DocuSign

May 4, 2022

DocuSign Integrations

When someone eSigns your contract in DocuSign, start onboarding the customer immediately. Don't wait until the next business day and lose momentum. Use this Zapier solution guide to get started.

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Prerequisites

You will need the following before you can integrate Pipeline with DocuSign through Zapier:

  • Zapier account (sign up for free!)
  • DocuSign Business Pro account

Setup and Configuration

Trigger

Select the Trigger Event as Envelope Sent or Completed

The, select the Status Completed

Action(s)

Select the Action Event as Create Ask

Be sure to select the appropriate Pipeline Flow and enter the contact email as the creator of the Ask.

Note, the Flow must be LIVE.

FAQs and Troubleshooting

Use a Developer Account for testing

Note, every envelope you start counts towards your envelope allowance in DocuSign, even if you're testing, see DocuSign documentation.

If you're performing integration tests, sign up for a DocuSign Developer Account, so your tests don't count towards your envelope limit. 

Next Steps

View How-To »

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Additional Resources