Connect Docusign and Email integrations
Connect Docusign and Email with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Docusign and Email to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
Sent after a recipient accepts an elastic template.
Sent after a recipient declines an elastic template.
Triggers when one of the selected events are fired in Docusign
Triggers when an envelope has been completed.
The envelope has been completed by all the recipients.
Sent when the envelope is correctedcorrected, opens in new window within the UI or via any of the Envelopes/EnvelopesRecipients API calls.
This event is sent when an envelope is created through the DocuSign eSignature UI or when an envelope's status is set to "created" after an Envelopes:create API call.
The envelope has been declined by one of the recipients.
This event is sent after an already-sent envelope is deleted, opens in new window.
This event is sent when all recipients have opened the envelope through the DocuSign signing website. This does not signify an email delivery of an envelope.
Sent when an envelope in created or draft state is deleted or discarded within the tagging UI.
Sent when the envelope is queued to be purged, opens in new window or via the Envelopes:update API call.
Sent when the envelope is resent, opens in new window within the UI or via the Envelopes:update API call.
This event is sent when the email notification, with a link to the envelope, is sent to at least one recipient or when it is a recipient's turn to sign during embedded signing. The envelope remains in this state until all recipients have viewed the envelope.
The envelope has been voided by the sender or has expired. The void reason indicates whether the envelope was manually voided or expired.
Sent when DocuSign gets notification that an email delivery has failed. The delivery failure could be for a number of reasons, such as a bad email address or that the recipient’s email system auto-responds to the email from DocuSign.
Sent when the recipient has completed their actions for the envelope, typically (but not always) by signing.
Sent when the recipient declines to sign the document(s) in the envelope.
Sent after a Delegation rule is in place and when a delegated signer is sent an envelope within the UI or the API.
Sent when the recipient has viewed the document(s) in an envelope through the DocuSign signing web site. This does not signify an email delivery of an envelope.
Sent when the recipient selects Finish Later on an envelope.
Sent when the envelope is reassigned by a recipient within the UI.
Triggered when an envelope is resent to a recipient within the web application or using the EnvelopeRecipients : update API call.
This event is sent when an email notification is sent to the recipient signifying that it is their turn to sign an envelope.
Sent when a template is createdtemplate is created, opens in new window within the UI or via the Templates:create API call.
Sent when a template is deleted within the UI or via the recycle bin API call recycle bin API call, opens in new window.
Sent when a template is modified within the UI or via the Templates:update API call.
Copies an email or a draft into a selected folder.
Creates and adds a new draft to a selected folder.
Removes an email or a draft from a selected folder.
Returns emails that match the specified criteria.
Marks an email or a draft in a selected folder as read by setting the "Read" flag.
Marks an email or a draft in a selected folder as unread by setting the "Unread" flag.
Moves a chosen email or a draft to a selected folder.
Sends a new email.
Sends an email to a specific member of your team.
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Create custom Docusign and Email workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Adds a recipient to the bulk send list
Sends envelopes based on a template to multiple recipients using a bulk send list.
Copies an email or a draft into a selected folder.
Creates a bulk send list
Creates a long-lived pre-filled webform link (less secure, infinite duration)
Creates a secure Session Link for the filled webform (more secure, shorter duration)
Creates a signing group.
Creates a new template using a document.
Creates and adds a new draft to a selected folder.
Popular Docusign and Email workflows.
Looking to get more out of Docusign and Email? With Make you can visually integrate Docusign and Email into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Add new incoming emails to a Google Sheets spreadsheet as a new row
Every time you receive a new email, Make will automatically add selected data from the email to a new row in a Google Sheets spreadsheet.
TRY IT ->Save email attachments to Google Drive
Every time you receive an email with an attachment, Make will automatically save that attachment to a specified folder in Google Drive. The attachment will be saved in its original format.
TRY IT ->Automate responses to business emails with ChatGPT and Google Sheets (draft emails)
Leverage the power of ChatGPT and Google Sheets to automate responses for business emails, improve workflow, save time, and enhance customer communications for better results.
TRY IT ->Find YouTube videos in a channel, summarize with ChatGPT, and email results
Discover YouTube videos within a specific channel, get concise summaries with ChatGPT, and receive the results via email. This streamlined process ensures you quickly access valuable information in an easy and informative format, enhancing your productivity and decision-making.
TRY IT ->Find YouTube videos by keywords, summarize with ChatGPT, and email results
Discover relevant YouTube videos using keyword search, get concise summaries with ChatGPT, and receive the results via email. This streamlined process ensures you quickly access valuable information in an easy and informative format, enhancing your productivity and decision-making.
TRY IT ->Transcribe audio files from Google Drive using OpenAI Whisper and send an email
Easily transcribe audio files stored on Google Drive with OpenAI Whisper, automate transcription, store on a Google Doc and instantly email the doc for ease of communication. Please note that the Whisper API file limit is 25mb, we have used CloudConvert to convert these files to smaller mp3 files for Whisper to transcribe.
TRY IT ->Send automated emails using ChatGPT for content generation
This template generates and send personalized emails using ChatGPT. Trigger new email creation, generate content, and send via email module.
TRY IT ->Send new emails with a ChatGPT assistant responses using email automation
Automatically send personalized emails by triggering new emails, generating responses with a ChatGPT assistant, and sending them using email automation.
TRY IT ->Send automated emails based on custom webhook triggers and ChatGPT completions
Trigger automated emails using custom webhooks and ChatGPT completions. Connect Custom Webhook, OpenAI and email modules for dynamic communication solutions.
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