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Quickly connect Docusign to Sendoso with a Zapier template.

Our most popular template

Generate eGifts from Sendoso when new DocuSign envelopes are completed
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Docusign + Sendoso

Generate eGifts from Sendoso when new DocuSign envelopes are completed

Docusign + Sendoso

How Zapier works

Zapier makes it easy to integrate Docusign with Sendoso - 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 Sendoso

An action is what takes place after the automation is triggered. For example, with Sendoso, the action could be "Generate eGift Link."

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

That’s it! You just connected Docusign to Sendoso

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.

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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

Make work flow with AI

Level up your Docusign to Sendoso 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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Connect Docusign and Sendoso 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.

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 Send
Triggers when a gift is sent through your Sendoso account.
Trigger
Scheduled
Try It
- Touch ID
- eGift Amount
  Required
- Recipient Email
Action
Write

- Touch ID
Action
Write
- Touch ID
- Document Name(s)
- Recipient Email
- Address Collection Message
- Notecard Message
Action
Write

- Touch ID
- Document Name(s)
- Recipient Email
- Recipient Street Address
  Required
- Recipient Street Address 1
- Recipient City/Town
  Required
- Recipient State/Province
  Required
- Recipient ZIP/Postal Code
  Required
- Recipient Country
  Required
- Custom Message
  Required
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
Send Status Updated
Triggers when the status of a sent gift is updated.
Trigger
Scheduled
Try It
- Tracking Number
  Required
Action
Write
- Touch ID
Action
Write
- Touch ID
- Recipient Email
- eGift Amount
  Required
- Custom Message
  Required
Action
Write
- Touch ID
- Style Product ID
  Required
- Document Name(s)
- Recipient Email
- Recipient Street Address
  Required
- Recipient Street Address 1
- Recipient City/Town
  Required
- Recipient State/Province
  Required
- Recipient ZIP/Postal Code
  Required
- Recipient Country
  Required
- Custom Message
  Required
Action
Write

Learn how to automate Docusign on the Zapier blog

Learn how to automate Sendoso 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

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About Sendoso

Sendoso is a sending platform that allows you to send anything to anyone programatically.

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Marketing

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