Integrate Docusign with Scoro to automate your work

Start with Google for free

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

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

How Zapier works

Zapier makes it easy to integrate Docusign with Scoro - 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 Scoro

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

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

That’s it! You just connected Docusign to Scoro

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

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

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

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

Set up your first integration

Quickly connect Docusign to Scoro with a Zapier template.

Our most popular template

Send signature requests to DocuSign with new changes in Scoro quotes
Details
Try it
Scoro + Filter by Zapier + Docusign
Update Scoro quotes from newly signed DocuSign documents
Details
Try it
Docusign + Scoro

Send signature requests to DocuSign with new changes in Scoro quotes

Details

Try it

Scoro + Filter by Zapier + Docusign

Update Scoro quotes from newly signed DocuSign documents

Details

Try it

Docusign + Scoro

Make work flow with AI

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

Learn about AI automation

Illustration of AI enhancing Zapier workflows with automation and app integrations.

Frequently Asked Questions about Docusign + Scoro integrations

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

What are the first steps in integrating Docusign with Scoro?

To start integrating Docusign with Scoro, you'll need to sign into both your Docusign and Scoro accounts through our platform. Once connected, you can set up triggers and actions such as 'New Document Completed' in Docusign leading to an 'Invoice Creation' in Scoro.

Can I trigger a task creation in Scoro when a document is signed in Docusign?

Yes, when a document is signed in Docusign, you can set up a trigger that automatically creates a new task in Scoro, helping you streamline your workflow.

Is it possible to update a project status in Scoro after a Docusign document is completed?

Absolutely, once a document status changes to 'completed' in Docusign, we can automate the action of updating the corresponding project status within Scoro. This ensures your records are always up-to-date.

How do I manage contacts between Docusign and Scoro during integration?

The integration allows you to utilize triggers where an updated contact in one system reflects changes or creates contacts in the other. This way, your contact lists remain consistent across both platforms.

Can multiple users access the integration settings for both applications?

Integration settings are typically managed by users with appropriate permissions on our platform. You may need to coordinate with team members who have administrative access if you're not able to change settings directly.

What kind of notifications can be set up during this integration?

You can configure notifications that alert key stakeholders when specific triggers occur—like when a contract is signed—ensuring everyone stays informed through emails or direct messages integrated into the workflow.

Are there any limitations on document types while using this integration?

Generally, common document types used with Docusign are supported within integrations. However, it's advisable to verify specific formatting or custom fields compatibility depending on what actions you want automated in Scoro.

Connect Docusign and Scoro 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.

An illustration representing how to automate lead management with Zapier.

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.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Docusign and Scoro 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
New or Updated Bill
Triggers when a bill is created or modified.
Trigger
Instant
Try It
New or Updated Calendar Event
Triggers when a calendar event is created or modified.
Trigger
Instant
Try It

New or Updated Company
Triggers when a company is created or modified.
Trigger
Instant
Try It
New or Updated Custom Entry
Triggers when a Custom entry is created or modified.
Trigger
Instant
Try It

New or Updated Invoice
Triggers when an invoice is created or modified.
Trigger
Instant
Try It
New or Updated Order
Triggers when an order is created or modified.
Trigger
Instant
Try It
New or Updated Person
Triggers when a person is created or modified.
Trigger
Instant
Try It
New or Updated Project
Triggers when a project is created or modified.
Trigger
Instant
Try It
New or Updated Purchase Order
Triggers when an purchase order is created or modified.
Trigger
Instant
Try It
New or Updated Quote
Triggers when an quote is created or modified.
Trigger
Instant
Try It
New or Updated Task
Triggers when a task is created or modified.
Trigger
Instant
Try It
Create or Update Bill
Creates a new bill or updates an existing one.
Action
Write
Create or Update Company
Creates a new company or updates an existing one.
Action
Write
Create Expense
Creates a new expense.
Action
Write
Create or Update Order
Creates a new order or updates an existing one.
Action
Write
- Project
  Required
- File
  Required
- File name
Action
Write
Create or Update Project
Creates a new project or updates an existing one.
Action
Write
Create or Update Quote
Creates a new quote or updates an existing one.
Action
Write
- Project
  Required
- File
  Required
- File name
Action
Write
- Task ID
- Task name
- Task description
- Task start datetime
- Task due datetime
- Planned duration
- Task status
- Task priority
- Is personal event
- Company name
- Person name
- Project name
- Activity type
- Responsible user
- Assignee(s)
- File
  Required
Action
Write
Update Task Under a Project
Updates a specific task under a project.
Action
Write
- Bill number
  Required
- Issuer ID
  Required
Action
Search
- Custom module
  Required
- Custom field name
  Required
- Custom field value
  Required
Action
Search
- Bill number
  Required
Action
Search
- Project name
- Bill number
  Required
Action
Search
- Bill number
  Required
Action
Search
- Project ID
  Required
- Task name
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 Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
New Bill
Triggers when a new bill is created.
Trigger
Instant
Try It
New Calendar Event
Triggers when a new calendar event is created.
Trigger
Instant
Try It
New Company
Triggers when a new company is created.
Trigger
Instant
Try It
New or Updated Expense
Triggers when an expense is created or modified.
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Instant
Try It
New Order
Triggers when a new order is created.
Trigger
Instant
Try It
New Person
Triggers when a new person is created.
Trigger
Instant
Try It
New Project
Triggers when a new project is created.
Trigger
Instant
Try It
New Purchase Order
Triggers when a new purchase order is created.
Trigger
Instant
Try It
New Quote
Triggers when a new quote is created.
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
Create Calendar Event
Creates a new calendar event.
Action
Write
Create or Update Custom Entry
Creates a new custom entry or updates an existing one.
Action
Write
Create or Update Invoice
Creates a new invoice or updates an existing one.
Action
Write
Create or Update Person
Creates a new person or updates an existing one if e-mail address of the person match.
Action
Write
- Project
  Required
- Comment text
  Required
Action
Write
Create or Update Purchase Order
Creates a new purchase order or updates an existing one.
Action
Write
- Invoice
  Required
- Receipt account
- Receipt sum
  Required
- Receipt date
Action
Write
- Project
  Required
- Comment text
  Required
Action
Write
- Task ID
  Required
- Completed datetime
Action
Write
- Task ID
  Required
- Task start datetime
- Duration
- Is billable
- Task description
- Activity type
- Is completed
Action
Write
- Document Name(s)
Action
Search
- Bill number
  Required
Action
Search
Find Person
Find person by full name, email or ID.
Action
Search
- Bill number
  Required
Action
Search
- Custom field name
  Required
- Custom field value
  Required
Action
Search
- User Email
Action
Search

Learn how to automate Docusign on the Zapier blog

Learn how to automate Scoro 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

Similar apps

Dropbox Sign

Signatures

SignNow

Signatures

RightSignature

Signatures

About Scoro

Scoro is a comprehensive work management software – an all-in-one solution to track your time, manage projects and bill for your work

Learn more

Related categories

Project Management

Integrate Docusign with Scoro to automate your work

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