Automate with Zapier

Zapier is a powerful tool for automating workflows that allows you to integrate various services and platforms. It enables you to connect your DocuSeal document signing workflows with other tools you use in your daily operations.

Notes:

  • The Zapier integration works only with DocuSeal Cloud and is not supported for DocuSeal On-Premise.
  • The integration works only with DocuSeal accounts created on docuseal.com. If your account was created on docuseal.eu, it is recommended to use Make.com instead.

Available triggers and actions

  • Signing form completed — triggered when one of the signers completes signing the document.
  • Submission completed — triggered when all signers have completed signing.
  • Create signature request — creates a new signature request.

How to connect DocuSeal to Zapier

  1. Go to Zapier and log in or create a new account.
  2. From the left-hand menu, select App Connections. On the opened page, you’ll see a list of your connected accounts.
  3. In the top right corner, click the Add connection button.
  4. In the search field, enter DocuSeal and select it from the results.
  5. You’ll be prompted to authorize your DocuSeal account. Follow the on-screen instructions.
  6. Done! You can now use DocuSeal in your Zaps.

How to create a Zap with a DocuSeal trigger

  1. Go to Zapier and log in to your account.
  2. Create a new Zap by clicking Create in the top left corner, or open an existing Zap.
  3. In the Trigger block, search for DocuSeal and select it.
  4. In the trigger settings window, choose an event from the Trigger event dropdown, for example, Submission Completed.
  5. In the Account field, click Sign in to authorize your DocuSeal account, or select an already connected one.
  6. Click Continue, then click Test trigger. If everything is set up correctly, you’ll see the latest submission from DocuSeal.
  7. Choose one of the records and click Continue. If no records are found, make sure there is at least one completed submission in your account.
  8. Click Continue with selected data.
  9. Done! You can now add the next action in your Zap.

How to create a Zap with a DocuSeal action

  1. Go to Zapier and log in to your account.
  2. Create a new Zap or open an existing one.
  3. In the Trigger block, select any service, for example, Google Sheets → New Spreadsheet Row.
  4. In the trigger settings:
    • 4.1 Authorize your Google account.
    • 4.2 In the Spreadsheet field, select your table, and in Worksheet, select the sheet.
    • 4.3 Add a column named Email, which will contain the signer’s email address.
    • 4.4 Click Test trigger to make sure the trigger is working.
  5. In the Action block, search for DocuSeal and select it.
  6. In the Action event field, select Create Signature Request.
  7. In the Account field, click Sign in to authorize your DocuSeal account, or select an existing one.
  8. Click Continue to proceed to the action configuration.
  9. In the Template ID field, choose the template you want to use. If it’s not shown, create one in your DocuSeal dashboard.
  10. In the First Party Email field, select the signer’s email (e.g., from the Google Sheets column).
  11. Configure other fields such as First Party Name, if needed.
  12. Click Test action to verify that the action works.
  13. Go to your template in DocuSeal and check that a new submission was created.
  14. Done! Now, whenever a new row appears in your spreadsheet, Zapier will automatically create a new signature request in DocuSeal.