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Quickly connect Docusign to Stripe with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate Docusign with Stripe - 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 "Cancel Subscription" in Stripe.
You’re connected!
Zapier seamlessly connects Docusign and Stripe, automating your workflow.
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Frequently Asked Questions about Docusign + Stripe integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Docusign and Stripe
What triggers can be used when integrating DocuSign with Stripe?
When integrating DocuSign with Stripe, you can use triggers like 'Envelope Sent or Completed' in DocuSign to initiate actions in Stripe, such as creating a new customer or charging an existing customer.
Can we create a new customer in Stripe when a document is completed in DocuSign?
Yes, by setting up the integration, when a document is completed in DocuSign, it can trigger the creation of a new customer record in Stripe automatically.
Is it possible to charge a customer automatically once they sign a document via DocuSign?
Absolutely. You can configure the integration to charge an existing Stripe customer automatically when they sign and complete a document through DocuSign.
How can we update records in Stripe based on actions taken in DocuSign?
You can update records in Stripe by setting actions that respond to specific triggers from DocuSign events. For example, updating payment details or storing signed legal agreements once an envelope is completed.
Are there any limitations we should be aware of when using this integration?
One limitation may involve complex authentication requirements between systems and ensuring compliance with current data protection standards. Customizing certain triggers beyond what's commonly available might also require technical support.
Do we need coding experience to set up this integration between DocuSign and Stripe?
No coding experience is necessary for most basic integrations. Our platform provides intuitive tools that guide you through connecting your accounts and choosing triggers and actions without writing code.
Can we use this integration for subscription-based services?
Yes, our integration allows you to handle subscription-based services by triggering recurring charges via Stripe after specific events like signing up through a completed document on DocuSign.
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Sales OpsSupported 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