Connect Docusign and Keap to unlock the power of automation

No credit card required
Free forever for core features
14-day trial for premium features and apps

Choose a Trigger

Choose an Action

Start with Google for free

Set up your first integration

Quickly connect Docusign to Keap with a Zapier template.

Our most popular template

Send envelopes using templates in Docusign for new tag events in Keap
Details
Try it
Keap + Docusign
Tag Keap contacts when DocuSign envelopes are sent or completed
Details
Try it
Docusign + Keap
Create or update Keap contacts when new DocuSign envelopes are sent or completed
Details
Try it
Docusign + Keap
Create tasks in Keap when envelope statuses get updated in Docusign
Details
Try it
Docusign + Keap
Send Docusign envelopes using templates when new payments are recorded in Keap
Details
Try it
Keap + Docusign
Update or create Keap contacts when Docusign envelope statuses change
Details
Try it
Docusign + Keap

Send envelopes using templates in Docusign for new tag events in Keap

Details

Try it

Keap + Docusign

Tag Keap contacts when DocuSign envelopes are sent or completed

Details

Try it

Docusign + Keap

Create or update Keap contacts when new DocuSign envelopes are sent or completed

Details

Try it

Docusign + Keap

Create tasks in Keap when envelope statuses get updated in Docusign

Details

Try it

Docusign + Keap

Send Docusign envelopes using templates when new payments are recorded in Keap

Details

Try it

Keap + Docusign

Update or create Keap contacts when Docusign envelope statuses change

Details

Try it

Docusign + Keap

Create Docusign signature requests for new tag events in Keap
Details
Try it
Keap + Docusign
Create invoices in Keap when envelope statuses are updated in Docusign
Details
Try it
Docusign + Keap

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 Docusign with Keap - no code necessary. See how you can get setup in minutes.

100%

Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Click Agreed" from Docusign.

Add your action

An action happens after the trigger—such as "Create Product" in Keap.

You’re connected!

Zapier seamlessly connects Docusign and Keap, automating your workflow.

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.

Click Agreed
Triggers when a recipient accepted a clickwrap agreement.
Trigger
Instant
Try It
- Events to Monitor
  Required
Trigger
Instant
Try It
Envelope Corrected
Triggers when an envelope is corrected.
Trigger
Instant
Try It
Envelope Declined
Triggers when an envelope is declined.
Trigger
Instant
Try It
Envelope Delivered
Triggers when an envelope is delivered.
Trigger
Instant
Try It

Envelope Purge
Triggers when an envelope is purged.
Trigger
Instant
Try It
Envelope Sent
Triggers when an envelope is sent.
Trigger
Instant
Try It

