Integrate Docusign with Qualtrics to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Zapier makes it easy to integrate Docusign with Qualtrics - 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 Qualtrics

An action is what takes place after the automation is triggered. For example, with Qualtrics, the action could be "Create or Update Contact."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Docusign to Qualtrics

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

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Set up your first integration

Quickly connect Docusign to Qualtrics with a Zapier template.

Our most popular template

Create DocuSign signature requests for new Qualtrics survey responses
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Qualtrics + Docusign
Create DocuSign signature requests for new Qualtrics survey responses
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Qualtrics + Docusign
Send new Qualtrics survey responses in DocuSign envelopes using a template
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Qualtrics + Docusign

Create DocuSign signature requests for new Qualtrics survey responses

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Qualtrics + Docusign

Create DocuSign signature requests for new Qualtrics survey responses

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Qualtrics + Docusign

Send new Qualtrics survey responses in DocuSign envelopes using a template

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Qualtrics + Docusign

Make work flow with AI

Level up your Docusign to Qualtrics integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Frequently Asked Questions about Docusign + Qualtrics integrations

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

What is required to integrate DocuSign with Qualtrics?

To integrate DocuSign with Qualtrics, you need an active account with both platforms and API access for each. In our Zapier interface, you'll use triggers like 'New Survey' in Qualtrics and actions like 'Send Signature Request' in DocuSign to set up your integration.

Can I trigger a survey in Qualtrics when a document is signed in DocuSign?

Yes, using our platform, you can set up a trigger for when a document status is updated in DocuSign and follow it with an action to distribute a survey through Qualtrics.

Is it possible to update contact information in Qualtrics based on data from completed documents in DocuSign?

Certainly! We allow you to use triggers like 'Completed Document' from DocuSign and follow it with the 'Update Contact' action in Qualtrics. This ensures all data is synced and up-to-date.

How does the integration handle errors or failures between DocuSign and Qualtrics?

Our system closely monitors interactions between triggers like 'New Document' from DocuSign and actions such as 'Create Response Record' in Qualtrics to ensure smooth operation. If an error occurs, we provide detailed logs for troubleshooting.

Can I automate reminders for unsigned documents linked to survey responses?

Yes, by using our automation, if a survey response meets certain conditions, you can trigger an email reminder action for unsigned documents via DocuSign.

Are there limitations on the number of documents or surveys that can be processed through this integration?

As part of our service plan specifics, limitations may apply based on your subscription tier. However, generally speaking, users are able to process multiple documents and surveys concurrently within their plan's constraints.

What level of customization is available when linking DocuSign fields with survey questions in Qualtrics?

The integration supports extensive field mapping capabilities. You can customize how data fields from a completed document trigger updates or actions within your surveys in Qualtrics.

Connect Docusign and Qualtrics 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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Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

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.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

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Connect Docusign and Qualtrics 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

Start here

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.

- Status
- Add certificate of completion?
- Download form data?
Trigger
Scheduled
Try It
- Brand ID
- Email Subject
- Email Body
Action
Write
- Apply template ID?
- Email Subject
- Email Body
- Recipient Email
- Recipient Name
- Recipient Role
Action
Write
- Survey
  Required
Trigger
Scheduled
Try It
- Mailing List
  Required
- RecipientFirstName
- RecipientLastName
- RecipientEmailAddress
  Required
- PhoneNumber
- EmbeddedData
- External Reference
- Survey
  Required
- EmailFromName
  Required
- ReplyToEmail
- MessageSubject
  Required
- Message
  Required
- SendingDelay
Action
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 Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Mailing List
  Required
- ContactFirstName
- ContactLastName
- ContactEmailAddress
- PhoneNumber
- EmbeddedData
- External Reference
Action
Write
- Api_docs_info
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

Learn how to automate Docusign on the Zapier blog

Learn how to automate Qualtrics on the Zapier blog

About Docusign

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

Learn more Help

Related categories

Signatures

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About Qualtrics

Qualtrics is a research and experience platform making sophisticated research simple and empowering users to capture customer, product, brand & employee experience insights in one place.

Learn more

Related categories

Forms & Surveys

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Integrate Docusign with Qualtrics to automate your work

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.