Connect Shopify to Docusign

Use 8 documented Shopify triggers to run 13 documented Docusign actions.

8 source triggers

13 target actions

Reverse direction supported

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Why Connect Shopify & Docusign?

Start with a Shopify event

Choose from 8 documented triggers, including Collection Updated (Instant), New Abandoned Cart, New Article.

Run a Docusign action

Send the event into one of 13 documented actions, such as Create Draft, Create Envelope, Create Envelope From File.

Map and review the workflow

Choose the fields and conditions for the workflow, then test the result before activation.

Available Triggers & Actions

Shopify

Triggers (8)

Collection Updated (Instant)

Emit new event whenever a collection is updated, including whenever products are added or removed from a collection.

webhook

New Abandoned Cart

Emit new event each time a user abandons their cart.

polling

New Article

Emit new event for each new article in a blog.

polling

New Customer Data Request

Emit new customer data requests for data via a GDPR request.

polling

New Event Emitted (Instant)

Emit new event for each new Shopify event.

webhook

New Page

Emit new event for each new page published.

polling

New product added to custom collection

Emit new event each time a product is added to a custom collection.

polling

New Product Created (Instant)

Emit new event for each product added to a store.

webhook

Actions (24)

Add Products to Custom Collection

Adds a product or products to a custom collection. See the documentation

Add Tags

Add tags. See the documentation

Bulk Import

Execute bulk mutations by uploading a JSONL file containing mutation variables. See the documentation

Create Article

Create a new blog article. See the documentation

Create Blog

Create a new blog. See the documentation

Create Custom Collection

Create a new custom collection. See the documentation

Create Metafield

Creates a metafield belonging to a resource. See the documentation

Create Metaobject

Creates a metaobject. See the documentation

Create Page

Create a new page. See the documentation

Create Product

Create a new product. See the documentation

Create Product Variant

Create a new product variant. See the documentation

Create Smart Collection

Creates a smart collection. You can fill in any number of rules by selecting more than one option in each prop.See the documentation

Delete Article

Delete an existing blog article. See the documentation

Delete Blog

Delete an existing blog. See the documentation

Delete Metafield

Deletes a metafield belonging to a resource. See the documentation

Delete Page

Delete an existing page. See the documentation

Get Articles

Retrieve a list of all articles from a blog. See the documentation

Get Assigned Fulfillment Orders

Retrieve a list of fulfillment orders assigned to a merchant location. See the documentation

Get Customer

Retrieve a single customer by ID. See the documentation

Get Customers

Retrieve a list of customers. See the documentation

Get Draft Order

Retrieve a single draft order by ID. See the documentation

Get Draft Orders

Retrieve a list of draft orders. See the documentation

Get Fulfillment

Retrieve a fulfillment, including tracking info, status, and delivery timestamps. See the documentation

Get Fulfillment Order

Retrieve a single fulfillment order by ID. See the documentation

Docusign

Triggers (2)

New Change in Envelope Status

Emit new event when an envelope's status is updated

polling

New Folder

Emit new event when a new folder is created

polling

Actions (13)

Create Draft

Create and send an envelope, or create a draft envelope. See the documentation here

Create Envelope

Create a DocuSign envelope from a full envelope definition JSON payload. Use this for advanced cases such as multiple documents, multiple recipients, composite templates, custom tabs, or eventNotification webhooks. For a simpler single-document flow, use **Create Envelope From File**. See the documentation

Create Envelope From File

Create and optionally send a single-document DocuSign envelope from a file path or URL. This action places a SignHere tab by anchor text, such as /sn1/, in the uploaded document. Set Client User ID when you need embedded signing, then use **Create Recipient View** with the same value. See the documentation

Create Recipient View

Create an embedded signing URL for a selected envelope recipient. The recipient must have been created with a clientUserId. See the documentation

Create Signature Request

Creates a signature request from a template See the docs here

Download Documents

Download the documents of an envelope to the /tmp directory. See the documentation here

Get Envelope

Get details for a DocuSign envelope by ID. Use **List Envelopes** first if you need to find an envelope ID. See the documentation

List Accounts

List the DocuSign accounts available to the connected user. Use this to find the **Account** ID required by other actions when the connected user belongs to more than one account. See the documentation

List Documents

List documents in a DocuSign envelope. Use this to find document IDs before downloading a specific document. See the documentation

List Envelopes

Search for DocuSign envelopes by date, status, email, text, or folder filters. Use this to find envelope IDs for **Get Envelope**, **List Recipients**, **List Documents**, **Send Envelope**, **Void Envelope**, or **Create Recipient View**. See the documentation

List Recipients

List recipients and recipient status for a DocuSign envelope. Use Include Tabs when you need each recipient's tab values and placement. See the documentation

Send Envelope

Send an existing draft DocuSign envelope by updating its status to sent. Use this after **Create Envelope** or **Create Envelope From File**, or any workflow that creates an envelope with status created. See the documentation

Void Envelope

Void a DocuSign envelope that is still in process. Voiding cancels the envelope and prevents recipients from completing it. See the documentation