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  • Upload newly-signed DocuSign envelopes to Google Drive

    • Docusign logo
    • Google Drive logo
    Docusign + Google Drive
  • Send Slack channel messages for signed DocuSign envelopes

    • Docusign logo
    • Slack logo
    Docusign + Slack
  • Upload newly-signed DocuSign envelopes to Dropbox

    • Docusign logo
    • Dropbox logo
    Docusign + Dropbox
  • Add Google Sheets rows for new sent or completed DocuSign envelopes

    • Docusign logo
    • Google Sheets logo
    Docusign + Google Sheets
  • Create DocuSign signature requests for new reserved orders in Booqable

    • Booqable logo
    • Docusign logo
    Booqable + Docusign
  • Create DocuSign signature requests for new entries in Typeform

    • Typeform logo
    • Docusign logo
    Typeform + Docusign
  • Upload newly-signed DocuSign envelopes to Google Drive

    • Docusign logo
    • Google Drive logo
    Docusign + Google Drive
  • Send Slack channel messages for signed DocuSign envelopes

    • Docusign logo
    • Slack logo
    Docusign + Slack
  • Upload newly-signed DocuSign envelopes to Dropbox

    • Docusign logo
    • Dropbox logo
    Docusign + Dropbox
  • Add Google Sheets rows for new sent or completed DocuSign envelopes

    • Docusign logo
    • Google Sheets logo
    Docusign + Google Sheets
  • Create DocuSign signature requests for new reserved orders in Booqable

    • Booqable logo
    • Docusign logo
    Booqable + Docusign
  • Create DocuSign signature requests for new entries in Typeform

    • Typeform logo
    • Docusign logo
    Typeform + Docusign
  • Send direct messages in Slack for completed DocuSign envelopes

    • Docusign logo
    • Slack logo
    Docusign + Slack
  • Create DocuSign signature requests for new rows in a Google Sheet

    • Google Sheets logo
    • Docusign logo
    Google Sheets + Docusign
  • Create DocuSign signature requests from new responses in Google Forms

    • Google Forms logo
    • Docusign logo
    Google Forms + Docusign
  • Create Wealthbox CRM notes when DocuSign envelope statuses are updated

    • Docusign logo
    • Wealthbox CRM logo
    Docusign + Wealthbox CRM
  • Create ActiveCampaign contacts from newly sent DocuSign envelopes

    • Docusign logo
    • ActiveCampaign logo
    Docusign + ActiveCampaign
  • Send emails from Gmail when new DocuSign envelopes are sent or completed

    • Docusign logo
    • Gmail logo
    Docusign + Gmail
    • Send direct messages in Slack for completed DocuSign envelopes

      • Docusign logo
      • Slack logo
      Docusign + Slack
    • Create DocuSign signature requests for new rows in a Google Sheet

      • Google Sheets logo
      • Docusign logo
      Google Sheets + Docusign
    • Create DocuSign signature requests from new responses in Google Forms

      • Google Forms logo
      • Docusign logo
      Google Forms + Docusign
    • Create Wealthbox CRM notes when DocuSign envelope statuses are updated

      • Docusign logo
      • Wealthbox CRM logo
      Docusign + Wealthbox CRM
    • Create ActiveCampaign contacts from newly sent DocuSign envelopes

      • Docusign logo
      • ActiveCampaign logo
      Docusign + ActiveCampaign
    • Send emails from Gmail when new DocuSign envelopes are sent or completed

      • Docusign logo
      • Gmail logo
      Docusign + Gmail

    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.

    • Docusign triggers, actions, and search
      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
    • Docusign triggers, actions, and search
      New Navigator Agreement (For IAM Plans)

      Triggers when a new Navigator agreement is created. Only available for Docusign IAM Plans.

      Trigger
      Polling
      Try It
    • Docusign triggers, actions, and search
      Maestro Workflow Completed (For IAM Plans)

      Triggers when a Maestro workflow completes. Only available for Docusign IAM Plans.

      Trigger
      Instant
      Try It
    • Docusign triggers, actions, and search
      Maestro Workflow Started (For IAM Plans)

      Triggers when a Maestro workflow starts. Only available for Docusign IAM Plans.

      Trigger
      Instant
      Try It
    • Docusign triggers, actions, and search
      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
    • Docusign triggers, actions, and search
      New Folder

      Triggers when a new folder is created.

