DocuSign

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

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docusign.com

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Collaboration

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How to trigger an event when an envelope is created in DocuSign

Here is how to trigger an event when an envelope is created in docusign

First click on the "Admin" tab in the top navigation menu
Then click on the scroll down button in the right sidebar to view more options
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 click on the "Envelope and Recipients" section to expand it
Then click on the "Envelope Created" checkbox to enable this trigger event
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 an envelope is created in DocuSign

DocuSign is a leading electronic signature platform that streamlines the collection of signatures for agreements worldwide.

One notable feature of DocuSign is the ability to trigger an event every time an envelope is created. This allows businesses to automate various processes, making operations more efficient and error-free.

Utilizing this feature enhances workflow integration by ensuring that subsequent steps are automatically initiated, saving time and reducing manual intervention. This capability can greatly improve communication and operational efficiency in any organization.

Last update

February 14, 2026

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