Identity Verification Completed
Triggers when a decision has been made regarding the signer's identity verification check for an eIDAS-compliant Qualified Electronic Signature (QES) and they have been notified. If the signer's identity verification check resulted in a failure, the event message includes the specific error codes indicating why it was unsuccessful.
Trigger
Instant
Try It
- Status
- Return only envelopes I created?
- Add certificate of completion?
- Download form data?
Trigger
Polling
Try It
Recipient Authentication Failed
Triggers when a recipient failed an authentication check. If they had multiple attempts to pass a check, they failed all the attempts.
Trigger
Instant
Try It
Recipient Completed
Triggers when a recipient signed or completed their actions for an envelope.
Trigger
Instant
Try It
Recipient Delegated
Triggers when a delegation rule is in place and an envelope is sent to a delegated signer.
Trigger
Instant
Try It
Recipient Marked to Finish Later
Triggers when a recipient selected OTHER ACTIONS > Finish Later for an envelope.
Trigger
Instant
Try It
Recipient Resent
Triggers when an envelope was resent to a specific recipient.
Trigger
Instant
Try It
SMS Opt-In
Triggers when a recipient opted in to receiving SMS notifications for an envelope.
Trigger
Instant
Try It
Template Created
Triggers when a template is created.
Trigger
Instant
Try It
Template Modified
Triggers when a template is modified.
Trigger
Instant
Try It
- Bulk List ID
  Required
- Template
  Required
Action
Write
- Template
  Required
- Email Subject
- Email Blurb
- Recipient Email
- Recipient Name
- Recipient Role
Action
Write
- Envelope ID
  Required
- Document ID
  Required
Action
Write
- Template ID
- Brand ID
- Email Subject
- Email Blurb
Action
Write
- Template Name
  Required
Action
Write
- Webform
  Required
- Link Type
  Required
Action
Write
- Bulk List ID
  Required
- Template
  Required
Action
Write
- Envelope ID
  Required
- Void Reason
  Required
Action
Write
New Action Sequence
Triggers when a new Action Sequence is added.
Trigger
Polling
Try It
- Appointment Trigger Requirement
- Appointment events this trigger will listen to:
  Required
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
- Appointment events this trigger will listen to:
  Required
Trigger
Instant
Try It
- Appointment events this trigger will listen to:
  Required
Trigger
Instant
Try It
New Subscription Plan
Triggers when a new Subscription Plan is added.
Trigger
Polling
Try It
- Appointment events this trigger will listen to:
  Required
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is created. This will trigger the moment the invoice is created, before any details are added.
Trigger
Instant
Try It
New Payment (All Payment Type)
Triggers when any payment is made regardless of the payment type. Credit Card Payments, Cash Payments, and Check Payments.
Trigger
Instant
Try It
New Assigned Task
Triggers when a new task is created. Please note: only tasks assigned to the authenticated user may be retrieved through this trigger. Use the New Task Event trigger to retrieve all tasks.
Trigger
Instant
Try It
Updated Contact
Triggers when an existing contact is updated.
Trigger
Instant
Try It
- Product Name
  Required
- Active
- Product Description
- Product Price
- Product Short Description
- SKU
- Subscription Only
Action
Write
- Contact ID
  Required
- Lead Affiliate Id
- Order Date
  Required
- Product Id
  Required
- Product Quantity
  Required
- Price Override
- Order Title
  Required
- Order Type
  Required
- Promo Codes
- Sales Affiliate Id
- Company
- Country Code (e.g., USA)
- First Name
- Is Invoice to Company
- Last Name
- Address Line 1
- Address Line 2
- Locality
- Middle Name
- Phone
- Region (e.g., "US-CA")
- Zip Code
- Zip Four
Action
Write
- Contact ID
  Required
- Due Date
  Required
- Title
