template
  Required
- Email Subject
- Email Blurb
- Recipient Email
- Recipient Name
- Recipient Role
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
Delete Document From Workspace (For IAM Plans)
Removes a document from a workspace permanently. Only available for Docusign IAM Plans.
Action
Write
- Brand ID
- Email Subject
- Email Body
Action
Write
- Envelope ID
  Required
Action
Write
- Template ID
  Required
Action
Write
Find Documents in Workspace (For IAM Plans)
Lists and searches documents within a specific workspace. Only available for Docusign IAM Plans.
Action
Write
Pause Maestro Workflow Instance (For IAM Plans)
Pauses a running workflow instance. Only available for Docusign IAM Plans.
Action
Write
Trigger Maestro Workflow (For IAM Plans)
Triggers a Maestro workflow. Only available for Docusign IAM Plans.
Action
Write
List Users in Workspace (For IAM Plans)
Lists all users in a workspace with their roles and permissions. Only available for Docusign IAM Plans.
Action
Write
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.
Action
Write
- Template
  Required
- Render Template Tabs
  Required
- Email Subject
- Email Blurb
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
- Envelope ID
  Required
- Void Reason
  Required
Action
Write
Find Maestro Workflow (For IAM Plans)
Finds Maestro workflows that match the search criteria. Only available for Docusign IAM Plans.
Action
Search
Find Maestro Workflow Instance (For IAM Plans)
Finds Maestro workflow instances for a specific workflow. Only available for Docusign IAM Plans.
Action
Search
- Search in lastname, firstname, email, reference, job
- Filter by availability code
Trigger
Polling
Try It
- Customer Code
  Required
Trigger
Polling
Try It
- Job ID
  Required
Trigger
Polling
Try It
- Code
- Code Display
- Search Name
- List of Entity Ids
- Status Codes
- Parent Code
- Maximum Number of items requested per page
- Requested page number
Trigger
Polling
Try It
- Action User Id
  Required
- Prospect Status Code
  Required
- Priority Number
  Required
- Task Type
  Required
- Sales Users
  Required
- Task Name
- Deadline Date
  Required
- End Date
  Required
- Link Type
  Required
- Order Header Id
- OPPY Id
- Tiers Code
- Contacts Ids
- Free Contacts Ids
- Task Description
- Warning Active
- Warning Email
- Warning Days
Action
Write
- Customer code
  Required
- Address Code
  Required
- Description of the address
  Required
- Company name
  Required
- Address
  Required
- Address 2
- Address 3
- ZipCode
  Required
- City
  Required
- Country
  Required
- Country Code
  Required
- Phone
- Fax
- Default billing address
  Required
- Address used in Service
  Required
- Address used in Billing
  Required
- Address used for reminders
  Required
- Region
- Intra-community VAT number
- SIREN
- SIRET
Action
Write
- Entity Code VSA
  Required
- Type of Account
  Required
- Account Code
  Required
- Sale Login
  Required
- Closing Date
  Required
- Title
  Required
- Description
  Required
- Target Amount
- Currency Code
  Required
- Sales Stage Code
  Required
- Success Probability Code
  Required
- Reference
- Context
- Starting Date
- Ending Date
- Origin description
- Origin
Action
Write
- prospect Account Code
  Required
- Action User Id
  Required
- Prospect Status Code
  Required
- Use Parent Address
  Required
- Last Name
  Required
- First Name
- Gender
- Job Title
- Email
- Phone
- Address Line 1
- Zip Code
- City
- Country
- Territory
- Entities
- Parent Tiers Code
- Description
- Origin Code
- User ID
  Required
Action
Write
- Prospect Account Code
  Required
Action
Write
- Candidate Status code
  Required
- Candidate Mobility Code
- Candidate Origine code
- Candidate Availability code
- Candidate Entities membership
  Required
- Country or country code
- Study Level ID
- Email
  Required
- Firstname
  Required
- Lastname
  Required
- Gender
- Social Security Number
- Address
- Address 2
- Zipcode
- City
- Nationality
- Comment
- Birth Date
- PhoneMobile
- Reference
- Job Title
- Annual Salary
- OriginDetail
- Birth Country
- Birth Place
- Phone Personal
- Availability Date
- TrackingUser
Action
Write
- Prospect account code
  Required
- Action User Id
  Required
- Prospect Status Code
  Required
- Code Display
  Required
- Name
  Required
- Description
  Required
- Activity
  Required
- Main Name
  Required
- Main Address 1
  Required
- Main Zip Code
  Required
- Main City
  Required
- Main Country
  Required
- Default Billing Tax
  Required
- Sales Users
  Required
- Entities
  Required
- Legal Status
- Capital
- Rcs
- Main Siren
- Main Siret
- Euro Taxe Number
- Website
- Staff Size
- Turnover Id
- Turnover Currency
- Territory
- Main Email
- Main Phone
- Origin Code
- Parent Tiers Code
Action
Write
- Customer Name
Action
Search
- Job ID
  Required
Action
Search
- Code
- Code Display
- Name
- Entity Ids
- Parent Code
- Status Codes
Action
Search

