Popular ways to use DocuSign workflows

• Send direct messages in Slack for completed DocuSign envelopes

  

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  DocuSign, Slack

  DocuSign + Slack

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  1. 

     When this happens

     Step 1: Envelope Sent or Completed

  2. 

     Then do this

     Step 2: Send Direct Message

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  Send direct messages in Slack for completed DocuSign envelopes

  

  by Zapier

  Zapier

  Send direct messages in Slack for completed DocuSign envelopes

  Try it

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  DocuSign, Slack

  DocuSign + Slack

• Send Slack channel messages for signed DocuSign envelopes

  

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  DocuSign, Slack

  DocuSign + Slack

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  1. 

     When this happens

     Step 1: Envelope Sent or Completed

  2. 

     Then do this

     Step 2: Send Channel Message

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  Send Slack channel messages for signed DocuSign envelopes

  

  by Zapier

  Zapier

  Send Slack channel messages for signed DocuSign envelopes

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  DocuSign, Slack

  DocuSign + Slack

• Upload newly-signed DocuSign envelopes to Google Drive

  

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  DocuSign, Google Drive

  DocuSign + Google Drive

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     When this happens

     Step 1: Envelope Sent or Completed

  2. 

     Then do this

     Step 2: Upload File

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  Upload newly-signed DocuSign envelopes to Google Drive

  

  by Zapier

  Zapier

  Upload newly-signed DocuSign envelopes to Google Drive

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  DocuSign, Google Drive

  DocuSign + Google Drive

• Update Copper opportunities when DocuSign envelopes are completed

  

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  DocuSign, Copper

  DocuSign + Copper

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     When this happens

     Step 1: Envelope Sent or Completed

  2. 

     Then do this

     Step 2: Search for a Person

  3. 

     Then do this

     Step 3: Update Opportunity

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  Update Copper opportunities when DocuSign envelopes are completed

  

  by Zapier

  Zapier

  Update Copper opportunities when DocuSign envelopes are completed

  Try it

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  DocuSign, Copper

  DocuSign + Copper

• Update deals in HubSpot CRM when new envelopes are signed in DocuSign

  

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  DocuSign, HubSpot

  DocuSign + HubSpot

  More details

  1. 

     When this happens

     Step 1: Envelope Sent or Completed

  2. 

     Then do this

     Step 2: Update Deal

  See Zap detailsTry it

  Update deals in HubSpot CRM when new envelopes are signed in DocuSign

  

  by Zapier

  Zapier

  Update deals in HubSpot CRM when new envelopes are signed in DocuSign

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  DocuSign, HubSpot

  DocuSign + HubSpot

• Update deals in Pipedrive when envelopes are signed in DocuSign

  

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  DocuSign, Pipedrive

  DocuSign + Pipedrive

  More details

  1. 

     When this happens

     Step 1: Envelope Sent or Completed

  2. 

     Then do this

     Step 2: Find Deal

  3. 

     Then do this

     Step 3: Update Deal

  See Zap detailsTry it

  Update deals in Pipedrive when envelopes are signed in DocuSign

  

  by Zapier

  Zapier

  Update deals in Pipedrive when envelopes are signed in DocuSign

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  DocuSign, Pipedrive

  DocuSign + Pipedrive

• Update cards in Trello when envelopes are sent in DocuSign

  

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  DocuSign, Trello

  DocuSign + Trello

  More details

  1. 

     When this happens

     Step 1: Envelope Sent or Completed

  2. 

     Then do this

     Step 2: Find Card

  3. 

     Then do this

     Step 3: Update Card

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  Update cards in Trello when envelopes are sent in DocuSign

  

  by Zapier

  Zapier

  Update cards in Trello when envelopes are sent in DocuSign

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  DocuSign, Trello

  DocuSign + Trello

• Create tasks in Todoist when envelopes are sent in DocuSign

  

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  DocuSign, Todoist

  DocuSign + Todoist

  More details

  1. 

     When this happens

     Step 1: Envelope Sent or Completed

  2. 

     Then do this

     Step 2: Create Task

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  Create tasks in Todoist when envelopes are sent in DocuSign

  

  by Zapier

  Zapier

  Create tasks in Todoist when envelopes are sent in DocuSign

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  DocuSign, Todoist

  DocuSign + Todoist

• 

  Envelope Sent or Completed

  Triggers when an envelope is sent or completed. 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.

  Trigger

  Scheduled
• 

  New Folder

  Triggers when a new folder is created.

  Trigger

  Scheduled
• 

  Create Signature Request

  Creates a signature request.

  Action

  Write