- User Id
- Description
Action
Write
- Contact
  Required
- Tags
  Required
Action
Write
- Contact
  Required
- Tags
  Required
Action
Write
- Email or Phone Required
- Check for Duplicates Using
  Required
- Email Address 1
- Opt-In
- Last Name
- First Name
- Tag IDs
- Anniversary Date (format: YYYY-MM-DD)
- Birth Date (format: YYYY-MM-DD)
- Company
- Company ID
  Required
- Contact Type
- Job Title
- Lead Source ID
- Middle Name
- Origin IP Address
- Owner ID
- Preferred Locale
- Preferred Name
- Prefix
- Source Type
- Spouse Name
- Suffix
- Time Zone
- Website
- Keap Source ID
- UTM Campaign
- UTM Content
- UTM Medium
- UTM Source
- UTM Term
- Billing Address Fields Required
- Billing Address Country Code (e.g., USA)
- Billing Address Line 1
- Billing Address Line 2
- Billing Address City
- Billing Address Postal Code
- Billing Address Region (e.g., US-CA)
- Billing Address Zip Code
- Billing Address Zip Four
- Shipping Address Fields Required
- Shipping Address Country Code (e.g., USA)
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping Address City
- Shipping Address Postal Code
- Shipping Address Region (e.g., US-CA)
- Shipping Address Zip Code
- Shipping Address Zip Four
- Other Address Fields Required
- Other Address Country Code (e.g., USA)
- Other Address Line 1
- Other Address Line 2
- Other Address City
- Other Address Postal Code
- Other Address Region (e.g., US-CA)
- Other Address Zip Code
- Other Address Zip Four
- Email Address 2
- Email Address 3
- Phone 1 Number
- Phone 1 Type
- Phone 1 Extension
- Phone 2 Number
- Phone 2 Type
- Phone 2 Extension
- Phone 3 Number
- Phone 3 Type
- Phone 3 Extension
- Phone 4 Number
- Phone 4 Type
- Phone 4 Extension
- Phone 5 Number
- Phone 5 Type
- Phone 5 Extension
- Fax 1 Number
- Fax 1 Type
- Fax 2 Number
- Fax 2 Type
- Facebook Account
- LinkedIn Account
- Twitter Account
- Instagram Account
- Snapchat Account
- YouTube Account
- Pinterest Account
Action
Write
- Company Name
  Required
Action
Search
- Field
  Required
- Value
  Required
- Email or Phone Required
- Check for Duplicates Using
  Required
- Email Address 1
- Opt-In
- Last Name
- First Name
- Tag IDs
- Anniversary Date (format: YYYY-MM-DD)
- Birth Date (format: YYYY-MM-DD)
- Company
- Company ID
  Required
- Contact Type
- Job Title
- Lead Source ID
- Middle Name
- Origin IP Address
- Owner ID
- Preferred Locale
- Preferred Name
- Prefix
- Source Type
- Spouse Name
- Suffix
- Time Zone
- Website
- Keap Source ID
- UTM Campaign
- UTM Content
- UTM Medium
- UTM Source
- UTM Term
- Billing Address Fields Required
- Billing Address Country Code (e.g., USA)
- Billing Address Line 1
- Billing Address Line 2
- Billing Address City
- Billing Address Postal Code
- Billing Address Region (e.g., US-CA)
- Billing Address Zip Code
- Billing Address Zip Four
- Shipping Address Fields Required
- Shipping Address Country Code (e.g., USA)
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping Address City
- Shipping Address Postal Code
- Shipping Address Region (e.g., US-CA)
- Shipping Address Zip Code
- Shipping Address Zip Four
- Other Address Fields Required
- Other Address Country Code (e.g., USA)
- Other Address Line 1
- Other Address Line 2
- Other Address City
- Other Address Postal Code
- Other Address Region (e.g., US-CA)
- Other Address Zip Code
- Other Address Zip Four
- Email Address 2
- Email Address 3
- Phone 1 Number
- Phone 1 Type
- Phone 1 Extension
- Phone 2 Number
- Phone 2 Type
- Phone 2 Extension
- Phone 3 Number
- Phone 3 Type
- Phone 3 Extension
- Phone 4 Number
- Phone 4 Type
- Phone 4 Extension
- Phone 5 Number
- Phone 5 Type
- Phone 5 Extension
- Fax 1 Number
- Fax 1 Type
- Fax 2 Number
- Fax 2 Type
- Facebook Account
- LinkedIn Account
- Twitter Account
- Instagram Account
- Snapchat Account
- YouTube Account
- Pinterest Account
Action
Search or write

