# Connect Docusign andOnRamp to power AI-driven automation - No-code AI automation - Full audit trails and controls - SOC 2 and GDPR compliant - Easy visual workflow builder - 9,000+ apps, 450+ AI tools - Free tier available Swap apps Choose a Trigger When this happens... Choose an Action automatically do this! [Get started free](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dmake_a_zap_selector%26template__0__selected_api%3DDocusignCLIAPI%25401.5.14%26template__1__selected_api%3DApp208932CLIAPI%25401.2.2&referrer=%2Fapps%2Fdocusign%2Fintegrations%2Fonramp/index.html) [Integrate for free](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dmake_a_zap_selector%26template__0__selected_api%3DDocusignCLIAPI%25401.5.14%26template__1__selected_api%3DApp208932CLIAPI%25401.2.2&referrer=%2Fapps%2Fdocusign%2Fintegrations%2Fonramp/index.html) [Google LogoStart with Google for free](/content/google-sso/start?scopes=basic&next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26steps%255B0%255D%255Bapp%255D%3DDocusignCLIAPI%25401.5.14%26steps%255B1%255D%255Bapp%255D%3DApp208932CLIAPI%25401.2.2) ### Top companies trust Zapier to automate work that solves their unique business problems—no coding required. ## How Zapier works Zapier makes it easy to integrate Docusign withOnRamp \- no code necessary. See how you can get setup in minutes. 100% Help Undo Publish Docusign Docusign 1. Choosetriggerevent OnRamp OnRamp 2. Chooseaction 1. Select the event Setup Test App Docusign 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. ### You’re connected! Zapier seamlessly connects Docusign and OnRamp, automating your workflow. What’s a Zap? - YouTube Tap to unmute [What’s a Zap?](https://www.youtube.com/watch?v=wXc_lUEbUSA) [Zapier](https://www.youtube.com/channel/UCEvsxF4Z12vwpwDUaU02yiA) Zapier75.7K subscribers ## 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](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DDocusignCLIAPI%25401.5.14%26template__0__type_of%3Dread%26template__0__action%3Dclick_agreed%26steps%255B0%255D%255Bapp%255D%3DDocusignCLIAPI%25401.5.14&selected_apis=DocusignCLIAPI%401.5.14&referrer=%2Fapps%2Fdocusign%2Fintegrations%2Fonramp&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - 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](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DDocusignCLIAPI%25401.5.14%26template__0__type_of%3Dread%26template__0__action%3Ddocusign_connect_event%26steps%255B0%255D%255Bapp%255D%3DDocusignCLIAPI%25401.5.14&selected_apis=DocusignCLIAPI%401.5.14&referrer=%2Fapps%2Fdocusign%2Fintegrations%2Fonramp&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - 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](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DDocusignCLIAPI%25401.5.14%26template__0__type_of%3Dread%26template__0__action%3Denvelope_corrected%26steps%255B0%255D%255Bapp%255D%3DDocusignCLIAPI%25401.5.14&selected_apis=DocusignCLIAPI%401.5.14&referrer=%2Fapps%2Fdocusign%2Fintegrations%2Fonramp&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - 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](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DDocusignCLIAPI%25401.5.14%26template__0__type_of%3Dread%26template__0__action%3Denvelope_declined%26steps%255B0%255D%255Bapp%255D%3DDocusignCLIAPI%25401.5.14&selected_apis=DocusignCLIAPI%401.5.14&referrer=%2Fapps%2Fdocusign%2Fintegrations%2Fonramp&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - 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](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DDocusignCLIAPI%25401.5.14%26template__0__type_of%3Dread%26template__0__action%3Denvelope_delivered%26steps%255B0%255D%255Bapp%255D%3DDocusignCLIAPI%25401.5.14&selected_apis=DocusignCLIAPI%401.5.14&referrer=%2Fapps%2Fdocusign%2Fintegrations%2Fonramp&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - 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](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DDocusignCLIAPI%25401.5.14%26template__0__type_of%3Dread%26template__0__action%3Denvelope_purge%26steps%255B0%255D%255Bapp%255D%3DDocusignCLIAPI%25401.5.14&selected_apis=DocusignCLIAPI%401.5.14&referrer=%2Fapps%2Fdocusign%2Fintegrations%2Fonramp&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - 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](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DDocusignCLIAPI%25401.5.14%26template__0__type_of%3Dread%26template__0__action%3Denvelope_sent%26steps%255B0%255D%255Bapp%255D%3DDocusignCLIAPI%25401.5.14&selected_apis=DocusignCLIAPI%401.5.14&referrer=%2Fapps%2Fdocusign%2Fintegrations%2Fonramp&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - New