Skip to content
Loading

Connect Holmes to Docusign and automate any workflow

Google Logo Start with Google for free
DocusignDocusign
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 Holmes with Docusign - no code necessary. See how you can get setup in minutes.

Select a trigger from Holmes

A trigger is an event that starts your Zap and runs the workflow. For example, with Holmes, a trigger could be "Process Completed."
A trigger is the event that kicks off your automated workflow.

Setup an action from Docusign

An action is what takes place after the automation is triggered. For example, with Docusign, the action could be "Send Envelope Using Document."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Holmes to Docusign

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.

Connect Holmes and Docusign 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.

Connect Holmes and Docusign 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
arrow pointing down
Start here
arrow pointing down
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.

    • Processo
      Required
    Trigger
    Instant
    Try It
    • Status
    • Add certificate of completion?
    • Download form data?
    Trigger
    Scheduled
    Try It
    • Document(s)
      Required
    • Document Name(s)
    • Apply template ID?
    • Brand ID
    • Email Subject
    • Email Body
    Action
    Write
    • Apply template ID?
    • Email Subject
    • Email Body
    • Recipient Email
    • Recipient Name
    • Recipient Role
    Action
    Write

Automate Docusign: get inspired on the Zapier blog

holmes logo
holmes logo
About Holmes
Processos e documentos em um único sistema. Mais fácil que BPM e mais poderoso que Kanban.
Help
Related categories
    docusign logo
    docusign logo
    About Docusign
    Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
    Help
    Related categories
    • Signatures
    Similar apps
    Dropbox Sign integrationsDropbox Sign integrations
  • Dropbox Sign
    • Signatures
    SignNow integrationsSignNow integrations
  • SignNow
    • Signatures
    RightSignature integrationsRightSignature integrations
  • RightSignature
    • Signatures

    Join millions worldwide who automate their work using Zapier

    Google Logo Sign up with Google