Click Declined
Triggers when a recipient declined a clickwrap agreement.
Trigger
Instant
Try It
Envelope Completed
Triggers when an envelope is completed.
Trigger
Instant
Try It
Envelope Created
Triggers when an envelope is created.
Trigger
Instant
Try It
Envelope Deleted
Triggers when an envelope is deleted.
Trigger
Instant
Try It
Envelope Discard
Triggers when an envelope is discarded.
Trigger
Instant
Try It
Envelope Resent
Triggers when an envelope is resent.
Trigger
Instant
Try It
Envelope Voided
Triggers when an envelope is voided.
Trigger
Instant
Try It
Identity Verification Pending
Triggers when a signer completed the identity verification process for an eIDAS-compliant Qualified Electronic Signature (QES), but the result is still pending.
Trigger
Instant
Try It
New Folder
Triggers when a new folder is created.
Trigger
Polling
Try It
Recipient Autoresponded
Triggers when a recipient’s email account sent an automated response to an envelope notification.
Trigger
Instant
Try It
Recipient Declined
Triggers when a recipient declined to sign.
Trigger
Instant
Try It
Recipient Delivered
Triggers when a recipient viewed the documents through the DocuSign signing website. This event does not signify email or SMS delivery of an envelope.
Trigger
Instant
Try It
Recipient Reassigned
Triggers when a recipient reassigned an envelope.
Trigger
Instant
Try It
Recipient Sent
Triggers when a notification that it's their turn to sign was sent to the recipient.
Trigger
Instant
Try It
SMS Opt-Out
Triggers when a recipient opted out of receiving SMS notifications for an envelope.
Trigger
Instant
Try It
Template Deleted
Triggers when a template is deleted.
Trigger
Instant
Try It
- Bulk List ID
  Required
- Role Name
  Required
- Name
  Required
- Email
  Required
Action
Write
- List Name
  Required
- Role Name
  Required
- Name
  Required
- Email
  Required
Action
Write
- Template Name
  Required
- Description
- Email Subject
- Email Blurb
- Document
- Document Name
- Recipient Type
- Delivery Method
- Email
- Phone Number
- Recipient Name
- Role Name
  Required
Action
Write
- Brand ID
- Email Subject
- Email Blurb
Action
Write
- Envelope ID
  Required
Action
Write
- Template
  Required
Action
Write
- Template
  Required
- Email Subject
- Email Blurb
- Recipient Email
- Recipient Name
- Recipient Role
Action
Write
- Template
  Required
- Template Name
  Required
- Description
- Email Subject
- Email Blurb
- Document
- Document Name
- Recipient Type
- Delivery Method
- Email
- Phone Number
- Recipient Name
- Role Name
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
New Affiliate
For Ulimate users, triggers when a new affiliate is added.
Trigger
Polling
Try It
- Appointment events this trigger will listen to:
  Required
Trigger
Instant
Try It
- Appointment events this trigger will listen to:
  Required
Trigger
Instant
Try It
- Appointment events this trigger will listen to:
  Required
- Random
  Required
Trigger
Instant
Try It
- Appointment events this trigger will listen to:
  Required
Trigger
Instant
Try It
- Appointment events this trigger will listen to:
  Required
- Tag (for use with "Tag Applied to Contact" event only)
Trigger
Instant
Try It
New Credit Card Charge - Merchant Only
Triggers when a new credit card charge is made. (Merchant Only).
Trigger
Instant
Try It
New Manual Payment – (Cash, Check)
Triggers when a New Manual Payment is added. (Cash or Check).
Trigger
Instant
Try It
- Contact Tag Sync Interval
- Tag (for use with "Tag Applied to Contact" event only)
Trigger
Instant
Try It
New Refund
Triggers when a new refund is created.
Trigger
Polling
Try It
Opportunity Stage Moved
Triggers when an opportunity stage is moved.
Trigger
Instant
Try It
- Company Name
  Required
- Country Code (e.g., "USA")
- Address Line 1
- Address Line 2
- Locality
- Region (e.g., "US-CA")
- Zip Code
- Zip Four
- Phone Number
- Phone Ext
- Notes
- Email Address
- Fax Number
- Website
Action
Write
- Contact ID
  Required
- Body
- Title
- Type
- User Id
Action
Write
- Invoice ID
  Required
- Product Id
  Required
- Product Quantity
  Required
- Price Override
Action
Write
- User
  Required
- Contacts
  Required
- Subject
  Required
- HTML Content
- Plain Text Content
- Email Address Field
- Attachments
Action
Write
- Company ID
  Required
- Company Name
  Required
- Email Address
- Website
- Notes
- Opt-In
- Address Country Code
- Address Street (Line 1)
- Address Street (Line 2)
- Address City
- Address State
- Address Zip Code
- Address Zip Four
- Phone Number
- Phone Extension
- Phone Type
- Phone Number
- Phone Extension
- Phone Type
Action
Write
- Field
  Required
- Value
  Required
Action
Search
- Invoice ID
  Required
Action
Search
- Company Name
  Required
- Country Code (e.g., "USA")
- Address Line 1
- Address Line 2
- Locality
- Region (e.g., "US-CA")
- Zip Code
- Zip Four
- Phone Number
- Phone Ext
- Notes
- Email Address
- Fax Number
- Website
Action
Search or write

