DocuSign

Triggers when a recipient accepted a clickwrap agreement.

Triggers when a recipient declined a clickwrap agreement.

Triggers when an envelope is completed.

Triggers when an envelope is corrected.

Triggers when an envelope is created.

Triggers when an envelope is declined.

Triggers when an envelope is deleted.

Triggers when an envelope is delivered.

Triggers when an envelope is discarded.

Triggers when an envelope is purged.

Triggers when an envelope is resent.

Triggers when an envelope is sent.

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.

Triggers when an envelope is voided.

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.

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

Triggers when selected DocuSign events occur.

Triggers when a new folder is created.

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

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

Triggers when a recipient signed or completed their actions for an envelope.

Triggers when a recipient declined to sign.

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

Triggers when a recipient viewed the documents through the DocuSign signing website. This event does not signify email or SMS delivery of an envelope.

Triggers when a recipient selected OTHER ACTIONS > Finish Later for an envelope.

Triggers when a recipient reassigned an envelope.

Triggers when an envelope was resent to a specific recipient.

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

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

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

Triggers when a template is created.

Triggers when a template is deleted.

Triggers when a template is modified.

Triggers when envelope is resent

Triggered when an envelope is sent.

Triggers when an envelope has been completed.

Triggers when an envelope or recipient status is changed.

New document event in DocuSign

New document received in DocuSign

New recipient event in DocuSign

Adds new recipients to an existing bulk send list.

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

Sends a template to multiple recipients using a bulk send list.

Creates a new bulk send list with multiple recipients.

Creates a draft signature request.

Creates a pre-filled webform link.

Creates a signature request.

Creates a new template using a document.

Downloads a document from an envelope.

Retrieves a list of documents associated with an envelope.

Finds a template by name.

Retrieves a list of documents associated with a template.

Sends an envelope signature request using a document.

Sends a envelope signature request using a template.

Tests if a template can be sent to a bulk send list.

Updates an existing template with new documents and recipients.

Voids an existing envelope.

Downloads a document from a specified envelope.

Gets the content of an envelope form data

Retrieves the overall status for the specified envelope.

Performs an arbitrary authorized API call.

Creates and sends an envelope using a selected template.

Sends an envelope with a document to be signed.

Create/send document for signing in DocuSign

Custom action in DocuSign (Custom)

Download document from DocuSign

List documents in DocuSign

Send document using a template in DocuSign

Add recipient to an envelope (V2) Add recipient to an envelope.

Searches for envelopes.