DocuSign

Automatically generate and send DocuSign eSignature requests from Cognito Forms entries.

DocuSign is a secure digital signature platform used to send, sign, and manage electronic agreements. Connecting Cognito Forms with DocuSign sends submitted form data directly into signable documents.

Trigger signature workflows instantly from form entries—reducing delays, improving accuracy, and eliminating manual processes.

  • Improve your digital signature workflow
  • Populate templates with form responses
  • Ensure accuracy and legal compliance

Use this integration to:

  • Create new DocuSign envelopes
  • Automatically send requests for digital signatures
  • Track document workflows

Use this integration when you:

Use DocuSign to automate contracts and approval flows after form submission.

Commonly used on:

How It Works

  1. Log in to Zapier
    1. Create a new Zap from your dashboard.
  2. Set Cognito Forms as the trigger
    1. Choose “New Entry” and connect your form.
  3. Add DocuSign as the action
    1. Use “Send Envelope via Template” or similar action.
  4. Connect accounts and map fields
    1. Fill recipient info and template fields from the form entry.
  5. Test the Zap
    1. Submit a form and confirm the envelope is created.
  6. Activate the Zap
    1. Turn the Zap on for continuous automation.

Still need help? Check out our Zapier support article.