Navigator Agreement (For IAM Plans) Triggers when a new Navigator agreement is created. Only available for Docusign IAM Plans. [Trigger\\ \\ This is the start of your Zap\\ \\ Polling\\ \\ Zapier checks for new data every 15 min on the Free plan\\ \\ Try It](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DDocusignCLIAPI%25401.5.14%26template__0__type_of%3Dread%26template__0__action%3Diam_navigator_agreement%26steps%255B0%255D%255Bapp%255D%3DDocusignCLIAPI%25401.5.14&selected_apis=DocusignCLIAPI%401.5.14&referrer=%2Fapps%2Fdocusign%2Fintegrations%2Fonramp&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - 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](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DDocusignCLIAPI%25401.5.14%26template__0__type_of%3Dread%26template__0__action%3Diam_workflow_completed%26steps%255B0%255D%255Bapp%255D%3DDocusignCLIAPI%25401.5.14&selected_apis=DocusignCLIAPI%401.5.14&referrer=%2Fapps%2Fdocusign%2Fintegrations%2Fonramp&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - 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](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DDocusignCLIAPI%25401.5.14%26template__0__type_of%3Dread%26template__0__action%3Diam_workflow_started%26steps%255B0%255D%255Bapp%255D%3DDocusignCLIAPI%25401.5.14&selected_apis=DocusignCLIAPI%401.5.14&referrer=%2Fapps%2Fdocusign%2Fintegrations%2Fonramp&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - 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](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DDocusignCLIAPI%25401.5.14%26template__0__type_of%3Dread%26template__0__action%3Didentity_verification_pending%26steps%255B0%255D%255Bapp%255D%3DDocusignCLIAPI%25401.5.14&selected_apis=DocusignCLIAPI%401.5.14&referrer=%2Fapps%2Fdocusign%2Fintegrations%2Fonramp&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - New Folder Triggers when a new folder is created. [Trigger\\ \\ This is the start of your Zap\\ \\ Polling\\ \\ Zapier checks for new data every 15 min on the Free plan\\ \\ Try It](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DDocusignCLIAPI%25401.5.14%26template__0__type_of%3Dread%26template__0__action%3Dnew_folder%26steps%255B0%255D%255Bapp%255D%3DDocusignCLIAPI%25401.5.14&selected_apis=DocusignCLIAPI%401.5.14&referrer=%2Fapps%2Fdocusign%2Fintegrations%2Fonramp&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - 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\\ \\ This is the start of your Zap\\ \\ Polling\\ \\ Zapier checks for new data every 15 min on the Free plan\\ \\ Try It](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DDocusignCLIAPI%25401.5.14%26template__0__type_of%3Dread%26template__0__action%3Dnew_workspace_user%26steps%255B0%255D%255Bapp%255D%3DDocusignCLIAPI%25401.5.14&selected_apis=DocusignCLIAPI%401.5.14&referrer=%2Fapps%2Fdocusign%2Fintegrations%2Fonramp&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - 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](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DDocusignCLIAPI%25401.5.14%26template__0__type_of%3Dread%26template__0__action%3Drecipient_autoresponded%26steps%255B0%255D%255Bapp%255D%3DDocusignCLIAPI%25401.5.14&selected_apis=DocusignCLIAPI%401.5.14&referrer=%2Fapps%2Fdocusign%2Fintegrations%2Fonramp&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - 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](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DDocusignCLIAPI%25401.5.14%26template__0__type_of%3Dread%26template__0__action%3Drecipient_declined%26steps%255B0%255D%255Bapp%255D%3DDocusignCLIAPI%25401.5.14&selected_apis=DocusignCLIAPI%401.5.14&referrer=%2Fapps%2Fdocusign%2Fintegrations%2Fonramp&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - 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](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DDocusignCLIAPI%25401.5.14%26template__0__type_of%3Dread%26template__0__action%3Drecipient_delivered%26steps%255B0%255D%255Bapp%255D%3DDocusignCLIAPI%25401.5.14&selected_apis=DocusignCLIAPI%401.5.14&referrer=%2Fapps%2Fdocusign%2Fintegrations%2Fonramp&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - 