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When this happens...
Choose an Action
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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 Tag to Customer" in OnRamp.
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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.
triggers, actions, or triggers and actionsTriggers & Actions
Click Agreed
Triggers when a recipient accepted a clickwrap agreement.
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
New Docusign Connect Event
Triggers when selected Docusign events occur.
- Events to Monitor Required
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
Envelope Corrected
Triggers when an envelope is corrected.
Warning_text
Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
Envelope Declined
Triggers when an envelope is declined.
Warning_text
Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
Envelope Delivered
Triggers when an envelope is delivered.
Warning_text
Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
Envelope Purge
Triggers when an envelope is purged.
Warning_text
Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
Envelope Sent
Triggers when an envelope is sent.
Warning_text
Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
New Navigator Agreement (For IAM Plans)
Triggers when a new Navigator agreement is created. Only available for Docusign IAM Plans.
Maestro Workflow Completed (For IAM Plans)
Triggers when a Maestro workflow completes. Only available for Docusign IAM Plans.
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
Maestro Workflow Started (For IAM Plans)
Triggers when a Maestro workflow starts. Only available for Docusign IAM Plans.
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ 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\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
New Folder
Triggers when a new folder is created.
New User Added to Workspace (For IAM Plans)
Triggers when a new user is added to a workspace. Only available for Docusign IAM Plans.
Recipient Autoresponded
Triggers when a recipient’s email account sent an automated response to an envelope notification.
Warning_text
Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
Recipient Declined
Triggers when a recipient declined to sign.
Warning_text
Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ 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.
Warning_text
Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
Recipient Reassigned
Triggers when a recipient reassigned an envelope.
Warning_text
Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
Recipient Sent
Triggers when a notification that it's their turn to sign was sent to the recipient.
Warning_text
Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
SMS Opt-Out
Triggers when a recipient opted out of receiving SMS notifications for an envelope.
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
Template Deleted
Triggers when a template is deleted.
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
Workspace Documents (For IAM Plans)
Fetches documents from a workspace for selection. Only available for Docusign IAM Plans.
Add to Bulk Send List
Adds new recipients to an existing bulk send list.
Bulk List ID Required
Role Name Required
Name Required
Email Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Bulk Send Envelope From Template
Sends a template to multiple recipients using a bulk send list.
Bulk List ID Required
Template Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Draft Signature Request
Creates a draft signature request.
Template Required
Email Subject
Email Blurb
Recipient Email
Recipient Name
Recipient Role
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Template From Document
Creates a new template using a document.
Template Name Required
Description
Email Subject
Email Message
Document
Document Name
Recipient Type
Delivery Method
Email
Phone Number
Name
Role Name
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Delete Document From Workspace (For IAM Plans)
Removes a document from a workspace permanently. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Send Envelope Using Document
Sends an envelope signature request using a document.
Brand ID
Email Subject
Email Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Find Envelope Documents
Retrieves a list of documents associated with an envelope.
- Envelope ID Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Find Template Documents
Retrieves a list of documents associated with a template.
- Template ID Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Find Documents in Workspace (For IAM Plans)
Lists and searches documents within a specific workspace. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Pause Maestro Workflow Instance (For IAM Plans)
Pauses a running workflow instance. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Trigger Maestro Workflow (For IAM Plans)
Triggers a Maestro workflow. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
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
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
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
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Signature Request
Creates a signature request.
Template Required
Render Template Tabs Required
Email Subject
Email Blurb
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update Template
Updates an existing template with new documents and recipients.
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
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Void Envelope
Voids an existing envelope.
Envelope ID Required
Void Reason Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Envelope with Base URL and Account ID Input
Create a Docusign envelope with essential custom fields, a document as a base64 file, template, and recipient details, using direct input fields for the base URL and account ID.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Find Documents List for Envelope
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.
Envelope ID Required
Include Certificate of Completion
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Envelope Info
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.
