Cognito Forms + Docusign

Create DocuSign signature requests for new Cognito Forms entries

Save time and streamline your document signing process with this workflow, which connects Cognito Forms and DocuSign. When a new entry is submitted in Cognito Forms, a signature request is instantly created in DocuSign, allowing for quicker document completion and more efficient handling of your forms. Improve your productivity with this seamless automation between applications.

When this happens...
New Entry
Triggers when someone fills out your form.
TriggerInstant
automatically do this!
Send Envelope Using Document
Sends an envelope signature request using a document.
ActionWrite

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Supported triggers and actions

- FormRequired
Trigger
Instant
Try It
- FormRequired
Trigger
Instant
Try It
- FormRequired
- IdRequired
Action
Write
- FormRequired
- Availability Start
- Availability End
- Not Available Message
Action
Write
- FormRequired
- Entry IdRequired
- Template NumberRequired
Action
Search

- Status
- Add certificate of completion?
- Download form data?
Trigger
Scheduled
Try It
- Brand ID
- Email Subject
- Email Body
Action
Write

- TemplateRequired
- Email Subject
- Email Blurb
- Recipient Email
- Recipient Name
- Recipient Role
Action
Write

- FormRequired
Trigger
Instant
Try It
- FormRequired
Action
Write
- IdRequired
- FormRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- FormRequired
- IdRequired
Action
Search
New Folder
Triggers when a new folder is created.
Trigger
Scheduled
Try It
- Template ID
- Brand ID
- Email Subject
- Email Body
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

About Cognito Forms

Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.

Learn more