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](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DDocusignCLIAPI%25401.5.14%26template__0__type_of%3Dread%26template__0__action%3Drecipient_reassigned%26steps%255B0%255D%255Bapp%255D%3DDocusignCLIAPI%25401.5.14&selected_apis=DocusignCLIAPI%401.5.14&referrer=%2Fapps%2Fdocusign%2Fintegrations%2Fonramp&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - 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](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DDocusignCLIAPI%25401.5.14%26template__0__type_of%3Dread%26template__0__action%3Drecipient_sent%26steps%255B0%255D%255Bapp%255D%3DDocusignCLIAPI%25401.5.14&selected_apis=DocusignCLIAPI%401.5.14&referrer=%2Fapps%2Fdocusign%2Fintegrations%2Fonramp&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - 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](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DDocusignCLIAPI%25401.5.14%26template__0__type_of%3Dread%26template__0__action%3Dsms_opt_out%26steps%255B0%255D%255Bapp%255D%3DDocusignCLIAPI%25401.5.14&selected_apis=DocusignCLIAPI%401.5.14&referrer=%2Fapps%2Fdocusign%2Fintegrations%2Fonramp&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - 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](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DDocusignCLIAPI%25401.5.14%26template__0__type_of%3Dread%26template__0__action%3Dtemplate_deleted%26steps%255B0%255D%255Bapp%255D%3DDocusignCLIAPI%25401.5.14&selected_apis=DocusignCLIAPI%401.5.14&referrer=%2Fapps%2Fdocusign%2Fintegrations%2Fonramp&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - Workspace Documents (For IAM Plans) Fetches documents from a workspace for selection. Only available for Docusign IAM Plans. [Trigger\\ \\ This is the start of your Zap\\ \\ Polling\\ \\ Zapier checks for new data every 15 min on the Free plan\\ \\ Try It](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DDocusignCLIAPI%25401.5.14%26template__0__type_of%3Dread%26template__0__action%3Dworkspace_documents%26steps%255B0%255D%255Bapp%255D%3DDocusignCLIAPI%25401.5.14&selected_apis=DocusignCLIAPI%401.5.14&referrer=%2Fapps%2Fdocusign%2Fintegrations%2Fonramp&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - 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](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DApp208932CLIAPI%25401.2.2%26template__0__type_of%3Dread%26template__0__action%3Dcomment_mention%26steps%255B0%255D%255Bapp%255D%3DApp208932CLIAPI%25401.2.2&selected_apis=App208932CLIAPI%401.2.2&referrer=%2Fapps%2Fdocusign%2Fintegrations%2Fonramp&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - 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](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DApp208932CLIAPI%25401.2.2%26template__0__type_of%3Dread%26template__0__action%3Dcomment_reply%26steps%255B0%255D%255Bapp%255D%3DApp208932CLIAPI%25401.2.2&selected_apis=App208932CLIAPI%401.2.2&referrer=%2Fapps%2Fdocusign%2Fintegrations%2Fonramp&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - 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](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DApp208932CLIAPI%25401.2.2%26template__0__type_of%3Dread%26template__0__action%3Dcreate_project%26steps%255B0%255D%255Bapp%255D%3DApp208932CLIAPI%25401.2.2&selected_apis=App208932CLIAPI%401.2.2&referrer=%2Fapps%2Fdocusign%2Fintegrations%2Fonramp&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - 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](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DApp208932CLIAPI%25401.2.2%26template__0__type_of%3Dread%26template__0__action%3Dmodule_created%26steps%255B0%255D%255Bapp%255D%3DApp208932CLIAPI%25401.2.2&selected_apis=App208932CLIAPI%401.2.2&referrer=%2Fapps%2Fdocusign%2Fintegrations%2Fonramp&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - 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](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DApp208932CLIAPI%25401.2.2%26template__0__type_of%3Dread%26template__0__action%3Dmodule_updated%26steps%255B0%255D%255Bapp%255D%3DApp208932CLIAPI%25401.2.2&selected_apis=App208932CLIAPI%401.2.2&referrer=%2Fapps%2Fdocusign%2Fintegrations%2Fonramp&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - 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](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DApp208932CLIAPI%25401.2.2%26template__0__type_of%3Dread%26template__0__action%3Dproject_completed%26steps%255B0%255D%255Bapp%255D%3DApp208932CLIAPI%25401.2.2&selected_apis=App208932CLIAPI%401.2.2&referrer=%2Fapps%2Fdocusign%2Fintegrations%2Fonramp&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - 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](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DApp208932CLIAPI%25401.2.2%26template__0__type_of%3Dread%26template__0__action%3Dproject_note_deleted%26steps%255B0%255D%255Bapp%255D%3DApp208932CLIAPI%25401.2.2&selected_apis=App208932CLIAPI%401.2.2&referrer=%2Fapps%2Fdocusign%2Fintegrations%2Fonramp&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - 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](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DApp208932CLIAPI%25401.2.2%26template__0__type_of%3Dread%26template__0__action%3Dsubtask_completed%26steps%255B0%255D%255Bapp%255D%3DApp208932CLIAPI%25401.2.2&selected_apis=App208932CLIAPI%401.2.2&referrer=%2Fapps%2Fdocusign%2Fintegrations%2Fonramp&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - 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](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DApp208932CLIAPI%25401.2.2%26template__0__type_of%3Dread%26template__0__action%3Dsubtask_deleted%26steps%255B0%255D%255Bapp%255D%3DApp208932CLIAPI%25401.2.2&selected_apis=App208932CLIAPI%401.2.2&referrer=%2Fapps%2Fdocusign%2Fintegrations%2Fonramp&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - 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](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DApp208932CLIAPI%25401.2.2%26template__0__type_of%3Dread%26template__0__action%3Dtask_completed%26steps%255B0%255D%255Bapp%255D%3DApp208932CLIAPI%25401.2.2&selected_apis=App208932CLIAPI%401.2.2&referrer=%2Fapps%2Fdocusign%2Fintegrations%2Fonramp&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - 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](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DApp208932CLIAPI%25401.2.2%26template__0__type_of%3Dread%26template__0__action%3Dtask_deleted%26steps%255B0%255D%255Bapp%255D%3DApp208932CLIAPI%25401.2.2&selected_apis=App208932CLIAPI%401.2.2&referrer=%2Fapps%2Fdocusign%2Fintegrations%2Fonramp&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - 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](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DApp208932CLIAPI%25401.2.2%26template__0__type_of%3Dread%26template__0__action%3Dupdate_project%26steps%255B0%255D%255Bapp%255D%3DApp208932CLIAPI%25401.2.2&selected_apis=App208932CLIAPI%401.2.2&referrer=%2Fapps%2Fdocusign%2Fintegrations%2Fonramp&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - 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](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DDocusignCLIAPI%25401.5.14%26template__0__type_of%3Dread%26template__0__action%3Dclick_declined%26steps%255B0%255D%255Bapp%255D%3DDocusignCLIAPI%25401.5.14&selected_apis=DocusignCLIAPI%401.5.14&referrer=%2Fapps%2Fdocusign%2Fintegrations%2Fonramp&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - 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](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DDocusignCLIAPI%25401.5.14%26template__0__type_of%3Dread%26template__0__action%3Denvelope_completed%26steps%255B0%255D%255Bapp%255D%3DDocusignCLIAPI%25401.5.14&selected_apis=DocusignCLIAPI%401.5.14&referrer=%2Fapps%2Fdocusign%2Fintegrations%2Fonramp&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - 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](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DDocusignCLIAPI%25401.5.14%26template__0__type_of%3Dread%26template__0__action%3Denvelope_created%26steps%255B0%255D%255Bapp%255D%3DDocusignCLIAPI%25401.5.14&selected_apis=DocusignCLIAPI%401.5.14&referrer=%2Fapps%2Fdocusign%2Fintegrations%2Fonramp&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - 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](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DDocusignCLIAPI%25401.5.14%26template__0__type_of%3Dread%26template__0__action%3Denvelope_deleted%26steps%255B0%255D%255Bapp%255D%3DDocusignCLIAPI%25401.5.14&selected_apis=DocusignCLIAPI%401.5.14&referrer=%2Fapps%2Fdocusign%2Fintegrations%2Fonramp&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - 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](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DDocusignCLIAPI%25401.5.14%26template__0__type_of%3Dread%26template__0__action%3Denvelope_discard%26steps%255B0%255D%255Bapp%255D%3DDocusignCLIAPI%25401.5.14&selected_apis=DocusignCLIAPI%401.5.14&referrer=%2Fapps%2Fdocusign%2Fintegrations%2Fonramp&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - 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](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DDocusignCLIAPI%25401.5.14%26template__0__type_of%3Dread%26template__0__action%3Denvelope_resent%26steps%255B0%255D%255Bapp%255D%3DDocusignCLIAPI%25401.5.14&selected_apis=DocusignCLIAPI%401.5.14&referrer=%2Fapps%2Fdocusign%2Fintegrations%2Fonramp&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - 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](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DDocusignCLIAPI%25401.5.14%26template__0__type_of%3Dread%26template__0__action%3Denvelope_voided%26steps%255B0%255D%255Bapp%255D%3DDocusignCLIAPI%25401.5.14&selected_apis=DocusignCLIAPI%401.5.14&referrer=%2Fapps%2Fdocusign%2Fintegrations%2Fonramp&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - Updated Navigator Agreement (For IAM Plans) Triggers when an existing Navigator agreement is updated. Only available for Docusign IAM Plans. [Trigger\\ \\ This is the start of your Zap\\ \\ Polling\\ \\ Zapier checks for new data every 15 min on the Free plan\\ \\ Try It](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DDocusignCLIAPI%25401.5.14%26template__0__type_of%3Dread%26template__0__action%3Diam_updated_navigator_agreement%26steps%255B0%255D%255Bapp%255D%3DDocusignCLIAPI%25401.5.14&selected_apis=DocusignCLIAPI%401.5.14&referrer=%2Fapps%2Fdocusign%2Fintegrations%2Fonramp&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - 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](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DDocusignCLIAPI%25401.5.14%26template__0__type_of%3Dread%26template__0__action%3Diam_workflow_failed%26steps%255B0%255D%255Bapp%255D%3DDocusignCLIAPI%25401.5.14&selected_apis=DocusignCLIAPI%401.5.14&referrer=%2Fapps%2Fdocusign%2Fintegrations%2Fonramp&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - 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](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DDocusignCLIAPI%25401.5.14%26template__0__type_of%3Dread%26template__0__action%3Didentity_verification_completed%26steps%255B0%255D%255Bapp%255D%3DDocusignCLIAPI%25401.5.14&selected_apis=DocusignCLIAPI%401.5.14&referrer=%2Fapps%2Fdocusign%2Fintegrations%2Fonramp&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - 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? [Trigger\\ \\ This is the start of your Zap\\ \\ Polling\\ \\ Zapier checks for new data every 15 min on the Free plan\\ \\ Try It](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DDocusignCLIAPI%25401.5.14%26template__0__type_of%3Dread%26template__0__action%3Dnew_envelope%26steps%255B0%255D%255Bapp%255D%3DDocusignCLIAPI%25401.5.14&selected_apis=DocusignCLIAPI%401.5.14&referrer=%2Fapps%2Fdocusign%2Fintegrations%2Fonramp&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - New Workspace (For IAM Plans) Triggers when a new workspace is created. Only available for Docusign IAM Plans. [Trigger\\ \\ This is the start of your Zap\\ \\ Polling\\ \\ Zapier checks for new data every 15 min on the Free plan\\ \\ Try It](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DDocusignCLIAPI%25401.5.14%26template__0__type_of%3Dread%26template__0__action%3Dnew_workspace%26steps%255B0%255D%255Bapp%255D%3DDocusignCLIAPI%25401.5.14&selected_apis=DocusignCLIAPI%401.5.14&referrer=%2Fapps%2Fdocusign%2Fintegrations%2Fonramp&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - 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](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DDocusignCLIAPI%25401.5.14%26template__0__type_of%3Dread%26template__0__action%3Drecipient_authentication_failed%26steps%255B0%255D%255Bapp%255D%3DDocusignCLIAPI%25401.5.14&selected_apis=DocusignCLIAPI%401.5.14&referrer=%2Fapps%2Fdocusign%2Fintegrations%2Fonramp&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - 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](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DDocusignCLIAPI%25401.5.14%26template__0__type_of%3Dread%26template__0__action%3Drecipient_completed%26steps%255B0%255D%255Bapp%255D%3DDocusignCLIAPI%25401.5.14&selected_apis=DocusignCLIAPI%401.5.14&referrer=%2Fapps%2Fdocusign%2Fintegrations%2Fonramp&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - 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](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DDocusignCLIAPI%25401.5.14%26template__0__type_of%3Dread%26template__0__action%3Drecipient_delegated%26steps%255B0%255D%255Bapp%255D%3DDocusignCLIAPI%25401.5.14&selected_apis=DocusignCLIAPI%401.5.14&referrer=%2Fapps%2Fdocusign%2Fintegrations%2Fonramp&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - 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](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DDocusignCLIAPI%25401.5.14%26template__0__type_of%3Dread%26template__0__action%3Drecipient_finish_later%26steps%255B0%255D%255Bapp%255D%3DDocusignCLIAPI%25401.5.14&selected_apis=DocusignCLIAPI%401.5.14&referrer=%2Fapps%2Fdocusign%2Fintegrations%2Fonramp&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - 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](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DDocusignCLIAPI%25401.5.14%26template__0__type_of%3Dread%26template__0__action%3Drecipient_resent%26steps%255B0%255D%255Bapp%255D%3DDocusignCLIAPI%25401.5.14&selected_apis=DocusignCLIAPI%401.5.14&referrer=%2Fapps%2Fdocusign%2Fintegrations%2Fonramp&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - 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](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DDocusignCLIAPI%25401.5.14%26template__0__type_of%3Dread%26template__0__action%3Dsms_opt_in%26steps%255B0%255D%255Bapp%255D%3DDocusignCLIAPI%25401.5.14&selected_apis=DocusignCLIAPI%401.5.14&referrer=%2Fapps%2Fdocusign%2Fintegrations%2Fonramp&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - 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](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DDocusignCLIAPI%25401.5.14%26template__0__type_of%3Dread%26template__0__action%3Dtemplate_created%26steps%255B0%255D%255Bapp%255D%3DDocusignCLIAPI%25401.5.14&selected_apis=DocusignCLIAPI%401.5.14&referrer=%2Fapps%2Fdocusign%2Fintegrations%2Fonramp&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - 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](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DDocusignCLIAPI%25401.5.14%26template__0__type_of%3Dread%26template__0__action%3Dtemplate_modified%26steps%255B0%255D%255Bapp%255D%3DDocusignCLIAPI%25401.5.14&selected_apis=DocusignCLIAPI%401.5.14&referrer=%2Fapps%2Fdocusign%2Fintegrations%2Fonramp&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - 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](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DApp208932CLIAPI%25401.2.2%26template__0__type_of%3Dread%26template__0__action%3Dcomment_deleted%26steps%255B0%255D%255Bapp%255D%3DApp208932CLIAPI%25401.2.2&selected_apis=App208932CLIAPI%401.2.2&referrer=%2Fapps%2Fdocusign%2Fintegrations%2Fonramp&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - 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](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DApp208932CLIAPI%25401.2.2%26template__0__type_of%3Dread%26template__0__action%3Dcomment_new%26steps%255B0%255D%255Bapp%255D%3DApp208932CLIAPI%25401.2.2&selected_apis=App208932CLIAPI%401.2.2&referrer=%2Fapps%2Fdocusign%2Fintegrations%2Fonramp&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - 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](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DApp208932CLIAPI%25401.2.2%26template__0__type_of%3Dread%26template__0__action%3Dcomment_updated%26steps%255B0%255D%255Bapp%255D%3DApp208932CLIAPI%25401.2.2&selected_apis=App208932CLIAPI%401.2.2&referrer=%2Fapps%2Fdocusign%2Fintegrations%2Fonramp&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - 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](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DApp208932CLIAPI%25401.2.2%26template__0__type_of%3Dread%26template__0__action%3Dcustomer_invited_to_project%26steps%255B0%255D%255Bapp%255D%3DApp208932CLIAPI%25401.2.2&selected_apis=App208932CLIAPI%401.2.2&referrer=%2Fapps%2Fdocusign%2Fintegrations%2Fonramp&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - 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](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DApp208932CLIAPI%25401.2.2%26template__0__type_of%3Dread%26template__0__action%3Dmodule_deleted%26steps%255B0%255D%255Bapp%255D%3DApp208932CLIAPI%25401.2.2&selected_apis=App208932CLIAPI%401.2.2&referrer=%2Fapps%2Fdocusign%2Fintegrations%2Fonramp&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - 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](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DApp208932CLIAPI%25401.2.2%26template__0__type_of%3Dread%26template__0__action%3Dproject_archived%26steps%255B0%255D%255Bapp%255D%3DApp208932CLIAPI%25401.2.2&selected_apis=App208932CLIAPI%401.2.2&referrer=%2Fapps%2Fdocusign%2Fintegrations%2Fonramp&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - 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](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DApp208932CLIAPI%25401.2.2%26template__0__type_of%3Dread%26template__0__action%3Dproject_note_created%26steps%255B0%255D%255Bapp%255D%3DApp208932CLIAPI%25401.2.2&selected_apis=App208932CLIAPI%401.2.2&referrer=%2Fapps%2Fdocusign%2Fintegrations%2Fonramp&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - 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](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DApp208932CLIAPI%25401.2.2%26template__0__type_of%3Dread%26template__0__action%3Dproject_note_updated%26steps%255B0%255D%255Bapp%255D%3DApp208932CLIAPI%25401.2.2&selected_apis=App208932CLIAPI%401.2.2&referrer=%2Fapps%2Fdocusign%2Fintegrations%2Fonramp&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - 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](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DApp208932CLIAPI%25401.2.2%26template__0__type_of%3Dread%26template__0__action%3Dsubtask_created%26steps%255B0%255D%255Bapp%255D%3DApp208932CLIAPI%25401.2.2&selected_apis=App208932CLIAPI%401.2.2&referrer=%2Fapps%2Fdocusign%2Fintegrations%2Fonramp&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - 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](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DApp208932CLIAPI%25401.2.2%26template__0__type_of%3Dread%26template__0__action%3Dsubtask_updated%26steps%255B0%255D%255Bapp%255D%3DApp208932CLIAPI%25401.2.2&selected_apis=App208932CLIAPI%401.2.2&referrer=%2Fapps%2Fdocusign%2Fintegrations%2Fonramp&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - 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](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DApp208932CLIAPI%25401.2.2%26template__0__type_of%3Dread%26template__0__action%3Dtask_created%26steps%255B0%255D%255Bapp%255D%3DApp208932CLIAPI%25401.2.2&selected_apis=App208932CLIAPI%401.2.2&referrer=%2Fapps%2Fdocusign%2Fintegrations%2Fonramp&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - 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](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DApp208932CLIAPI%25401.2.2%26template__0__type_of%3Dread%26template__0__action%3Dtask_updated%26steps%255B0%255D%255Bapp%255D%3DApp208932CLIAPI%25401.2.2&selected_apis=App208932CLIAPI%401.2.2&referrer=%2Fapps%2Fdocusign%2Fintegrations%2Fonramp&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - 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 Load more ## Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023 93% Customers who say using Zapier has made them better at their job 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 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](/content/blog/automate-docusign/index.html) ## Make work flow with AI Level up your Docusign to OnRamp integration with AI. Extract, summarize, and transform your integration data with leading AI models like [OpenAI](/content/apps/openai/integrations/index.html), [Anthropic](/content/apps/anthropic-claude/integrations/index.html), and more. [Learn about AI automation](/content/ai/index.html) About Docusign Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents. [Help](/content/apps/docusign/integrations#help/index.html)[Help](/content/apps/docusign/integrations#help/index.html) Related categories [AI Document Extraction](/content/apps/categories/ai-document-extraction/index.html) [Signatures](/content/apps/categories/signatures/index.html) Similar apps Dropbox Sign Signatures SignNow Signatures RightSignature Signatures Load more About OnRamp OnRamp is a customer onboarding and collaboration application [Help](/content/apps/onramp/integrations#help/index.html)[Help](/content/apps/onramp/integrations#help/index.html) Related categories [Project Management](/content/apps/categories/project-management/index.html) ## Connect Docusign to OnRamp on the world's largest no-code automation platform Integrate for free Integrate for free [Google LogoSign up with Google](/content/google-sso/start?scopes=basic&next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26steps%255B0%255D%255Bapp%255D%3DDocusignCLIAPI%25401.5.14%26steps%255B1%255D%255Bapp%255D%3DApp208932CLIAPI%25401.2.2)