      Trigger
      Polling
      Try It
    • Docusign triggers, actions, and search
      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
    • Docusign triggers, actions, and search
      SMS Opt-Out

      Triggers when a recipient opted out of receiving SMS notifications for an envelope.

      Trigger
      Instant
      Try It
    • Docusign triggers, actions, and search
      Template Deleted

      Triggers when a template is deleted.

      Trigger
      Instant
      Try It
    • Docusign triggers, actions, and search
      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
    • Docusign triggers, actions, and search
      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
    • Docusign triggers, actions, and search
      Find Documents in Workspace (For IAM Plans)

      Lists and searches documents within a specific workspace. Only available for Docusign IAM Plans.

      Action
      Write
    • Docusign triggers, actions, and search
      Pause Maestro Workflow Instance (For IAM Plans)

      Pauses a running workflow instance. Only available for Docusign IAM Plans.

      Action
      Write
    • Docusign triggers, actions, and search
      Trigger Maestro Workflow (For IAM Plans)

      Triggers a Maestro workflow. Only available for Docusign IAM Plans.

      Action
      Write
    • Docusign triggers, actions, and search
      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
    • Docusign triggers, actions, and search
      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
      • Envelope ID
        Required
      Action
      Search
      • Envelope ID
        Required
      Action
      Search
      • Envelope ID
        Required
      Action
      Search
    • Docusign triggers, actions, and search
      Find Navigator Agreement (For IAM Plans)

      Finds Navigator agreements that match the search criteria. Only available for Docusign IAM Plans.

      Action
      Search
    • Docusign triggers, actions, and 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
    • Docusign triggers, actions, and search
      Updated Navigator Agreement (For IAM Plans)

      Triggers when an existing Navigator agreement is updated. Only available for Docusign IAM Plans.

      Trigger
      Polling
      Try It
    • Docusign triggers, actions, and search
      Maestro Workflow Failed (For IAM Plans)

      Triggers when a Maestro workflow fails. Only available for Docusign IAM Plans.

      Trigger
      Instant
      Try It
    • Docusign triggers, actions, and search
      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
    • Docusign triggers, actions, and search
      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
    • Docusign triggers, actions, and search
      SMS Opt-In

      Triggers when a recipient opted in to receiving SMS notifications for an envelope.

      Trigger
      Instant
      Try It
    • Docusign triggers, actions, and search
      Template Created

      Triggers when a template is created.

      Trigger
      Instant
      Try It
    • Docusign triggers, actions, and search
      Template Modified

      Triggers when a template is modified.

      Trigger
      Instant
      Try It
    • Docusign triggers, actions, and search
      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
    • Docusign triggers, actions, and search
      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
    • Docusign triggers, actions, and search
      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
    • Docusign triggers, actions, and search
      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
    • Docusign triggers, actions, and search
      Find Workspaces (For IAM Plans)

      Searches for workspaces by name. Only available for Docusign IAM Plans.

      Action
      Write
    • Docusign triggers, actions, and search
      Cancel Maestro Workflow Instance (For IAM Plans)

      Cancels a running workflow instance. Only available for Docusign IAM Plans.

      Action
      Write
    • Docusign triggers, actions, and search
      Resume Maestro Workflow Instance (For IAM Plans)

      Resumes a paused workflow instance. Only available for Docusign IAM Plans.

      Action
      Write
    • Docusign triggers, actions, and search
      List Envelopes in Workspace (For IAM Plans)

      Lists all envelopes created from a workspace. Only available for Docusign IAM Plans.

      Action
      Write
    • Action
      Write
    • Docusign triggers, actions, and search
      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
    • Docusign triggers, actions, and search
      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
      • Envelope ID
        Required
      • Include Certificate of Completion
      Action
      Search
      • Envelope ID
        Required
      Action
      Search
    • Docusign triggers, actions, and search
      Find Maestro Workflow (For IAM Plans)

      Finds Maestro workflows that match the search criteria. Only available for Docusign IAM Plans.

      Action
      Search
    • Docusign triggers, actions, and search
      Find Maestro Workflow Instance (For IAM Plans)

      Finds Maestro workflow instances for a specific workflow. Only available for Docusign IAM Plans.

      Action
      Search

    Docusign Tutorials

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

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