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How Zapier works

Zapier makes it easy to integrate Docusign with Wave - 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 Wave

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

That’s it! You just connected Docusign to Wave

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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

Make work flow with AI

Level up your Docusign to Wave 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 + Wave integrations

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

How can I integrate DocuSign with Wave using our platform?

You can integrate DocuSign with Wave by setting up triggers and actions through our platform. For instance, you might start with a trigger when a document is signed in DocuSign, then follow that up with an action that creates an invoice in Wave.

What are the prerequisites for integrating DocuSign and Wave?

Before integrating DocuSign and Wave, ensure you have active accounts on both platforms. Additionally, connecting them through our platform requires setting authentication permissions to allow data sharing between the apps.

Which actions can be triggered in Wave from a DocuSign event?

When a document is signed in DocuSign, you can trigger actions such as creating or updating a customer entry or generating an invoice directly in Wave.

Are there any limitations when connecting DocuSign to Wave?

One limitation is that not all fields from DocuSign may map directly to fields available in Wave. You might need custom solutions for full compatibility or involve manual adjustments for specific data types.

Can I automate invoice creation in Wave whenever a contract is signed via DocuSign?

Yes, once you set up the integration through our platform, an automatic workflow can be created to generate an invoice in Wave every time a contract reaches the 'complete' status on DocuSign.

Is there support available if I face issues integrating these services?

Absolutely, we provide comprehensive support channels where you can reach out via email or live chat if you encounter any difficulties while setting up your integrations between Docusign and Wave.

How secure is my data when integrating Docusign and Wave?

Data security is paramount. Our integrations ensure that all authentication processes use OAuth protocols, keeping your information protected during transit and storage across platforms.

Connect Docusign and Wave 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
    • Business
      Required
    Trigger
    Scheduled
    Try It
  • 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
    • Business
      Required
    Trigger
    Scheduled
    Try It

Learn how to automate Docusign on the Zapier blog

Learn how to automate Wave 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.
Learn moreHelp
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    wave logo
    wave logo
    About Wave
    Wave's invoicing and accounting software is completely free, and has no usage limits or restrictions. Optional Payment Processing and Payroll services are fully integrated to create a seamless platform for your business finances.
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    • Accounting
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