Connect WooCommerce to Docusign

Use 4 documented WooCommerce triggers to run 13 documented Docusign actions.

4 source triggers

13 target actions

Reverse direction supported

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Why Connect WooCommerce & Docusign?

Start with a WooCommerce event

Choose from 4 documented triggers, including New Coupon Event (Instant), New Customer Event (Instant), New Order Event (Instant).

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

WooCommerce

Triggers (4)

New Coupon Event (Instant)

Emit new event each time the specified coupon event(s) occur

webhook

New Customer Event (Instant)

Emit new event each time the specified customer event(s) occur

webhook

New Order Event (Instant)

Emit new event each time the specified order event(s) occur

webhook

New Product Event (Instant)

Emit new event each time the specified product event(s) occur

webhook

Actions (22)

Add Order Note

Create a new note for an order. See the docs

Create Customer

Creates a new customer. See the docs

Create Order

Creates a new order. See the docs

Create Product

Creates a new product. See the docs

Create Refund

Create a new refund for an order. See the docs

Delete Order

Delete an existing order. See the docs

Get Customer

Retrieve a specific customer. See the docs

Get Order

Retrieve a specific order. See the docs

Get Order Note

Retrieve a specific order note. See the docs

Get Product

Retrieve a specific product. See the docs

List Categories Options

Retrieves available options for the Categories field.

List Customer Options

Retrieves available options for the Customer field.

List Order ID Options

Retrieves available options for the Order ID field.

List Order Notes

Retrieve a list of notes for a specific order. See the docs

List Orders

Retrieve a list of orders. See the docs

List Payment Method Options

Retrieves available options for the Payment Method field.

List Product ID Options

Retrieves available options for the Product ID field.

List Products

Retrieve a list of products. See the docs

List Products Options

Retrieves available options for the Products field.

Search Customers

Finds a customer by searching. See the docs

Update Order Status

Update the status of a specific order. See the docs

Update Product

Updates a product. See the docs

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