Resources · Zapier integration

Docusign Zapier integrationAutomate Docusign with Zapier.

The Docusign Zapier integration gives you 41 triggers, 34 actions and 9 searches. Below, what each one does, what it costs on your plan, how to link your account and the traps worth knowing before the first contract leaves your desk.

See the 84 operations

Verified Trustpilot reviews · AI, automation & growth agency

Overview

What the Docusign Zapier integration actually does

The Docusign Zapier integration links your e-signature account to the other tools you use, without code. An event on an envelope, a recipient or a template starts the automation, and Zapier then sends, files or updates something for you. Most of the Docusign events reach Zapier the moment they happen.

Three results come up again and again. A contract that files itself: Envelope Completed fires as soon as the last person signs, and Download Envelope Document picks up the signed file for your storage. A signature request sent from another tool: Send Envelope Using Template builds and sends the envelope from a record created elsewhere. A sales team warned on a refusal: Recipient Declined starts the Zap the moment someone says no.

Here is the strong point: 34 of the 41 triggers are instant, so a free account gets the same speed as a paid one on those. The seven others are checked on a timer, including Envelope Status Updated, which sounds like the obvious choice but, on a free plan, waits for the next check like the other six.

What Zapier does not do here: a large part of the list (workspaces, Workflow Builder, Agreement Manager) only works on a Docusign IAM plan, and nothing in Zapier unlocks it. The integration also never touches what was signed before the Zap was switched on. If you weigh other tools, the Docusign Make integration and our Make vs Zapier comparison are the next pages to open.

Vocabulary

Zapier vocabulary in one minute

Seven words come back on every line of this page. Here they are in plain English, once.

Zap
The automation you build on Zapier: one starting event, then one or several steps that run each time that event happens.
Trigger
The event in Docusign that starts the Zap, such as a completed envelope. Once the Zap is on, Zapier waits for it.
Action
What the Zap does once started: the step that sends, creates, files or voids something on your behalf.
Task
The unit Zapier bills: one action your Zap carries out successfully. The allowance of your plan counts those.
Polling vs instant
A polling trigger is checked by Zapier on a timer. An instant one is reported by Docusign itself, straight away.
Filter
A step that lets the Zap continue only when the incoming data meets your condition and stops it otherwise.
Search step
A step that looks up something that already exists in Docusign, so the steps after it can reuse what it found.
Cost

What Docusign on Zapier really costs

Docusign is not a premium app: it works from the free plan. What you pay for is tasks and steps.

  • Docusign appNot premium, available on the free plan
  • Free plan100 tasks a month, two-step Zaps only
  • Trigger and checksNever billed
  • Failed actionNot counted

The trigger never costs a task, and neither does Zapier looking for new envelopes, however often it checks. Each action that succeeds counts as one task; one that fails counts for nothing. The free plan gives 100 tasks a month and only two-step Zaps: one trigger, one action. Add a filter, a search or a second action and the Zap becomes a multi-step Zap, which needs a paid plan. The 34 instant triggers fire straight away on every plan; the seven polling ones follow the grid below.

Connect

Connect your Docusign account to Zapier

  1. 01

    Open your connections

    In Zapier, go to the Apps page of your account and click + Add connection. A connection is your Docusign account linked once, then reused by every step that needs it.

  2. 02

    Pick Docusign

    Type Docusign in the search box of the dialog that appears, select it in the results, then click Add connection. A new browser tab opens on the Docusign sign-in page.

  3. 03

    Sign in and grant access

    Log in to Docusign and accept the access Zapier asks for. You need a Docusign account, plus read or write rights on any envelope or template you do not own and want the Zap to touch.

First Zap

Your first Docusign Zap, step by step

GoalEvery completed envelope sends its signed documents to your file storage, without anyone downloading them by hand.

  1. 01

    Create the Zap

    In the editor, pick Docusign as the app that starts the Zap and Envelope Completed as the event, then choose your Docusign connection.

  2. 02

    Set the trigger

    Decide whether the Zap watches every envelope of the account or only the ones you sent, then test: Zapier brings back the three most recent items so you map on a real one.

  3. 03

    Add the search

    Add Find Documents List for Envelope and feed it the envelope ID that came from the trigger. It returns the files with their download links, without loading the trigger step.

  4. 04

    Add the upload

    Add the step of your storage tool, choose where the file goes, and map the download link from the search into it. A search plus an action makes this a multi-step Zap, so a paid plan is required.

  5. 05

    Test, then publish

    Run each step once and read what came back before going further. When the file shows up where expected, click Publish to switch the Zap on.

Triggers

The 41 Docusign triggers

41 events start a Zap when something happens in Docusign, and 34 of them are instant: the app calls Zapier straight away, whatever your plan.

1

Click Agreed

Instant trigger

In Zapier“Triggers when a recipient accepted a clickwrap agreement.”