Click Declined
Triggers when a recipient declined a clickwrap agreement.
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
Updated Navigator Agreement (For IAM Plans)
Triggers when an existing Navigator agreement is updated. Only available for Docusign IAM Plans.
Trigger
Polling
Try It
Maestro Workflow Failed (For IAM Plans)
Triggers when a Maestro workflow fails. Only available for Docusign IAM Plans.
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
- Polling Interval
- Warning_text
- Status
- Return only envelopes I created?
- Add certificate of completion?
- Include documents?
- Include recipients?
- Include custom fields?
- Download form data?
Trigger
Polling
Try It
New Workspace (For IAM Plans)
Triggers when a new workspace is created. Only available for Docusign IAM Plans.
Trigger
Polling
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Trigger
Instant
Try It
- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
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
Try It
Template Modified
Triggers when a template is modified.
Trigger
Instant
Try It
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.
Action
Write
Add User to Workspace (For IAM Plans)
Adds a user to a workspace with specified permissions. Only available for Docusign IAM Plans.
Action
Write
- List Name
  Required
- Role Name
  Required
- Name
  Required
- Email
  Required
Action
Write
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.
Action
Write
Create Workspace (For IAM Plans)
Creates a new workspace for organizing documents, participants, and agreement workflows. Only available for Docusign IAM Plans.
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
Find Workspaces (For IAM Plans)
Searches for workspaces by name. Only available for Docusign IAM Plans.
Action
Write
Cancel Maestro Workflow Instance (For IAM Plans)
Cancels a running workflow instance. Only available for Docusign IAM Plans.
Action
Write
Resume Maestro Workflow Instance (For IAM Plans)
Resumes a paused workflow instance. Only available for Docusign IAM Plans.
Action
Write
List Envelopes in Workspace (For IAM Plans)
Lists all envelopes created from a workspace. Only available for Docusign IAM Plans.
Action
Write
- Webform
  Required
- Link Type
  Required
Action
Write
Revoke Workspace User Access (For IAM Plans)
Removes a user's access to a workspace. Only available for Docusign IAM Plans.
Action
Write
- Bulk List ID
  Required
- Template
  Required
Action
Write
Update Workspace User (For IAM Plans)
Updates a user's role or status in a workspace. Only available for Docusign IAM Plans.
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Find Navigator Agreement (For IAM Plans)
Finds Navigator agreements that match the search criteria. Only available for Docusign IAM Plans.
Action
Search
- Customer Name
Trigger
Polling
Try It
- Customer Code
- Customer's Name
- Display Code of the customer
Trigger
Polling
Try It
- Customer Code
  Required
- Archived customer
- Enabled contact
Trigger
Polling
Try It
New Job Descriptor
Trigger when there is a New Job Descriptor
Trigger
Polling
Try It
- First Name
- Last Name
- Email
- Entity Ids
- Status Codes
- Parent tiers code
Trigger
Polling
Try It
- Entities
  Required
- Name
  Required
- Description
  Required
- Customer Display Code
  Required
- Sector of activity
  Required
- Name Address
  Required
- Address Line 1
  Required
- Address Line 2
- Address Line 3
- ZipCode
  Required
- City
  Required
- Country
  Required
- Country code (ISO 3166-1 alpha-2)
  Required
- Attached sales representatives
- Region
- Legal status
- Capital
- RCS
- SIREN
