DocuSign

DocuSign is an electronic signature platform that helps businesses send, sign, and manage documents digitally.

Website

docusign.com

Industry

Collaboration

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How to trigger an event when a recipient is sent an envelope in DocuSign

Here is how to trigger an event when a recipient is sent an envelope in docusign

First click on the "Admin" tab in the top navigation menu
Then scroll down and click on the sidebar to expand the navigation menu
Next click on the "Connect" option in the left sidebar under the INTEGRATIONS section
Then click on the "Actions" dropdown button next to a custom configuration you want to enable a trigger event in the configurations table
Next select the "Edit" option from the Actions dropdown menu
Then scroll down the page to view the Trigger Events section
Next expand the "Envelope and Recipients" section by clicking on the arrow down button next to it
Then check the "Recipient Sent" checkbox in the Envelope Events section
Next scroll down to the bottom of the page to view the save button
Finally click on the "Save Configuration" button to save the changes

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Why should you trigger an event when a recipient is sent an envelope in DocuSign

DocuSign effortlessly streamlines the process of managing digital agreements.

The feature to trigger an event when an envelope is sent allows businesses to be instantly alerted, creating an opportunity for seamless workflow integration.

This proactive functionality ensures that every document action is promptly observed, facilitating efficient collaboration and timely decision-making.

Utilizing this feature enhances operational efficiency, allowing organizations to stay ahead with automatic real-time updates.

Last update

February 14, 2026

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