Starts your Zap when someone accepts one of your clickwrap agreements, the click-to-accept box placed in front of terms or a policy. You get the acceptance as a fresh record you can log or pass along.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
keep a register of who accepted your terms of service in a spreadsheet or a CRM, without exporting anything by hand.
2

Click Declined

Instant trigger

In Zapier“Triggers when a recipient declined a clickwrap agreement.”

The mirror of the previous one: a recipient refuses a clickwrap agreement and the Zap kicks off. That refusal often matters more than an acceptance, because someone has to follow it up.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
alert the account owner in your team chat when a customer rejects updated terms, so a person calls before the account drifts away.
3

New Docusign Connect Event

Instant trigger

In Zapier“Triggers when selected Docusign events occur.”

A catch-all trigger: you tick the Docusign events you care about, and any one of them starts the same Zap. It saves building one Zap per event when they all lead to the same place.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
feed one activity log with sends, signatures and refusals at once.
Watch out
the list of events to monitor is mandatory; pick at least one, or the Zap has nothing to listen to.
4

Envelope Completed

Instant trigger

In Zapier“Triggers when an envelope is completed.”

Fires once every recipient has done their part and the envelope is closed. This is the event most teams want: the contract is signed, now something should happen with it.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
file the signed PDF, mark the deal as won, or start onboarding.
Watch out
documents, recipients and custom fields are left out by default; switch on the matching options or add a search step after it.
5

Envelope Corrected

Instant trigger

In Zapier“Triggers when an envelope is corrected.”

Reacts when an envelope already out for signature is corrected. Corrections are easy to miss, and this trigger makes them visible.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
notify the legal or sales lead each time a contract under signature is changed.
Watch out
by default it covers every user of the account; turn on Return only envelopes I created? to keep only your own.
6

Envelope Created

Instant trigger

In Zapier“Triggers when an envelope is created.”

Catches an envelope at its very birth, before it is sent to anyone. Handy when the creation itself is the signal, for example a draft prepared by a colleague that you want to review.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
open a review task in your project tool for every new draft.
Watch out
a created envelope is not a sent one; if the goal is tracking what left the building, pick Envelope Sent.
7

Envelope Declined

Instant trigger

In Zapier“Triggers when an envelope is declined.”

Goes off when a recipient refuses to sign and the whole envelope stops there. Of all the bad news Docusign can send, this is the one that usually needs a human reply fast.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
push the deal back to the negotiation stage in your CRM and warn its owner.
Watch out
recipients are left out by default; switch on the recipient option to know who declined.
8

Envelope Deleted

Instant trigger

In Zapier“Triggers when an envelope is deleted.”

Triggers when an envelope is deleted from the account. It gives you a trace of removals that would otherwise leave no mark in your other tools.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
keep an audit sheet up to date, or remove the matching line in a tracking table so it does not show a ghost contract.
Watch out
scope it with Return only envelopes I created? if you share the account and only care about your own sends.
9

Envelope Delivered

Instant trigger

In Zapier“Triggers when an envelope is delivered.”

Signals that Docusign marks an envelope as delivered. It sits between the send and the completion, the stage where the contract waits on the other side.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
set a reminder task for the account manager, so the follow-up call happens while the contract is fresh.
Watch out
documents are not attached by default; switch on the include option if a later step needs the files.
10

Envelope Discard

Instant trigger

In Zapier“Triggers when an envelope is discarded.”

Fires when an envelope is discarded. Few teams watch for it, yet it tells you a deal or a request was dropped along the way.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
clean up the pending item in your quote tracker, or ask the sender why the draft was abandoned.
Watch out
test it on a real discarded envelope to see which details come through before mapping them.
11

Envelope Purge

Instant trigger

In Zapier“Triggers when an envelope is purged.”

An envelope is purged from Docusign, and this trigger reports it. It is the last event you will get for that envelope's documents in your other tools.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
record the purge date in your compliance register, so you can prove when a document left your systems.
Watch out
documents are not included by default; archiving them on Envelope Completed is the safer moment.
12

Envelope Resent

Instant trigger

In Zapier“Triggers when an envelope is resent.”

Picks up every resend of an envelope. A string of resends on the same contract is a sign something is stuck.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
count resends per deal in a sheet, then flag the ones that keep bouncing.
Watch out
on a shared account this fires for colleagues too unless you limit it to the envelopes you created.
13

Envelope Sent

Instant trigger

In Zapier“Triggers when an envelope is sent.”

Triggers the moment an envelope leaves for its recipients. It marks the start of the signature clock, and most tracking Zaps begin here.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
log each contract sent in your CRM with its date, so the sales pipeline shows what is out for signature.
Watch out
recipients are left out by default; enable the recipient option if you want names and emails in the next step.
14

Envelope Voided

Instant trigger

In Zapier“Triggers when an envelope is voided.”