- Envelope ID Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Maestro Workflow (For IAM Plans)
Finds Maestro workflows that match the search criteria. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Maestro Workflow Instance (For IAM Plans)
Finds Maestro workflow instances for a specific workflow. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Search
Find existing data in your app
Comment Mention
Comment when a mention is included in a comment.
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
Comment Reply
Triggers when a user replies to a comment.
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
Project Created
Triggers when a new project is created.
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
Module Created
Triggers when a new project module is created.
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
Module Updated
Triggers when a project module is updated.
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
Project Completed
Triggers when a project is completed.
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
Project Note Deleted
Triggers when a project note is deleted.
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
Subtask Completed
Triggers when a subtask is completed.
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
Subtask Deleted
Triggers when a subtask is deleted.
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
Task Completed
Triggers when a task is marked as completed.
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
Task Deleted
Triggers when a task is removed from a project.
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
Project Updated
Triggers when a Project's details are updated.
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
Add Tag to Project
Adds a tag to a project.
Project ID Required
Tag ID Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Add Tag to User
Adds a tag to a user.
User ID Required
Tag ID Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Customer
Creates a new customer.
Name Required
Email Address Required
Mailing Address Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Project
Creates a new project with full configuration including playbook, users, task roles, and invite options.
Project Name Required
Playbook UUID
Customer Account
Start Date Required
Project Owner Required
Internal Users
Customer Users
Task Role 1 UUID
Task Role 1 Users
Task Role 2 UUID
Task Role 2 Users
Task Role 3 UUID
Task Role 3 Users
Task Role 4 UUID
Task Role 4 Users
Task Role 5 UUID
Task Role 5 Users
Send Invite Email to Internal Users
Send Invite Email to Customer Users
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Task
Creates a task in the system.
Module UUID Required
Task Name Required
Task Description
Task Start Date
Task Due Date
Task Type Required
Task Assignee
Task Assignee Restrictions
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Delete Tag
Deletes a tag. This action is irreversible.
- Tag ID Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create a User
Create a new OnRamp User.
First Name Required
Last Name Required
Email Address Required
User Role Required
Phone Number
Job Title
Job Description
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update Data Field
Updates a data field in the system.
Data Field UUID Required
Data Field Name
Data Field Description
Data Field Default Value
Data Field Is Required
Data Field Is Apply On Creation
Data Field Is Archived
Currency
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update Module by ID
Updates a specific Module.
Module ID Required
Module Name
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update a User by ID
Updates a specific user by ID.
User ID Required
First Name
Last Name
Email Address
Phone Number
Is Active
User Role
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Remove Tag From Project
Removes a tag from a project.
Project ID Required
Tag ID Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Remove Tag From User
Removes a tag from a user.
User ID Required
Tag ID Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update Project by ID
Updates a Project by ID.
Project ID Required
Project Name
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Find Customer
Finds a Customer in the system.
Customer Name Required
Primary Email
Tag ID
Tag UUID
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Customer Notes
Lists all notes for a customer.
- Customer ID Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Data Fields
Finds data fields in the system.
Data Field Name
Is Archived
Is Required
Object Type Code
Data Field Type
Apply On Creation
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Data Field Values
Finds data field values for a data field.
- Data Field UUID Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Events
Finds events in the system.
- Event Name
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Module by ID
Finds a Module by ID or UUID.
- Module ID Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Playbook by UUID
Finds a Playbook by UUID.
- Playbook UUID Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Project
Finds a Project in the system.
Project Name
Project Owner Email Address
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Project Members
Finds the members of a project.
- Project UUID Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Tags
Finds tags by name or color.
Tag Name
Color
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Tasks
Finds tasks in the system.
Task Name
Project ID
Is Overdue
Assigned User ID
Assigned User Email
Tag ID
Status ID
Project External ID
Has Data Field UUID
Data Field Value
Project UUID
Assigned User UUID
Tag UUID
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Task by ID
Finds a Task by ID or UUID.
- Task ID Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find User by ID
Finds a User by ID or UUID.