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Practical ways you can use Docusign and Keap

Send invoices for electronically signed agreements.

When a Docusign envelope is completed, Zapier automatically creates and sends an invoice through Keap. This integration ensures an efficient billing process while reducing manual data transfer, likely improving cash flow and saving hours in administrative tasks.

Business Owner

Try it

Create tasks for signed agreements.

When a Docusign document is signed, Zapier creates a task in Keap. This ensures that IT teams can take the necessary post-signature actions, like setting up accounts or provisioning services, streamlining internal workflows and preventing delays in service delivery.

Try it

Notify the team about new subscriptions.

When a new subscription plan is added in Keap, Zapier can create and send a Docusign envelope to the subscriber. This saves the marketing team from manually tracking and sending paperwork, speeding up campaign launches and improving operational efficiency.

Marketing & Marketing Ops

Try it

Learn how to automate Docusign on the Zapier blog

Learn how to automate Keap on the Zapier blog

Make work flow with AI

Level up your Docusign to Keap integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about Docusign + Keap integrations

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

How do I start integrating Docusign with Keap?

To begin the integration process, you need to set up an account with our platform and enable access to both your Docusign and Keap accounts through our interface. We will guide you through authenticating your Docusign and Keap accounts securely.

What triggers can I use when integrating Docusign with Keap?

When integrating Docusign with Keap, you can use triggers such as 'New Envelope Sent or Completed' in Docusign. This will allow our system to listen for these specific events and initiate corresponding actions in Keap automatically.

Can I automate actions in Keap based on Docusign events?

Yes, you can automate a variety of actions in Keap based on specific events in Docusign, like adding a contact or updating an existing record when a document is signed.

Is there a limit to the number of documents I can process via this integration?

There is no explicit limit imposed by us on the number of documents you can process through the integration; however, make sure to comply with any limitations set by Docusign or your current subscription plan.

Will my data remain secure during the integration procedure?

We prioritize your data security by using industry-standard encryption protocols throughout the integration process. Both our platform and the involved services employ robust measures to ensure data integrity and confidentiality.

How often does the integration between Docusign and Keap sync data?

Our platform checks for new activity continually but executes automated tasks at intervals that ensure efficiency without overwhelming either service’s API limits. The exact timing may depend on server loads and existing workflows.

Do I need technical expertise to set up this integration?

You don’t need extensive technical knowledge because we provide a user-friendly interface that guides you through each step of setting up triggers and actions between Docusign and Keap.

About Docusign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.

Learn moreLearn moreHelpHelp

Related categories

Signatures

Similar apps

Dropbox Sign

Signatures

SignNow

Signatures

RightSignature

Signatures

About Keap

Keap is your all-in-one CRM, sales and marketing automation software that helps organize leads, land the job, get paid, and keep growing.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Connect Docusign and Keap to unlock the power of automation

Set up your first integration

Send envelopes using templates in Docusign for new tag events in Keap

Tag Keap contacts when DocuSign envelopes are sent or completed

Create or update Keap contacts when new DocuSign envelopes are sent or completed

Create tasks in Keap when envelope statuses get updated in Docusign

Send Docusign envelopes using templates when new payments are recorded in Keap

Update or create Keap contacts when Docusign envelope statuses change

Send envelopes using templates in Docusign for new tag events in Keap

Tag Keap contacts when DocuSign envelopes are sent or completed

Create or update Keap contacts when new DocuSign envelopes are sent or completed

Create tasks in Keap when envelope statuses get updated in Docusign

Send Docusign envelopes using templates when new payments are recorded in Keap

Update or create Keap contacts when Docusign envelope statuses change

Create Docusign signature requests for new tag events in Keap

Create invoices in Keap when envelope statuses are updated in Docusign

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use Docusign and Keap

Send invoices for electronically signed agreements.

Create tasks for signed agreements.

Notify the team about new subscriptions.

Learn how to automate Docusign on the Zapier blog

5 ways to automate DocuSign with Zapier

Learn how to automate Keap on the Zapier blog

5 Keap automation ideas

Make work flow with AI

Frequently Asked Questions about Docusign + Keap integrations

Connect Docusign to Keap on the world's largest no-code automation platform