A sender cancels an envelope that was already out. Nobody can sign it anymore, and any process waiting on it should stop too.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
close the matching task, cancel a scheduled onboarding, or move the deal back a stage.
Watch out
if another Zap of yours voids envelopes, keep the two apart, or this one will react to the other's work.
15

New Agreement (For IAM Plans)

Polling trigger

In Zapier“Triggers when a new Agreement Manager agreement is created. Only available for Docusign IAM Plans.”

Watches Agreement Manager, the agreement repository of Docusign IAM, and starts the Zap when a new agreement appears there. It brings the contract library into your other tools.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
add each new agreement to a renewal calendar or a legal tracker.
Watch out
it only exists for accounts on a Docusign IAM plan; the operation is only available on those plans.
16

Updated Agreement (For IAM Plans)

Polling trigger

In Zapier“Triggers when an existing Agreement Manager agreement is updated. Only available for Docusign IAM Plans.”

Spots changes to an agreement already stored in Agreement Manager. Where the previous trigger covers arrivals, this one follows the life of each contract afterwards.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
keep a contract register in sync when a date, a party or a value is edited.
Watch out
reserved to Docusign IAM plans, and on a free Zapier plan the change can reach you a quarter of an hour late.
17

Workflow Completed (For IAM Plans)

Instant trigger

In Zapier“Triggers when a Workflow Builder workflow completes. Only available for Docusign IAM Plans.”

The Zap starts when a workflow built in Workflow Builder, the Docusign IAM process designer, reaches its end. The whole sequence is done, and Zapier takes over from there.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
hand the result of an onboarding or approval workflow to your billing or HR tool.
Watch out
available only with a Docusign IAM plan.
18

Workflow Failed (For IAM Plans)

Instant trigger

In Zapier“Triggers when a Workflow Builder workflow fails. Only available for Docusign IAM Plans.”

Your safety net on Workflow Builder: the Zap starts as soon as a workflow breaks down. Without it, a failed run can sit unnoticed until a customer asks where their contract is.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
open a ticket for the operations team with the name of the workflow that failed.
Watch out
needs a Docusign IAM plan, like every operation tagged that way.
19

Workflow Started (For IAM Plans)

Instant trigger

In Zapier“Triggers when a Workflow Builder workflow starts. Only available for Docusign IAM Plans.”

Reports each new run of a Workflow Builder workflow. Paired with the completed and failed triggers, it lets you follow every run from start to finish.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
write a line in a tracking table when a run begins, then update it from the two other triggers.
Watch out
reserved to Docusign IAM plans.
20

Identity Verification Completed

Instant trigger

In Zapier“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.”

Docusign has decided on a signer's identity check for a qualified electronic signature under eIDAS, the European framework, and the signer has been told: this trigger reports it. A failure carries codes that explain why.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
warn the case owner when a check fails, so the signer gets help instead of silence.
Watch out
it concerns qualified signatures only, not every envelope.
21

Identity Verification Pending

Instant trigger

In Zapier“Triggers when a signer completed the identity verification process for an eIDAS-compliant Qualified Electronic Signature (QES), but the result is still pending.”

Tells you a signer has gone through the identity check for a qualified electronic signature, but the verdict is not in yet. The envelope is waiting, and so is everyone after the signer.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
show a pending status in your client portal or CRM, so nobody chases a signer who already did their part.
Watch out
pair it with the completed trigger to know the outcome.
22

Envelope Status Updated

Polling trigger

In Zapier“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.”

One trigger for several stages: sent, signed, completed, voided or declined. Zapier temporarily stores the envelope documents so later steps can reuse them.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
when one Zap should follow every change of status and a short delay does not matter.
Watch out
each stage also has its own instant trigger above, faster on a free plan; and without full access to an envelope, part of its data stays empty.
23

New Folder

Polling trigger

In Zapier“Triggers when a new folder is created.”

Notices each folder added to your Docusign account. Folders are how many teams sort envelopes by client or by project, so a new one often means new work.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
create the matching folder in your file storage or a channel for the project, so both sides share the same structure.
Watch out
folders created before the Zap was published are never picked up.
24

New Workspace (For IAM Plans)

Polling trigger

In Zapier“Triggers when a new workspace is created. Only available for Docusign IAM Plans.”

Starts the Zap when a workspace is opened, the shared space where documents, participants and envelopes of one deal live together. It is the IAM way of running a file from start to finish.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
link each new workspace to its record in your CRM.
Watch out
needs a Docusign IAM plan.
25

New User Added to Workspace (For IAM Plans)

Polling trigger

In Zapier“Triggers when a new user is added to a workspace. Only available for Docusign IAM Plans.”

