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How to Integrate docusign & Jobber

Automate your business. Connect docusign to Jobber and sync data automatically without writing code.

Popular Automation Workflows

Here are the most powerful ways businesses connect these two platforms:

When: Click Agreed → Then: Create Client
When: Click Declined → Then: Add Tags to Client
When: New Docusign Connect Event → Then: Create Job
When: Envelope Completed → Then: Create Quote
When: Envelope Corrected → Then: Add Note to Request

docusign Triggers

Events that happen in docusign to start an automation.

  • Trigger
    Click Agreed
    Click Agreed
  • Trigger
    Click Declined
    Click Declined
  • Trigger
    New Docusign Connect Event
    New Docusign Connect Event
  • Trigger
    Envelope Completed
    Envelope Completed
  • Trigger
    Envelope Corrected
    Envelope Corrected
  • Trigger
    Envelope Created
    Envelope Created
  • Trigger
    Envelope Declined
    Envelope Declined
  • Trigger
    Envelope Deleted
    Envelope Deleted
  • Trigger
    Envelope Delivered
    Envelope Delivered
  • Trigger
    Envelope Discard
    Envelope Discard
  • Trigger
    Envelope Purge
    Envelope Purge
  • Trigger
    Envelope Resent
    Envelope Resent
  • Trigger
    Envelope Sent
    Envelope Sent
  • Trigger
    Envelope Voided
    Envelope Voided
  • Trigger
    Get Workflows (For IAM Plans)
    Get Workflows (For IAM Plans)
  • Trigger
    New Navigator Agreement (For IAM Plans)
    New Navigator Agreement (For IAM Plans)
  • Trigger
    Updated Navigator Agreement (For IAM Plans)
    Updated Navigator Agreement (For IAM Plans)
  • Trigger
    Maestro Workflow Completed (For IAM Plans)
    Maestro Workflow Completed (For IAM Plans)
  • Trigger
    Maestro Workflow Failed (For IAM Plans)
    Maestro Workflow Failed (For IAM Plans)
  • Trigger
    Maestro Workflow Started (For IAM Plans)
    Maestro Workflow Started (For IAM Plans)
  • Trigger
    Identity Verification Completed
    Identity Verification Completed
  • Trigger
    Identity Verification Pending
    Identity Verification Pending
  • Trigger
    Brand Created
    Brand Created
  • Trigger
    Envelope Status Updated
    Envelope Status Updated
  • Trigger
    New Folder
    New Folder
  • Trigger
    Identity Verification Created
    Identity Verification Created
  • Trigger
    Recipient Role Created
    Recipient Role Created
  • Trigger
    Template Created
    Template Created
  • Trigger
    New Workspace (For IAM Plans)
    New Workspace (For IAM Plans)
  • Trigger
    New User Added to Workspace (For IAM Plans)
    New User Added to Workspace (For IAM Plans)
  • Trigger
    Recipient Authentication Failed
    Recipient Authentication Failed
  • Trigger
    Recipient Autoresponded
    Recipient Autoresponded
  • Trigger
    Recipient Completed
    Recipient Completed
  • Trigger
    Recipient Declined
    Recipient Declined
  • Trigger
    Recipient Delegated
    Recipient Delegated
  • Trigger
    Recipient Delivered
    Recipient Delivered
  • Trigger
    Recipient Marked to Finish Later
    Recipient Marked to Finish Later
  • Trigger
    Recipient Reassigned
    Recipient Reassigned
  • Trigger
    Recipient Resent
    Recipient Resent
  • Trigger
    Recipient Sent
    Recipient Sent
  • Trigger
    Set Cursor
    Set Cursor
  • Trigger
    SMS Opt-In
    SMS Opt-In
  • Trigger
    SMS Opt-Out
    SMS Opt-Out
  • Trigger
    Template Created
    Template Created
  • Trigger
    Template Deleted
    Template Deleted
  • Trigger
    Template Modified
    Template Modified
  • Trigger
    Webform
    Webform
  • Trigger
    Workspace Documents (For IAM Plans)
    Workspace Documents (For IAM Plans)
  • Trigger
    Fetch Custom Actions
    Fetch Custom Actions

Jobber Actions

What Jobber will do automatically when triggered.

  • Action
    Create Client
    Create Client
  • Action
    Add Tags to Client
    Add Tags to Client
  • Action
    Create Job
    Create Job
  • Action
    Create Quote
    Create Quote
  • Action
    Add Note to Request
    Add Note to Request
  • Action
    Create Request
    Create Request
  • Action
    Create Client
    Create Client
  • Action
    Add Tags to Client
    Add Tags to Client
  • Action
    Create Job
    Create Job
  • Action
    Create Quote
    Create Quote
  • Action
    Add Note to Request
    Add Note to Request
  • Action
    Create Request
    Create Request

Don't want to build this yourself?

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