Connect Docusign and Zendesk integrations
Connect Docusign and Zendesk 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 Zendesk 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.
Adds tags or replaces existing tags of a ticket, user or organization.
Creates a group.
Creates a new side conversation by the ticket ID. This feature is only available if it has been enabled by the administrator.
Creates a ticket.
Creates a ticket comment.
Creates or updates an organization.
Creates or updates a drop-down ticket field option.
Creates a user.
Deletes a group.
Deletes an organization.
Deletes a user.
Retrieves a group.
Retrieves an organization.
Retrieves the details of a side conversation by its ID and the ticket ID. This feature is only available if it has been enabled by the administrator.
Retrieves a ticket.
Retrieves a user.
Retrieves information related to a user's ticket, topics, subscriptions, etc.
Performs an arbitrary authorized API call.
Merges tickets into a single ticket.
Deletes a ticket permanently.
Removes a dropdown ticket field option.
Replies a side conversation by its ID and the ticket ID. This feature is only available if it has been enabled by the administrator.
Soft deletes a ticket.
Updates a group.
Updates an organization.
Updates the state or subject of the side conversation by its ID and the ticket ID. This feature is only available if it has been enabled by the administrator.
Updates a ticket. The update allows for adding a new comment too.
Updates a user.
Uploads attachments for future use in a ticket.
Retrieves all groups.
Retrieves all organizations.
Retrieves a list of side conversation events on the side conversation by its ID and the ticket ID. This feature is only available if it has been enabled by the administrator.
Retrieves a list of side conversations on the given ticket. This feature is only available if it has been enabled by the administrator.
Retrieves tickets that were soft deleted.
Lists the options of a ticket custom field.
Retrieves all tickets (except for archived or soft deleted tickets).
Retrieves comments on a ticket.
Retrieves all users or a group's users or an organization's users.
Retrieves any kind of object matching your query.
Searches for an organization that matches the specified criteria.
Searches for a ticket that matches the specified criteria. Does not list soft deleted tickets.
Searches for a user that matches the specified criteria.
Trusted by thousands of fast-scaling organizations around the globe
Automate your work. Build something new.
Just drag and drop apps to automate existing workflows or build new complex processes. Solve problems across all areas and teams.
Build your Docusign and Zendesk integrations.
Create custom Docusign and Zendesk 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
Adds tags or replaces existing tags of a ticket, user or organization.
Sends envelopes based on a template to multiple recipients using a bulk send list.
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 a group.
Popular Docusign and Zendesk workflows.
Looking to get more out of Docusign and Zendesk? With Make you can visually integrate Docusign and Zendesk into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Search Zendesk tickets and add new rows to Google Sheets
Automatically search Zendesk tickets and add relevant data to Google Sheets, streamlining ticket management and data organization for enhanced productivity.
TRY IT ->Update Zendesk tickets with data from a custom webhook
Automatically update Zendesk tickets with data from a custom webhook. Streamline ticket management by integrating real-time data updates directly into Zendesk.
TRY IT ->Categorize support tickets with ChatGPT and allocate based on agent expertise
Boost your customer support experience by reducing response time using ChatGPT! Categorize tickets seamlessly, allocate them to agents with relevant expertise, and revamp your customer care efficiency.
TRY IT ->Create Zendesk tickets from missed calls in RingCentral
Want to get back to your customers quickly when you miss their calls? Let Make create a ticket in Zendesk instantly when you have a missed call so that your team can get to it asap,
TRY IT ->Create Zendesk users from new Google Form responses
Looking for a quick way to create new users in Zendesk from Google Sheets responses? This template will handle this process for you!
TRY IT ->Create Zendesk tickets from finished and missed Yodel.io calls
Every time a new call is finished or missed in Yodel.io, Make will automatically create a new ticket in Zendesk.
TRY IT ->Send Email to customers who created more than 2 Zendesk tickets in 30 days
Use this template to automatically send an email message to customers who create more than two tickets in the last 30 days to ensure the issues they have been experiencing are resolved. The template is set to run every day at 10:00. You can change it by clicking the watch icon on the first module.
TRY IT ->Send documents to sign via DocuSign from new records in Airtable
This template periodically checks for new records in Airtable and uses the retrieved information to send a document retrieved from Google Drive to sing via DocuSign. Your Airtable table should have at least these columns: 1) Name 2) Email 3) Last Modified The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.
TRY IT ->Create or close a ticket in Zendesk from a new event in Calendly
Every time a new Calendly event is scheduled with you, a new ticket will be instantly created in Zendesk. If the event is canceled, the ticket will be closed. A notification will be sent to a Microsoft Teams channel. You need to have a Calendly premium account to create this integration.
TRY IT ->
FAQ
How it works
Traditional no-code iPaaS platforms are linear and non-intuitive. Make allows you to visually create, build, and automate without limits.
Trusted by 200,000+ customers
"Make really helped us to scale our operations, take the friction out of our processes, reduce costs, and relieved our support team. It is difficult to not become a fan."
"Make drives unprecedented efficiency within our business in ways we never imagined. It’s having an extra employee (or 10) for a fraction of the cost."
"The simplicity, flexibility and ability to build real complex automations without any knowledge of programming makes it the best thing since sliced bread."
"True citizen development in the entire company. Make is present in every department, empowering the company to offer a unique customer experience."
"I can't count the number of hours I've saved by using Make. Every single day is simpler because of Make's automation."