Follows the guest list of your workspaces: each person added to one starts the Zap. Useful when access to a deal room has to be logged or double-checked.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
keep an access log for compliance, or welcome the newcomer with a short email.
Watch out
reserved to Docusign IAM plans, and a free Zapier plan reports the addition with some delay.
26

Recipient Authentication Failed

Instant trigger

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

A recipient just failed the authentication check placed on an envelope. If several attempts were allowed, all of them failed.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
alert the sender at once, so they can reach the recipient by phone and resend.
Watch out
by default this listens to every user of the account; narrow it if only your envelopes matter.
27

Recipient Autoresponded

Instant trigger

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

Catches the automatic replies a recipient's mailbox sends back to a Docusign notification, typically an out-of-office message. The envelope may then sit unsigned for days.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
tell the sender that the signer is away, so they can reassign the envelope or wait knowingly.
Watch out
one away message per notification can pile up; add a filter to keep only the first one.
28

Recipient Completed

Instant trigger

In Zapier“Triggers when a recipient signed or completed their actions for an envelope.”

Fires each time one recipient signs or finishes their part, even if others are still due. On a multi-signer contract, it lets you follow progress person by person.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
notify the next approver internally, or tick a step in your deal checklist.
Watch out
for the moment the whole envelope is done, use Envelope Completed, otherwise the Zap runs once per signer.
29

Recipient Declined

Instant trigger

In Zapier“Triggers when a recipient declined to sign.”

Reports the specific person who refused to sign. Where the envelope trigger tells you the deal is blocked, this one tells you who blocked it.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
send the account owner the name and reason so the next call is the right one.
Watch out
enable the recipient option on the trigger, or the name and email will be missing in later steps.
30

Recipient Delegated

Instant trigger

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

Here a delegation rule sends an envelope to a substitute signer instead of the person first named. The contract will be signed, just not by who you expected.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
log the delegate in your contract register so the file shows who actually holds the pen.
Watch out
it only fires where a delegation rule is set up in Docusign.
31

Recipient Delivered

Instant trigger

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

Opening the documents on the Docusign signing site is what sets this one off. In practice, it tells you the contract was actually looked at.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
time the follow-up call to the moment the prospect is reading.
Watch out
despite its name, it does not mean the email or text message arrived; a recipient who never opens the link never fires it.
32

Recipient Marked to Finish Later

Instant trigger

In Zapier“Triggers when a recipient selected OTHER ACTIONS > Finish Later for an envelope.”

Catches the recipient who opened the envelope, chose the finish later option and left. It is a soft hesitation, the right moment for a gentle nudge.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
schedule a reminder task for the sender rather than letting the envelope go cold.
Watch out
on a shared account, limit it to your own envelopes or colleagues' hesitations will reach you too.
33

Recipient Reassigned

Instant trigger

In Zapier“Triggers when a recipient reassigned an envelope.”

The recipient hands the envelope over to someone else. Unlike a delegation rule set in advance, this is a choice made on the spot by the person you sent it to.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
update the contact on the deal, since the real decision maker just changed.
Watch out
map the new recipient from the test data, not the original one.
34

Recipient Resent

Instant trigger

In Zapier“Triggers when an envelope was resent to a specific recipient.”

Tracks a resend aimed at one specific recipient rather than the whole envelope. It shows who keeps needing a second notice.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
after a resend, add a call task for the contact on the account so a person steps in.
Watch out
if your Zaps also resend envelopes, check that this trigger does not restart the Zap that caused it.
35

Recipient Sent

Instant trigger

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

Your Zap runs when Docusign tells a recipient it is their turn to sign. On a sequential routing, it marks each handover from one signer to the next.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
send an internal heads-up to a colleague when their signature is now awaited.
Watch out
custom fields are left out unless you switch on their option on the trigger.
36

SMS Opt-In

Instant trigger

In Zapier“Triggers when a recipient opted in to receiving SMS notifications for an envelope.”

Reports a recipient who agreed to receive text notifications for an envelope. That consent is worth keeping somewhere searchable.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
mark the contact as reachable by text in your CRM, with the date of consent.
Watch out
the consent is tied to an envelope, so store which one it came from.
37

SMS Opt-Out

Instant trigger

In Zapier“Triggers when a recipient opted out of receiving SMS notifications for an envelope.”

The counterpart of the opt-in: a recipient no longer wants text notifications for an envelope. Respecting it everywhere is the point.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
remove the contact from text campaigns in your other tools, so no channel keeps messaging someone who said stop.
Watch out
treat it as a consent change, not a simple note.
38

Template Created

Instant trigger

In Zapier“Triggers when a template is created.”

Someone adds a template to the account, the reusable model behind most of your envelopes. New templates are worth reviewing before anyone sends from them.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
ask legal to approve each new template, through a task or a message.
Watch out
if another Zap creates templates, this one will react to it.
39

Template Deleted

Instant trigger

In Zapier“Triggers when a template is deleted.”

Signals that a template has been removed. Any Zap that sends envelopes from it will start failing from that moment.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
warn whoever runs your automations, so they repoint the sending Zaps before the next contract bounces.
Watch out
nothing in Zapier repairs those Zaps for you.
40

Template Modified

Instant trigger

In Zapier“Triggers when a template is modified.”

