Docusign Triggers and Actions
Below is a list of triggers and actions available on Docusign via Zapier at the time of publication. Keep in mind that additional options may now be available on Zapier, Power Automate, or Workato to further streamline your workflows.
Triggers
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.
SMS Opt-Out
Triggers when a recipient opted out of receiving SMS notifications for an envelope.
Recipient Sent
Triggers when a notification that it's their turn to sign was sent to the recipient.
Recipient Reassigned
Triggers when a recipient reassigned an envelope.
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.
and 28 more triggers
Docusign doesn't offer (yet) any Trigger on Zapier.
Actions
Add to Bulk Send List
Adds new recipients to an existing bulk send list.
Update Template
Updates an existing template with new documents and recipients.
Create Signature Request
Creates a signature request.
Find Template Documents
Retrieves a list of documents associated with a template.
Find Envelope Documents
Retrieves a list of documents associated with an envelope.
and 12 more actions
Docusign doesn't offer (yet) any Action on Zapier.