Integrate Docusign with Jotform to automate your work

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2. Choose an Action
The event an automation performs after it's triggered
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Zapier makes it easy to integrate Docusign with Jotform - no code necessary. See how you can get setup in minutes.

Select a trigger from Docusign

A trigger is an event that starts your Zap and runs the workflow. For example, with Docusign, a trigger could be "Envelope Status Updated."
A trigger is the event that kicks off your automated workflow.

Setup an action from Jotform

An action is what takes place after the automation is triggered. For example, with Jotform, the action could be "Assign Form."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Docusign to Jotform

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Triggers and actions are the main components of every automated workflow.

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Make work flow with AI

Level up your Docusign to Jotform integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about Docusign + Jotform integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Docusign and Jotform

How can I set up the integration between Docusign and Jotform?

You can integrate Docusign with Jotform using our platform to create a seamless workflow. First, connect both of your accounts with our service. Then, set up triggers from Jotform such as when a form is submitted or a new response is received to automatically send documents for signature via Docusign.

What types of triggers are available for the integration?

There are several triggers you can use for integrating Docusign with Jotform. These include when a new form submission is received, when there’s a new entry, or even when certain conditional logic is met within your form. You can then use these triggers to automatically send requests through Docusign.

Can I customize the document sent via Docusign based on form responses?

Yes, we support customization of documents sent via Docusign based on specific responses in Jotform. You can map fields from your form directly to a document template in Docusign, ensuring that all necessary information aligns correctly before being sent out for signatures.

Is it possible to send automatic reminders through Docusign once the document has been sent?

Yes, once you've set up your integration, you can configure automatic reminders within Docusign to nudge signees if they haven't acted after a specified time frame post-sending the document.

How secure is the data being transferred between Jotform and Docusign?

We prioritize security and ensure that any data transferred between Jotform and Docusign via our integration adheres to industry-standard encryption protocols. This maintains confidentiality and integrity throughout the process.

What happens if there’s an error during the document sending process?

If an error occurs during the sending process from Jotform to Docusign, we provide detailed logs enabling you to diagnose what went wrong. Additionally, alerts or notifications can be configured so you're immediately aware of any issues.

Are there limits on how many documents I can send via this integration?

While our platform doesn’t impose strict limits on how many documents you can send through this integration, restrictions might arise depending on your subscription tier with either Jotform or Docusign. Please check their terms for more detailed information.

Connect Docusign and Jotform to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
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Automate your way to actionable, up-to-date data

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Connect Docusign and Jotform to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • Docusign triggers, actions, and 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 Method
      Required
    • URL
      Required
    • Query String Parameters
    • Headers
    • Additional Request Headers
    • Body
    Action
    Write
    • Document
      Required
    Trigger
    Scheduled
    Try It

Learn how to automate Docusign on the Zapier blog

Learn how to automate Jotform on the Zapier blog

docusign logo
docusign logo
About Docusign
Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
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    About Jotform
    The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.
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