Fires on each edit of a template. A changed clause or field can silently alter every contract sent afterwards.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
keep a change log of your templates in a sheet, with who edited what.
Watch out
a Zap running Update Template on the same template sets this trigger off each time it runs.
41

Workspace Documents (For IAM Plans)

Polling trigger

In Zapier“Fetches documents from a workspace for selection. Only available for Docusign IAM Plans.”

Brings up the documents held in a workspace so you can pick them in the Zap. It works more like a document picker than an alert.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
when a later step needs a document from a given workspace and you want to choose it from a list.
Watch out
needs a Docusign IAM plan, and only documents added after publication show up as new.
Actions

The 34 Docusign actions

Docusign gives you 34 actions. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Add Document to Workspace (For IAM Plans)

Action

In Zapier“Uploads and adds a document to a workspace for organization and collaboration. Only available for Docusign IAM Plans.”

Uploads a file into a workspace, where the team can organize and work on it together.

When to use it
a supporting document collected elsewhere joins the deal room automatically.
Watch out
the file must come from an earlier step of the Zap.
2

Add to Bulk Send List

Action

In Zapier“Adds new recipients to an existing bulk send list.”

Adds recipients to a bulk send list that already exists, one row at a time as your source fills up.

When to use it
each new signup in a form joins the list for the next mass send.
Watch out
it needs the ID of the list, not its name; keep that ID somewhere a step can read it.
3

Add User to Workspace (For IAM Plans)

Action

In Zapier“Adds a user to a workspace with specified permissions. Only available for Docusign IAM Plans.”

Invites a person into a workspace with the permissions you set.

When to use it
a new team member assigned to a deal gets access without anyone sending an invite.
Watch out
check the permission level you map; it decides what that person can see and change.
4

Bulk Send Envelope From Template

Action

In Zapier“Sends a template to multiple recipients using a bulk send list.”

Sends one template to everyone on a bulk send list, each person getting a separate envelope.

When to use it
annual renewals or a new policy that every client has to sign.
Watch out
both the list ID and the template are required; run Test Bulk Send Request first.
5

Create Bulk Send List

Action

In Zapier“Creates a new bulk send list with multiple recipients.”

Creates a bulk send list, the roster of people who will each get their own copy of the same envelope.

When to use it
gather the participants of an event or a policy update before a mass send.
Watch out
name, email, role name and list name are all required, and the role name applies to every recipient of the list.
6

Create Draft Signature Request

Action

In Zapier“Creates a draft signature request.”

Prepares a signature request from a template but leaves it as a draft, so a person can check it before it goes.

When to use it
contracts that need a manager's eye before sending.
Watch out
turning on reminders without also turning on expiration removes the envelope's expiration; set both to keep the account's usual behavior.
7

Create Envelope From Workspace (For IAM Plans)

Action

In Zapier“Creates an envelope associated with the workspace. Envelope recipients will automatically be granted Participate access to the workspace. Only available for Docusign IAM Plans.”

Ties a new envelope to a workspace; its recipients automatically receive Participate access to that workspace.

When to use it
send the final agreement from the deal room, with signers able to see the shared documents.
Watch out
that automatic access is the point, so check who is on the recipient list.
8

Create Template From Document

Action

In Zapier“Creates a new template using a document.”

Turns a document into a new reusable template, named as you choose.

When to use it
a contract model approved in your document tool becomes a Docusign template without a manual upload.
Watch out
the template name is mandatory, and the Template Created trigger will fire for it.
9

Create Workspace (For IAM Plans)

Action

In Zapier“Creates a new workspace for organizing documents, participants, and agreement workflows. Only available for Docusign IAM Plans.”

Opens a new workspace to hold the documents, participants and agreement steps of one deal.

When to use it
a new client file in your CRM gets its own workspace on Docusign.
Watch out
every workspace step requires a Docusign IAM plan.
10

Delete Document From Workspace (For IAM Plans)

Action

In Zapier“Removes a document from a workspace permanently. Only available for Docusign IAM Plans.”

Removes a document from a workspace for good, with no copy kept on the Docusign side.

When to use it
clear an outdated draft once the signed version has arrived.
Watch out
the removal is permanent; add a filter so only the intended file is touched.
11

Download Envelope Document

Action

In Zapier“Downloads a document from an envelope.”

Fetches one document of an envelope as a file the next steps can store or attach.

When to use it
right after a completed envelope, to archive the signed contract.
Watch out
it needs both the envelope ID and the document ID; get the second one from a step that lists the documents.
12

Send Envelope Using Document

Action

In Zapier“Sends an envelope signature request using a document.”

Sends an envelope around a file that a previous step produced, rather than around a template. The document can change every time.

When to use it
a quote generated by another tool goes straight out for signature.
Watch out
the file has to come from an earlier step, so test that step first.
13

Send Envelope Using Template

Action

In Zapier“Sends a envelope signature request using a template.”

