Skip to main content

Get Support
Have a question? Let's get you an answer!

How Do I...? Troubleshooting Code & Webhooks Developer Zone

Other Help Resources
Wait, there's more! Check out these Community sourced spaces for additional resources.

Zapier Help Center Hire an Expert

Learning Resources
All of our best learning resources can be found here.

Featured Articles Show & Tell Zapier's products AI Hub Zapier Tools Hub

Share your knowledge
Give back to the Community by sharing your automation wins and helping to answer questions.

Share your success See unanswered questions User Groups

Other Learning Resources
Some of our favorite additional ways to upskill your Zapier knowledge.

Zapier Learn Zapier Blog Zapier Webinars

Product Updates
Check out what is new and upcoming with Zapier with our regular product updates.

Product Updates

Early Access Program
Want to join Early Access? Learn more here.

I am managing the sending out and tracking of around 8000 DocuSign envelopes. I have created a tracker in Excel with a column that will track against each client their envelope status - i.e signed, pending. 

What I wish to know is if Zapier will be able to manage “Bulk Sends”, as in will it track envelopes sent from DocuSign in a bulk send, or is it only compatible with individual sent envelopes?

 

If this is possible, how would I go about building a Zap that does the above?

 

Very new to Zapier so would appreciate your patience.

Hi @HassanA95 

Good question.

Are you trying to trigger the sending or completion or both?

Hi Troy, ideally I would like to track both - but if it is a case of either or, than tracking completion at a minimum

Any ideas guys? Really struggling here and if Zapier can’t manage this it will make it pointless for my purposes.

@HassanA95 

Try configuring Zaps that find/create + update the data in Excel.

DocuSign has these available Zap triggers/actions:

 

I think the Envelope Status Updated trigger should work for these purposes

Terms & Conditions