- User ID Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Webhooks
Finds webhooks in the system.
Webhook URL
Webhook Name
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find or Create Tag
Finds a tag by name and color, or creates one if it does not exist.
Tag Name Required
Color
Description
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Click Declined
Triggers when a recipient declined a clickwrap agreement.
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
Envelope Completed
Triggers when an envelope is completed.
Warning_text
Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
Envelope Created
Triggers when an envelope is created.
Warning_text
Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
Envelope Deleted
Triggers when an envelope is deleted.
Warning_text
Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
Envelope Discard
Triggers when an envelope is discarded.
Warning_text
Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
Envelope Resent
Triggers when an envelope is resent.
Warning_text
Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
Envelope Voided
Triggers when an envelope is voided.
Warning_text
Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
Updated Navigator Agreement (For IAM Plans)
Triggers when an existing Navigator agreement is updated. Only available for Docusign IAM Plans.
Maestro Workflow Failed (For IAM Plans)
Triggers when a Maestro workflow fails. Only available for Docusign IAM Plans.
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ 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\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
Envelope Status Updated
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.
Polling Interval
Warning_text
Status
Return only envelopes I created?
Add certificate of completion?
Include documents?
Include recipients?
Include custom fields?
Download form data?
New Workspace (For IAM Plans)
Triggers when a new workspace is created. Only available for Docusign IAM Plans.
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.
Warning_text
Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
Recipient Completed
Triggers when a recipient signed or completed their actions for an envelope.
Warning_text
Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
Recipient Delegated
Triggers when a delegation rule is in place and an envelope is sent to a delegated signer.
Warning_text
Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
Recipient Marked to Finish Later
Triggers when a recipient selected OTHER ACTIONS > Finish Later for an envelope.
Warning_text
Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
Recipient Resent
Triggers when an envelope was resent to a specific recipient.
Warning_text
Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
SMS Opt-In
Triggers when a recipient opted in to receiving SMS notifications for an envelope.
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
Template Created
Triggers when a template is created.
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
Template Modified
Triggers when a template is modified.
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ 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
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Add User to Workspace (For IAM Plans)
Adds a user to a workspace with specified permissions. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Bulk Send List
Creates a new bulk send list with multiple recipients.
List Name Required
Role Name Required
Name Required
Email Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
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
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Workspace (For IAM Plans)
Creates a new workspace for organizing documents, participants, and agreement workflows. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Download Envelope Document
Downloads a document from an envelope.
Envelope ID Required
Document ID Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Send Envelope Using Template
Sends a envelope signature request using a template.
Template ID
Brand ID
Email Subject
Email Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Find Template
Finds a template by name.
- Template Name Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Find Workspaces (For IAM Plans)
Searches for workspaces by name. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Cancel Maestro Workflow Instance (For IAM Plans)
Cancels a running workflow instance. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Resume Maestro Workflow Instance (For IAM Plans)
Resumes a paused workflow instance. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
List Envelopes in Workspace (For IAM Plans)
Lists all envelopes created from a workspace. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Pre-Filled Webform Link
Creates a pre-filled webform link.
Webform Required
Link Type Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Revoke Workspace User Access (For IAM Plans)
Removes a user's access to a workspace. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Test Bulk Send Request
Tests if a template can be sent to a bulk send list.
Bulk List ID Required
Template Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update Workspace User (For IAM Plans)
Updates a user's role or status in a workspace. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
API Request (Beta)
This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
Stop on error Required
HTTP Method Required
URL Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Find Custom Fields for 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.
- Envelope ID Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Form Data for Envelope
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 (
- Envelope ID Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Recipients for Envelope
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.
- Envelope ID Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Navigator Agreement (For IAM Plans)
Finds Navigator agreements that match the search criteria. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Search
Find existing data in your app
Comment Deleted
Triggers when a comment is deleted.
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
Comment Created
Triggers when a new comment is created.
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
Comment Edited
Triggers when a comment is edited.