Builds an envelope from a saved template and sends it to the recipients you map. The wording and fields stay those of the template.

When to use it
an order form submitted online turns into a standard agreement ready to sign.
Watch out
if someone deletes the template, this step has nothing to send.
14

Find Envelope Documents

Action

In Zapier“Retrieves a list of documents associated with an envelope.”

Returns the list of documents attached to an envelope, from its ID.

When to use it
find the document ID that the download action asks for.
Watch out
it is filed with the actions, and the search Find Documents List for Envelope does a close job with download links included.
15

Find Template

Action

In Zapier“Finds a template by name.”

Looks a template up by its name and returns it to the following steps. It sits among the actions even though it behaves like a lookup.

When to use it
pick the right template from a value carried by the trigger.
Watch out
the template name is the only required field; test with a real name before mapping.
16

Find Template Documents

Action

In Zapier“Retrieves a list of documents associated with a template.”

Lists the documents that make up a given template, using its ID.

When to use it
before sending, show which files a template will include, or copy them elsewhere.
Watch out
it needs the template ID, so chain it after Find Template when you only know the name.
17

Find Workspaces (For IAM Plans)

Action

In Zapier“Searches for workspaces by name. Only available for Docusign IAM Plans.”

Searches your workspaces by name and hands the match to the next steps.

When to use it
locate the right deal room from a client name before adding a file or a person.
Watch out
filed under actions, so it costs a task when it succeeds.
18

Find Documents in Workspace (For IAM Plans)

Action

In Zapier“Lists and searches documents within a specific workspace. Only available for Docusign IAM Plans.”

Lists and filters the documents held in one workspace.

When to use it
check whether a contract is already in the deal room before uploading it again.
Watch out
it needs the workspace first, so put a workspace lookup before it.
19

Cancel Workflow Instance (For IAM Plans)

Action

In Zapier“Cancels a running workflow instance. Only available for Docusign IAM Plans.”

Stops a running workflow for good.

When to use it
a client withdraws and the approval sequence started for them has no reason to continue.
Watch out
unlike a pause, a cancellation cannot be resumed; a filter before it avoids mistakes.
20

Pause Workflow Instance (For IAM Plans)

Action

In Zapier“Pauses a running workflow instance. Only available for Docusign IAM Plans.”

Puts a running workflow on hold without cancelling it, so it can pick up later.

When to use it
a payment is overdue and the onboarding should wait until it clears.
Watch out
it needs the instance, which Find Workflow Instance can retrieve first.
21

Resume Workflow Instance (For IAM Plans)

Action

In Zapier“Resumes a paused workflow instance. Only available for Docusign IAM Plans.”

Restarts a workflow that was paused, from where it stopped.

When to use it
the blocking condition is lifted, for example a payment marked as received.
Watch out
it only works on a paused instance; a cancelled one cannot come back.
22

Trigger Workflow (For IAM Plans)

Action

In Zapier“Triggers a Workflow Builder workflow. Only available for Docusign IAM Plans.”

Launches a Workflow Builder workflow from an event in another tool.

When to use it
a signed purchase order in your ERP starts the supplier onboarding workflow in Docusign.
Watch out
requires a Docusign IAM plan, and the workflow must already exist.
23

List Envelopes in Workspace (For IAM Plans)

Action

In Zapier“Lists all envelopes created from a workspace. Only available for Docusign IAM Plans.”

Lists every envelope that was created from a given workspace, so the deal room's signature history sits in one result.

When to use it
show the full signature history of a deal room in a report.
Watch out
envelopes sent outside the workspace are not part of the list.
24

List Users in Workspace (For IAM Plans)

Action

In Zapier“Lists all users in a workspace with their roles and permissions. Only available for Docusign IAM Plans.”

Returns everyone in a workspace with their roles and permissions.

When to use it
a periodic access review copied into a sheet for your security or compliance lead.
Watch out
each run costs a task, so trigger it on an event rather than too often.
26

Restore Workspace User Access (For IAM Plans)

Action

In Zapier“Restores a user's access to a workspace by re-adding them. Only available for Docusign IAM Plans.”

Gives a removed user their access to a workspace back by adding them again.

When to use it
a deal reopens and the same advisor returns to it.
Watch out
it only applies to someone whose access was revoked before.
27

Revoke Workspace User Access (For IAM Plans)

Action

In Zapier“Removes a user's access to a workspace. Only available for Docusign IAM Plans.”

Takes a user's access to a workspace away.

When to use it
a colleague leaves the account team, or an external advisor's mission ends.
Watch out
access can be given back with the restore action, so this is not a deletion of the user.
28

Create Signature Request

Action

In Zapier“Creates a signature request.”

Sends a signature request built on one of your templates, with recipients and values filled in from earlier steps.

When to use it
a deal reaches the contract stage in your CRM and the agreement leaves on its own.
Watch out
if the template itself comes from a mapped value, set the template tabs option to false or the step fails.
29

Test Bulk Send Request

Action

In Zapier“Tests if a template can be sent to a bulk send list.”

