Docusign + Gmail

Create Docusign signature requests from new Gmail emails matching search

When a new email that fits your specified criteria lands in your Gmail inbox, this workflow will promptly initiate a signature request in Docusign. This automation streamlines your document signing process, saving you time and reducing the chance of missed opportunities. Use this workflow to keep your operations running smoothly and efficiently.

When this happens...
New Email Matching Search
Triggers when you receive a new email that matches a search string you provide.
TriggerScheduled
automatically do this!
Create Signature Request
Creates a signature request.
ActionWrite

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Supported triggers and actions

- Label or mailbox
- Search keywords
Trigger
Scheduled
Try It
- Label or mailboxRequired
Trigger
Scheduled
Try It
- Search keywordsRequired
Trigger
Scheduled
Try It
- Label/Mailbox
Trigger
Scheduled
Try It
- Email message to be DeletedRequired
Action
Write

- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write

- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- Body type
- BodyRequired
- Label or mailbox
- Attachments
Action
Write
- Search StringRequired
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Search or write
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

New Label
Triggers when you add a new label.
Trigger
Scheduled
Try It
- Label or mailbox
Trigger
Scheduled
Try It
New Starred Email
Triggers when you receive a new email and star it within two days.
Trigger
Scheduled
Try It
- Label
- MessageRequired
Action
Write
- Recipient Instructions
- To
- Cc
- Bcc
- SubjectRequired
- From
- From Name
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- Name of labelRequired
Action
Write
- MessageRequired
- Label(s) to removeRequired
Action
Write
- Search StringRequired
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

About Docusign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.

Learn more

Related categories

Signatures

Similar apps

About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

Learn more

Docusign + Gmail

Create Docusign signature requests from new Gmail emails matching search

Supported triggers and actions

New Attachment

New Labeled Email

New Email Matching Search

New Thread

Delete Email

Create Draft Reply

Send Email

Reply to Email

Find or Send Email

New Folder

Send Envelope Using Template

API Request (Beta)

New Label

New Email

New Starred Email

Add Label to Email

Create Draft

Create Label

Remove Label From Email

Find Email

Envelope Status Updated

Send Envelope Using Document

Create Signature Request

About Docusign

Related categories

Similar apps

Dropbox Sign

SignNow

RightSignature

About Gmail

Related categories

Similar apps

IMAP by Zapier

SMTP by Zapier

Microsoft Office 365

Related Zap Templates

Related Zap Templates