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Set up your first integration
Quickly connect Docusign to Mailchimp with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Docusign with Mailchimp - no code necessary. See how you can get setup in minutes.
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 "Archive Subscriber" in Mailchimp.
You’re connected!
Zapier seamlessly connects Docusign and Mailchimp, 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.
Try ItTriggerInstant - Events to MonitorRequired
Try ItTriggerInstant- Envelope Corrected
Triggers when an envelope is corrected.
Try ItTriggerInstant - Envelope Declined
Triggers when an envelope is declined.
Try ItTriggerInstant
- Click Declined
Triggers when a recipient declined a clickwrap agreement.
Try ItTriggerInstant - Envelope Completed
Triggers when an envelope is completed.
Try ItTriggerInstant - Envelope Created
Triggers when an envelope is created.
Try ItTriggerInstant - Envelope Deleted
Triggers when an envelope is deleted.
Try ItTriggerInstant
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Practical ways you can use Docusign and Mailchimp
Add new signed contracts to mailing list in Mailchimp
When a contract is completed in DocuSign, Zapier adds the signer to a mailing list in Mailchimp. This automation ensures a streamlined process for post-signing communication, helping maintain relationships and nurture potential future business opportunities.
Business OwnerSend signature requests for new Mailchimp subscribers
When a new subscriber is added to a Mailchimp audience, Zapier sends a contract or form via DocuSign for their agreement. This workflow can help with onboarding processes or confirming permissions, enabling a smoother marketing experience.
Marketing & Marketing OpsNotify team when an envelope is delivered
When an envelope is delivered through DocuSign, Zapier sends a notification to your team in Slack or another tool. This keeps everyone in the loop and ensures project timelines tied to signed documents stay on track.
Project ManagementLearn how to automate Docusign on the Zapier blog
Learn how to automate Mailchimp on the Zapier blog
Frequently Asked Questions about Docusign + Mailchimp integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Docusign and Mailchimp
How can I trigger a Mailchimp campaign when a Docusign document is signed?
To set up a trigger for sending a Mailchimp campaign upon the completion of a Docusign document, you can create an integration where signing a document acts as the initiating event. In our setup, once a signer completes and signs the document, the trigger prompts Mailchimp to send out your predefined email campaign automatically.
Can I update Mailchimp subscriber information using Docusign forms?
Absolutely! With our integration, you can capture the information input in Docusign forms and then use an action to update or add this data to your Mailchimp subscriber list. This process ensures your mailing lists remain current without manual data entry.
Is it possible to add signed Docusign documents as attachments in Mailchimp emails?
While our primary focus is on triggering actions based on events, directly attaching signed documents might require additional steps. Typically, you would save the document in a linked cloud service and include download links in your Mailchimp email through automated workflows.
What happens if I revoke access to one of the platforms?
If access to either Docusign or Mailchimp is revoked after setting up integrations, the automated processes will cease functioning. You'll need to reauthorize access for both applications within our platform to resume operations.
Can I automate list segmentation in Mailchimp based on Docusign responses?
Yes, we support automating list segmentation in Mailchimp using responses from completed Docusign documents. By setting up specific triggers and actions, subscriber lists can be dynamically updated and segmented based on response data.
How often does synchronization occur between Docusign and Mailchimp via integrations?
Synchronizations between Docusign and Mailchimp are event-driven within our platform. As soon as a triggering event occurs, such as the signing of a document or submission of a form in Docusign, actions like updates or emails are immediately initiated in Mailchimp.
Are past interactions between Docusign and Mailchimp recoverable after integration setup?
Previous interactions aren't retroactively processed when setting up an integration between these platforms with us. Only future actions post-integration will be automatically handled through configured triggers and actions.
