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Integrating HubSpot and DocuSign with Zapier for document signing


I'm integrating HubSpot and Docusign to create documents and send them for signature. However, my version of Docusign is the basic version, so I work with several templates for each type of contract.

Sending by email is working (the webhook is still missing, but I'll work on that later. If anyone has any guidance on how to configure it, I'd appreciate it).

But I'm having a problem with the template that sends via WhatsApp on Zapier. When I select the "Delivery Method", WhatsApp doesn't appear, only SMS and email.

Can anyone help me?

Best answer by SamB

Thanks for getting back to me here, ​@George Beltrame! 🙂

I can see that the Support team submitted a feature request on your behalf to add WhatsApp as a delivery method, and it has since been implemented! 🎉

You should now see a new option that lets you select WhatsApp as the Delivery Method:

d95ba7a910b241546151ef20491b2efb.png
 

Can you give that new option a try, if you’ve not done so already, and let us know how you get on?

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5 replies

Scarletioshub

It sounds like the issue may be due to the way Zapier integrates with Docusign. Currently, Zapier’s Docusign integration supports email and SMS for delivery, but doesn't have native support for WhatsApp. To send a document via WhatsApp, you might need to use a third-party integration like Twilio or 360dialog for WhatsApp messaging in combination with Zapier.

For now, you could create a workaround where Zapier triggers a WhatsApp message via these services once the document is sent via email or SMS. As for the webhook, once it’s set up, you can automate further actions based on Docusign events.

Let me know if you need help with setting up the webhook or third-party integrations!


Troy Tessalone
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Hi ​@George Beltrame 

The Docusign Zap app integration may not support WhatsApp.

You may have to explore an advanced approach of using the Docusign API to send via WhatsApp.

https://developers.docusign.com/docs/esign-rest-api/esign101/concepts/sms-delivery/

 


SamB
Community Manager
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  • Community Manager
  • 7297 replies
  • January 29, 2025

Hi there, ​@George Beltrame 👋 

I checked on this end and WhatsApp delivery isn’t supported currently, so I’d recommend contacting our Support team to submit a new feature request for it to be added. You can do that here: https://zapier.com/app/get-help. That will get it on the Docusign team’s radar for potential future updates!

In the meantime, did you have any luck with that API Request action Troy suggested using? Happy to lend a hand if you’re still stuck on that at all—just let us know! 


Hi SamB, 

Thank you for offering assistance in my case 

I will make a request to support to include the WhatsApp option. 

I believe it is something simple, since it is DocuSign that sends the contract URL to WhatsApp, so Zapier should only create an option with a new sending method with the WhatsApp option and link it with the correct field in DocuSign . 

As for Mr. Troy's recommendation, from what I could understand and the way I thought it was sensible to do it was using an HTTP Request with a JSON script...

However, I didn't find a way to implement JSON in Zapier

SamB wrote:

Hi there, ​@George Beltrame 👋 

I checked on this end and WhatsApp delivery isn’t supported currently, so I’d recommend contacting our Support team to submit a new feature request for it to be added. You can do that here: https://zapier.com/app/get-help. That will get it on the Docusign team’s radar for potential future updates!

In the meantime, did you have any luck with that API Request action Troy suggested using? Happy to lend a hand if you’re still stuck on that at all—just let us know! 

 


SamB
Community Manager
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  • Community Manager
  • 7297 replies
  • Answer
  • February 3, 2025

Thanks for getting back to me here, ​@George Beltrame! 🙂

I can see that the Support team submitted a feature request on your behalf to add WhatsApp as a delivery method, and it has since been implemented! 🎉

You should now see a new option that lets you select WhatsApp as the Delivery Method:

d95ba7a910b241546151ef20491b2efb.png
 

Can you give that new option a try, if you’ve not done so already, and let us know how you get on?