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
Customer Invited to Project
Triggers when a Customer is invited to a Project.
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
Module Deleted
Triggers when a project module is deleted.
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
Project Archived
Triggers when a project is archived.
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
Project Note Created
Triggers when a project note is created.
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
Project Note Updated
Triggers when a project note is updated.
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
Subtask Created
Triggers when a subtask is created.
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
Subtask Updated
Triggers when a subtask is updated.
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
Task Created
Triggers when a new task is created.
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
Task Updated
Triggers when a project task is updated.
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
Add Tag to Customer
Adds a tag to a customer.
Customer ID Required
Tag ID Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Add Tag to Task
Adds a tag to a task.
Task ID Required
Tag ID Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Bulk Update Data Field Values
Bulk updates up to 100 data field values in one request.
Data Field Value UUID Required
Value Required
Dry Run
Create Option If Missing
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Customer Note
Creates a new note for a customer.
Customer ID Required
Note Title Required
Note Content
Tag UUIDs
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Tag
Creates a new tag.
Tag Name Required
Color
Description
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Delete Customer Note
Deletes a customer note. This action is irreversible.
Customer ID Required
Note ID Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Mark a Task as Complete
Marks a specific task as complete.
- Task ID Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update Customer by ID
Updates a Customer by ID.
Customer ID Required
Customer Name
Email Address
Physical Address
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update Data Field Value
Updates a data field value in the system.
Data Field Value UUID Required
Data Field Value Required
Create Option If Missing
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update a Task
Update a specific Task by its ID
Task ID Required
Task Name
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Remove Tag From Customer
Removes a tag from a customer.
Customer ID Required
Tag ID Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Remove Tag From Task
Removes a tag from a task.
Task ID Required
Tag ID Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update Customer Note
Updates an existing customer note.
Customer ID Required
Note ID Required
Note Title
Note Content
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update Tag
Updates an existing tag.
Tag ID Required
Tag Name
Color
Description
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Find Customer by ID
Finds a Customer by ID or UUID.
- Customer ID Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Customer Note by ID
Finds a specific customer note by ID or UUID.
Customer ID Required
Note ID Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Data Field by UUID
Finds a Data Field by UUID.
- Data Field UUID Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Data Field Value by UUID
Finds a Data Field Value by UUID.
- Data Field Value UUID Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Module
Finds a Module in the system.
Module Name
Project Name
Maximum Completed Percentage
Minimum Completed Percentage
Project ID
Project UUID
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Playbooks
Finds playbooks in the system.
Playbook Name
Is Archived
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Projects
Finds projects in the system.
Project Name
Owner ID
Owner Email
Customer Account ID
Tag ID
Status ID
External ID
Has Data Field UUID
Data Field Value
Owner UUID
Customer Account UUID
Tag UUID
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Project by ID
Finds a Project by ID or UUID.
- Project ID Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Statuses
Finds statuses in the system.
- Status Name
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Tag by ID
Finds a Tag by ID or UUID.
- Tag ID Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Task
Finds a Task in the system.
Task Name
Is Overdue
Assigned User Email
Project ID
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find User
Finds a User in the system.
First Name
Last Name
Email Address
Is Customer User
Tag ID
Action
This is an event a Zap performs.
Search
Find existing data in your app
Get User Roles
Get Available User Roles
- Role Name
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find or Create Customer
Finds a customer by name, or creates one if it does not exist.
Name Required
Email Address Required
Tag ID
Tag UUID
Mailing Address Required
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
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Connect Docusign and OnRamp 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.
Integration categoriesLead management
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
5 ways to automate DocuSign with Zapier
DocuSign does take some of the tedium out of dealing with those less exciting contracts, it may not do everything you want. Let's look at the ways you can expand DocuSign's offerings to fit the way you do business with Zaps—Zapier's automated workflows.
5 ways to automate DocuSign with Zapier
Make work flow with AI
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About Docusign
Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
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About OnRamp
OnRamp is a customer onboarding and collaboration application
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