Checks whether a template can be sent to a bulk send list, without sending anything.

When to use it
right before the real bulk send, as a dry run on the list and the template.
Watch out
it still counts as a task when it succeeds, even though nothing leaves the account.
30

Update Template

Action

In Zapier“Updates an existing template with new documents and recipients.”

Replaces the documents and recipients of an existing template, updating its name and email subject on the way.

When to use it
keep a template in line with the latest version stored elsewhere.
Watch out
four fields are required (template ID, name, subject and document); a missing one stops the step.
31

Update Workspace User (For IAM Plans)

Action

In Zapier“Updates a user's role or status in a workspace. Only available for Docusign IAM Plans.”

Changes the role or status of someone already in a workspace.

When to use it
a reviewer becomes an editor once the contract enters the final round.
Watch out
it acts on a person already invited; add them first if they are new.
32

Void Envelope

Action

In Zapier“Voids an existing envelope.”

Cancels an envelope that is still out, so nobody can sign it anymore.

When to use it
a deal is lost in the CRM and the pending contract should not stay open.
Watch out
a void reason is required; write one that still makes sense months later.
33

API Request (Beta)

Action

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

An advanced step that sends a raw request to Docusign with your connection already signed in. It covers what the other actions do not.

When to use it
only when no ready-made action does the job and someone technical can set it up.
Watch out
requests can only target Docusign's own addresses, and the stop on error setting decides whether a failure halts the Zap.
34

Create Envelope with Base URL and Account ID Input

Action

In Zapier“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.”

Creates an envelope where you type the base address and the account ID directly, together with the document, template, recipients and key custom fields.

When to use it
when you want to type the base address and account ID yourself rather than rely on the connection's defaults.
Watch out
it expects the document as an encoded file, so it suits people at ease with technical settings.
Searches

The 9 Docusign searches

9 search steps look for data that already exists in Docusign, so a later step can use it.

A search step goes and fetches something that already exists in Docusign. Five of these exist for a precise reason: loading documents, recipients or form data inside the trigger can make it time out, and a search placed just after it gets the same data more safely. Any search makes the Zap multi-step, so it needs a paid plan.

1

Find Custom Fields for Envelope

Search

In Zapier“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.”

Pulls the custom text and list fields of an envelope from its ID, such as a contract number or a region you added when sending.

When to use it
route a signed contract by the value of one of those fields.
Watch out
take the envelope ID from the trigger rather than typing it.
2

Find Documents List for Envelope

Search

In Zapier“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.”

Returns the documents of an envelope with links to download each file, which spares the trigger the heavy lifting.

When to use it
archive every signed file in your storage after a completed envelope.
Watch out
adding the certificate of completion to the combined download link requires the matching signing setting on the account.
3

Find Form Data for Envelope

Search

In Zapier“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 (https://admin.docusign.com/sending-settings).”

Collects what signers typed into the fields of the documents, from the envelope ID.

When to use it
copy the answers of a signed application form into a spreadsheet or a CRM record.
Watch out
the sending setting that lets the sender download form data must be enabled in the Docusign admin, otherwise nothing comes back.
4

Find Envelope Info

Search

In Zapier“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.”

Gets the envelope's details: email subject and message, timestamps and current status.

When to use it
measure how long a contract took between sending and completion, or check its status before acting.
Watch out
it reads one envelope at a time, by its ID.
5

Find Recipients for Envelope

Search

In Zapier“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.”

Lists all the recipients of an envelope, signers as well as agents, editors and people in copy.

When to use it
thank each signer by email, or add every party to your CRM once the deal closes.
Watch out
it needs the envelope ID; take it from the trigger or a previous step.
6

Find Workflow (For IAM Plans)

Search

In Zapier“Finds Workflow Builder workflows that match the search criteria. Only available for Docusign IAM Plans.”

Finds the Workflow Builder workflows that match your criteria.

When to use it
pick the right workflow by name before launching it with Trigger Workflow.
Watch out
needs a Docusign IAM plan, and an unclear criterion can match more than one workflow.
7

Find Agreement (For IAM Plans)

Search

In Zapier“Finds Agreement Manager agreements that match the search criteria. Only available for Docusign IAM Plans.”

Searches Agreement Manager for the agreements that fit your criteria.

When to use it
before a renewal, check which agreements already exist with a client.
Watch out
reserved to Docusign IAM plans; with no match, the default setting stops the Zap.
8

Find Workflow Instance (For IAM Plans)

Search

In Zapier“Finds Workflow Builder instances for a specific workflow. Only available for Docusign IAM Plans.”

Lists the runs of one particular workflow, so a later step can act on the right one.

When to use it
retrieve the instance to pause, resume or cancel.
Watch out
it needs the workflow first, which Find Workflow can supply.
9

Get Agreement (For IAM Plans)

Search

In Zapier“Retrieves a single Agreement Manager agreement by its ID. Only available for Docusign IAM Plans.”

