DocuSign

Connect data from DocuSign with TaskMagic. This helps with apps we don't natively connect with as well. If the app you're looking to connect with has an open api you can connect it.

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Triggers

New Folder in DocuSign

Instant

Triggers when a new folder is created on DocuSign

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Envelope Status Updated in DocuSign

Instant

Triggers when an envelope is sent, completed, 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. Zapier will only fetch data and documents for envelope types that have been selected on DocuSign

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Actions

Send Envelope Using Template on DocuSign

Write

Sends a envelope signature request using a template on DocuSign.

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Send Envelope Using Document on DocuSign

Write

Sends a envelope signature request using a document DocuSign.

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