- SIRET
- Intraco VAT number
- Code of origin
- Description of origin
- Parent code
- External references
Action
Write
- Customer Code
  Required
- Gender
- Lastname
  Required
- Firstname
  Required
- Job
  Required
- Email
- Phone number
- Mobile phone number
- Fax
- Address Id. To attach an existing address
- Address Line 1
- Address Line 2
- Address Line 3
- ZipCode
- City
- Country Code
- Territory Code
- Social Network
- Description
- Data protection officer
- RSSI
Action
Write
- Prospect Status Code
  Required
- Code Display
  Required
- Name
  Required
- Description
  Required
- Activity
  Required
- Main Name
  Required
- Main Address 1
  Required
- Main Zip Code
  Required
- Main City
  Required
- Main Country
  Required
- Default Billing Tax
  Required
- Sales Users
  Required
- Entities
  Required
- Legal Status
- Capital
- Rcs
- Main Siren
- Main Siret
- Euro Taxe Number
- Website
- Staff Size
- Turnover Id
- Turnover Currency
- Territory
- Main Email
- Main Phone
- Action User Id
  Required
- Origin Code
- Parent Tiers Code
Action
Write
- ID
  Required
- Candidate Status code
- Candidate Mobility Code
- Candidate Origine code
- Candidate Availability code
- Candidate Entities membership
- Email
- First Name
- Last Name
- Gender
- Social Security Number
- Address
- Address 2
- Zipcode
- City
- Nationality
- Comment
- Birth Date
- Phone Mobile
- Reference
- Job
- Annual Salary
- Origin Detail
- Birth Country
- Birth Place
- Phone Personal
- Availability Date
- Tracking User
Action
Write
- Job offer Identifier
  Required
- Candidate Identifier
  Required
- Status code to link candidate and job offer
  Required
Action
Write
- Prospect Account Code
- Prospect contact ID
  Required
- Action User ID
  Required
- Prospect Status Code
  Required
- Use Parent Address
  Required
- Last Name
  Required
- First Name
- Gender
- Job Title
- Email
- Phone
- Address Line 1
- Zip Code
- City
- Country
- Territory
- Entities
- Parent Tiers Code
- Description
- Origin Code
- User ID
  Required
Action
Write
- ID
  Required
- Candidate Status code
  Required
- Candidate Mobility Code
- Candidate Origine code
- Candidate Availability code
- Candidate Entities membership
  Required
- Email
  Required
- Firstname
  Required
- Lastname
  Required
- gender
- Social Security Number
- Address
- Address 2
- Zipcode
- City
- Nationality
- Comment
- Birth Date
- Mobile Phone
- Reference
- job
- Salary Annual
- Origin Detail
- Birth Country
- BirthPlace
- Phone Personal
- Availability Date
- Tracking User
Action
Write
- lastname, firstname, email, reference, job
- Availability
Action
Search
- Prospect Contact ID
  Required
Action
Search
- Prospect Code
  Required
- Last Name
- First Name
- Email
- Entity IDs
- Status Codes
Action
Search

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Customers have created over 25 million Zaps on the platform

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Connect Docusign and Veryswing VSA 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 Veryswing VSA 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.

HelpHelp

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About Veryswing VSA

Veryswing VSA is an ERP made for consultancy and service firms. It manages Recruitment, HR, CRM, Projects, Expenses, Leaves Balance, Bills, Purchase and Financial KPI.

HelpHelp

Related categories

Sales & CRM

Connect Docusign and Veryswing VSA 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 Veryswing VSA 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 Veryswing VSA on the world's largest no-code automation platform