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DocuSign

With ConveYour’s DocuSign integration via Zapier, you can automate the entire document signing and onboarding process for new reps. This reduces manual work for trainers and ensures a seamless onboarding experience.

Learn More About The Power of ConveYour's Zapier Integration >>

Connecting Your Accounts

To send learner information to DocuSign, you first need to:

  1. Create a Zapier account at Zapier.com (if you don’t already have one).

  2. Set up the Zapier integration in ConveYour.

New to Zapier? If you need extra help setting up, check out Zapier’s documentation for a detailed walkthrough.

Setting Up the DocuSign Workflow

  1. In ConveYour, navigate to Main Menu > Campaigns and select or create your Campaign.

  2. Under Content, add a new Webhook to your Campaign.The Webhook item in ConveYour.

  3. In Zapier, create a new Zap.

  4. Select Catch Hook in Webhooks by Zapier as the trigger.

  5. Copy the Webhook URL from Zapier.

  6. Paste the Webhook URL into the Webhook field inside your ConveYour Campaign.Adding a URL to a webhook in ConveYour.

  7. In Zapier, create a new Action.

  8. Select DocuSign as the app and Create Signature Request in DocuSign as the action.

  9. Connect your DocuSign account.Creating a signature request for DocuSign in Zapier.

  10. Under Templateid, select the DocuSign document that learners need to sign.Creating a signature request for DocuSign in Zapier, with templateid specified to

  11. Match Zapier fields to ConveYour learner data (e.g., Name, Email, Address, etc.) and click Continue to finalize.
    Use Zapier’s Test Action to ensure correct mapping before finalizing.
    Connecting a document to be signed in Zapier.

  12. Once the document is signed, the learner is assigned an Agreement ID in DocuSign.

Updating Learner Profiles in ConveYour

Once a learner signs the document, Zapier needs to send that data back to ConveYour to update their profile.

  1. Create a new Zapier Zap, setting DocuSign as the App and Envelope Sent or Completed as the event.Setting up a Zap in Zapier that triggers when a DocuSign is completed.

  2. Create a new Action and set the App to ConveYour.Updating a contact in ConveYour using a Zapier Zap automation.

  3. Set the Identify Key to the learner’s email address.Adding information to a ConveYour automation in Zapier.

  4. Create two data fields:

    • Agreement ID

    • Agreement Signed Date

    • Optional: Add a third field for the learner’s name (useful if onboarding new users without existing ConveYour profiles).Setting up a contact's information for a Zapier Zap.

What You Can Automate with ConveYour + DocuSign

With this integration in place, you can:

  • Send SMS reminders to learners who haven’t signed yet.

  • Release onboarding courses automatically once the agreement is signed.

  • Segment learners into groups based on signing date or Agreement ID.

  • Trigger additional workflows based on completion status.

This setup streamlines document signing and onboarding, ensuring better compliance, efficiency, and engagement in your training programs.A Zapier-DocuSign lesson item in a ConveYour campaign, fully set up.

Learn More

Setting Up Your Zapier Integration in ConveYour
Zapier's "How it Works" Document