Reads one agreement from Agreement Manager by its ID, with its details.

When to use it
you already hold the ID, from a trigger or a record, and want the full agreement.
Watch out
where the find search works on criteria, this one only takes an exact ID.

The three settings every search exposes

  1. Successful if no search results are found?
    Left as is, a search that finds nothing stops the Zap there and the steps depending on it are skipped. Switched on, the Zap carries on empty-handed.
  2. Create X if it doesn't exist yet?
    None of the Docusign searches offers this find-or-create box, so a search here only ever looks; it never creates what is missing.
  3. If multiple search results are found?
    Three ways out when several items match: keep the first one, which is the default, stop the Zap, or pass them all on.
When it breaks

When the Docusign Zap breaks

Plan for these cases before you publish.

Zapier lists the usual problems in its help article Common Problems with DocuSign on Zapier. Our Zapier troubleshooting page covers the general method.

  • Nothing from before the Zap

    A Zap only reacts to what happens after it is switched on. Envelopes signed last month will never come through; moving that backlog is a separate job.

  • The trigger step times out

    Asking the trigger to load documents, recipients and form data can make it time out. Leave those options off and add the matching search right after it.

  • A Zap that sets itself off

    A Zap that edits a template or resends an envelope can restart itself through the matching trigger, again and again, and burn the task count fast.

  • A sudden wave held back

    After a bulk send or an import, a trigger can return a huge batch at once, and Zapier's flood protection may hold it back.

  • Empty fields in the data

    Without full access to an envelope, part of its data stays empty. Connect with an account that has rights on the envelopes the Zap must read.

  • Recipient Delivered is not an email

    That trigger fires when someone opens the documents on the signing site, not when the email or text arrives. A Zap meant to react to the email landing would wait for an opening instead.
Need help

Need help automating Docusign with Zapier?

A person reads every message.

FAQ

Docusign Zapier integration: frequent questions

01Is the Docusign Zapier integration free?
Yes, Docusign is not a premium app, so it works from the free Zapier plan. That plan gives 100 tasks a month and only two-step Zaps, one trigger and one action. The moment you add a filter, a search or a second action, the Zap becomes multi-step and you need a paid plan. Many of the workspace and workflow operations also require a Docusign IAM plan on the Docusign side, which is a separate subscription that Zapier does not unlock or replace.
02How many tasks does a Docusign Zap use?
One task per action that succeeds, and nothing else. The trigger never costs a task, and Zapier checking Docusign for new envelopes costs nothing, however often it looks. An action that fails is not counted either. So a Zap with a trigger and one action uses one task per completed envelope, and a Zap with two actions uses two. Watch the actions that list or look things up, because they count when they succeed even if nothing changes in Docusign.
03Is the Docusign integration real time?
For 34 of the 41 triggers, yes: Docusign reports the event to Zapier as it happens, so the Zap starts at once on every plan, free included. The seven others are polling triggers that Zapier checks on a timer: every 15 minutes on the free plan, every 2 minutes on Professional and every minute on Team and Enterprise. Envelope Status Updated is one of those seven, which is why the dedicated envelope triggers such as Envelope Completed are the faster choice on a free plan.
04What do you need to connect Docusign to Zapier?
A Docusign account and a Zapier account are enough to start. From the Apps page of Zapier you add a connection, pick Docusign, sign in on the tab that opens and grant access. You also need read or write rights on any envelope or template you do not own and want the Zap to touch. For the operations marked For IAM Plans, the Docusign account must be on an IAM plan, and some searches rely on account settings being switched on.
05Why does a Docusign trigger miss documents or recipients?
Because the envelope triggers leave documents, recipients, custom fields and form data out by default. You can switch each option on in the trigger, but loading everything at once can make the step time out. The steadier route is to keep the trigger light and add the matching search right after it, such as Find Documents List for Envelope or Find Recipients for Envelope. For form data, the sender download setting must also be enabled in the Docusign admin.
06What if the Docusign operation needed is not in Zapier?
Then the advanced API Request step is the way out. It sends a request to Docusign with your connection already signed in, so no separate authentication is needed. It is marked beta, it can only reach Docusign's own addresses, and it asks for technical settings such as the method and the address of the request. If nobody on the team is comfortable with that, it is worth having the Zap built by someone who is, rather than forcing an existing action to do a job it was not designed for.
07Zapier, Make or n8n for Docusign?
On the Zapier side, the facts are these: 84 ready-made Docusign operations, 34 of the 41 triggers instant on every plan, and a free plan limited to two-step Zaps. This page does not compare Make or n8n on Docusign; weigh them on your own scenario, starting from the operations you actually need, the number of steps your Zap will take, and the tools already in place. If one Docusign operation you rely on is missing from that list, that alone settles a lot.
Same platform

Other docs you might need on this stack.

Browse all integrations