# Connect DocuSign to Zendesk and automate your tasks Describe to build Activity reports Fully supported MESA's DocuSign to Zendesk integration is the fastest way to sync data between the two — without touching a line of code. Choose which fields to send, how they're formatted, and when the sync happens. Start with a pre-built template, customize it with AI, or build something completely unique in under 10 minutes. [Try MESA for free](/content/pricing/index.html) ★★★★★ 4.9 rating on Shopify App Store Start when... Personalize with built-in tools... Then, do this... Trusted by 1,000+ Shopify merchants ## Why integrate DocuSign with Zendesk The DocuSign to Zendesk integration helps you sync data, automate manual tasks, and keep your stack aligned — without writing code. [Order automation →](/content/solutions/order-automation/index.html) ### Trigger Shopify workflows when a contract is signed in DocuSign When a DocuSign envelope is completed — a wholesale agreement, a B2B contract, a vendor terms acceptance — MESA kicks off the corresponding action in Shopify. Your store operations start the moment a signature is in place without anyone manually bridging the two systems. [Enterprise automation →](/content/solutions/enterprise-automation/index.html) ### Create and send DocuSign envelopes from Shopify order events When a qualifying order comes in — a wholesale account, a high-value B2B purchase, a custom agreement — MESA generates the right DocuSign envelope and routes it to the customer or vendor for signature. Your contract process starts automatically from the moment an order is placed. [Data integration →](/content/solutions/data-integration/index.html) ### Keep Shopify customer records current when DocuSign status changes When a DocuSign envelope is sent, viewed, signed, or declined, MESA updates the corresponding Shopify customer record with the current status. Your team always knows where each agreement stands without checking DocuSign separately. [Customer experience →](/content/solutions/customer-experience/index.html) ### Create Zendesk tickets from Shopify order events automatically When an order is flagged — a failed fulfillment, a return request, a delayed shipment — MESA opens a ticket in Zendesk with the order details already attached. Your support team works the issue without hunting for context. [Data integration →](/content/solutions/data-integration/index.html) ### Keep Shopify customer data current when tickets are resolved When a Zendesk ticket is closed or a resolution is logged, MESA updates the customer's record in Shopify — tags, notes, fields. Your store reflects what your support team learned without anyone syncing it manually. [Order automation →](/content/solutions/order-automation/index.html) ### Route support tickets based on order and customer details When a ticket arrives in Zendesk, MESA reads the associated Shopify data — order value, customer tier, product type — and applies the right tags, priority, or assignee. Every ticket lands with the right team from the start. ## Build any DocuSign and Zendesk automation MESA helps you connect apps to automate repetitive tasks. A trigger is an event that starts a workflow, and actions are the steps that occur when it's running. ###### Attachment Linked to Ticket Comment Starts when an attachment is linked to a ticket comment. - ID - Subject - Description - Created At - Updated At - Status - Priority - Type - Actor ID - Requester ID - Submitter ID - Assignee ID - Organization ID - Group ID - Brand ID - Form ID - External ID - Is Public - Tags - Custom Status - Via - Event ###### Attachment Redacted from Ticket Comment Starts when an attachment is permanently redacted from an existing comment on a ticket. - ID - Subject - Description - Created At - Updated At - Status - Priority - Type - Actor ID - Requester ID - Submitter ID - Assignee ID - Organization ID - Group ID - Brand ID - Form ID - External ID - Is Public - Tags - Custom Status - Via - Event ###### Comment Created Starts when a comment is created. ###### Comment Made Private Starts when a comment is made private. - ID - Subject - Description - Created At - Updated At - Status - Priority - Type - Actor ID - Requester ID - Submitter ID - Assignee ID - Organization ID - Group ID - Brand ID - Form ID - External ID - Is Public - Tags - Custom Status - Via - Event ###### Comment Redacted Starts when a comment is redacted. - ID - Subject - Description - Created At - Updated At - Status - Priority - Type - Actor ID - Requester ID - Submitter ID - Assignee ID - Organization ID - Group ID - Brand ID - Form ID - External ID - Is Public - Tags - Custom Status - Via - Event ###### Ticket Agent Assignment Changed Starts when a ticket is reassigned to another agent. - ID - Subject - Description - Created At - Updated At - Status - Priority - Type - Actor ID - Requester ID - Submitter ID - Assignee ID - Organization ID - Group ID - Brand ID - Form ID - External ID - Is Public - Tags - Custom Status - Via - Event ###### Ticket Brand Updated Starts when a brand associated with the ticket is updated. - ID - Subject - Description - Created At - Updated At - Status - Priority - Type - Actor ID - Requester ID - Submitter ID - Assignee ID - Organization ID - Group ID - Brand ID - Form ID - External ID - Is Public - Tags - Custom Status - Via - Event ###### Ticket Created Starts when a ticket is created. - ID - Subject - Description - Created At - Updated At - Status - Priority - Type - Actor ID - Requester ID - Submitter ID - Assignee ID - Organization ID - Group ID - Brand ID - Form ID - External ID - Is Public - Tags - Custom Status - Via ###### Ticket Custom Field Updated Starts when a ticket's custom field is updated. - ID - Subject - Description - Created At - Updated At - Status - Priority - Type - Actor ID - Requester ID - Submitter ID - Assignee ID - Organization ID - Group ID - Brand ID - Form ID - External ID - Is Public - Tags - Custom Status - Via - Event ###### Ticket Custom Status Updated Starts when a ticket's custom status is updated. ###### Ticket Deleted Starts when a ticket is deleted. ###### Ticket Description Updated Starts when a ticket's description is updated. - ID - Subject - Description - Created At - Updated At - Status - Priority - Type - Actor ID - Requester ID - Submitter ID - Assignee ID - Organization ID - Group ID - Brand ID - Form ID - External ID - Is Public - Tags - Custom Status - Via - Event ###### Ticket Email CCs Updated Starts when users are added or removed from a ticket. - ID - Subject - Description - Created At - Updated At - Status - Priority - Type - Actor ID - Requester ID - Submitter ID - Assignee ID - Organization ID - Group ID - Brand ID - Form ID - External ID - Is Public - Tags - Custom Status - Via - Event ###### Ticket External ID Updated Starts when a ticket's external ID is updated. - ID - Subject - Description - Created At - Updated At - Status - Priority - Type - Actor ID - Requester ID - Submitter ID - Assignee ID - Organization ID - Group ID - Brand ID - Form ID - External ID - Is Public - Tags - Custom Status - Via - Event ###### Ticket Followers Changed Starts when followers on a ticket are updated. - ID - Subject - Description - Created At - Updated At - Status - Priority - Type - Actor ID - Requester ID - Submitter ID - Assignee ID - Organization ID - Group ID - Brand ID - Form ID - External ID - Is Public - Tags - Custom Status - Via - Event ###### Ticket Form Updated Starts when a ticket's form is updated. - ID - Subject - Description - Created At - Updated At - Status - Priority - Type - Actor ID - Requester ID - Submitter ID - Assignee ID - Organization ID - Group ID - Brand ID - Form ID - External ID - Is Public - Tags - Custom Status - Via - Event ###### Ticket Group Assignment Changed Starts when a ticket is reassigned to another group of agents. - ID - Subject - Description - Created At - Updated At - Status - Priority - Type - Actor ID - Requester ID - Submitter ID - Assignee ID - Organization ID - Group ID - Brand ID - Form ID - External ID - Is Public - Tags - Custom Status - Via - Event - Timestamp ###### Ticket Merged Starts when a ticket is merged. - ID - Subject - Description - Created At - Updated At - Status - Priority - Type - Actor ID - Requester ID - Submitter ID - Assignee ID - Organization ID - Group ID - Brand ID - Form ID - External ID - Is Public - Tags - Custom Status - Via - Event ###### Ticket Organization Updated Starts when a ticket's organization is updated. - ID - Subject - Description - Created At - Updated At - Status - Priority - Type - Actor ID - Requester ID - Submitter ID - Assignee ID - Organization ID - Group ID - Brand ID - Form ID - External ID - Is Public - Tags - Custom Status - Via - Event ###### Ticket Priority Updated Starts when a ticket's priority is updated. - ID - Subject - Description - Created At - Updated At - Status - Priority - Type - Actor ID - Requester ID - Submitter ID - Assignee ID - Organization ID - Group ID - Brand ID - Form ID - External ID - Is Public - Tags - Custom Status - Via - Event ###### Ticket SLA Policy Updated Starts when a ticket's SLA policy is updated. ###### Ticket Status Updated Starts when a ticket's status is updated. - ID - Subject - Description - Created At - Updated At - Status - Priority - Type - Actor ID - Requester ID - Submitter ID - Assignee ID - Organization ID - Group ID - Brand ID - Form ID - External ID - Is Public - Tags - Custom Status - Via - Event ###### Ticket Subject Updated Starts when a subject is updated. - ID - Subject - Description - Created At - Updated At - Status - Priority - Type - Actor ID - Requester ID - Submitter ID - Assignee ID - Organization ID - Group ID - Brand ID - Form ID - External ID - Is Public - Tags - Custom Status - Via - Event ###### Ticket Updated Starts when a ticket is updated. ###### Click Agreed Starts when a recipient accepts an Elastic template. - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Click Declined Starts when a recipient declines an Elastic template. - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Envelope Completed Starts when an envelope has been completed by all recipients. - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Envelope Corrected Starts when an envelope is corrected. - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Envelope Created Starts when a new envelope is created. - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Envelope Declined Starts when an envelope has been declined by one of the recipients. - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Envelope Deleted Starts when an already-sent envelope is deleted. - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Envelope Delivered Starts when all recipients have opened the envelope through the DocuSign signing website. - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Envelope Discarded Starts when an envelope in a created or draft state is deleted. - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Envelope Purged Starts when an envelope is queued to be purged. - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Envelope Resent Starts when an envelope is resent. - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Envelope Sent Starts when an email notification, with a link to the envelope, is sent to at least one recipient or when it is a recipient's turn to sign during embedded signing. - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Envelope Voided Starts when an envelope has been voided by the sender or has expired. - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Recipient Authentication Failed Starts when a recipient fails an authentication check. In cases where a recipient has multiple attempts to pass a check, it means that the recipient failed all the attempts. - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Recipient Auto Responded Starts when DocuSign gets notification that an email delivery has failed. The delivery failure could be for a number of reasons, such as a bad email address or that the recipient’s email system auto-responds to the email from DocuSign. - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Recipient Completed Starts when the recipient has completed their actions for the envelope, typically (but not always) by signing. - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Recipient Declined Starts when a recipient declines to sign the document(s) in the envelope. - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Recipient Delegate Starts when a delegated signer is sent an envelope and after a Delegation rule is in place. - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Recipient Delivered Starts when a recipient has viewed the document(s) in an envelope through the DocuSign signing web site. This does not signify an email delivery of an envelope - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Recipient Finish Later Starts when a recipient selects finish on an envelope. - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Recipient Reassigned Starts when an envelope is reassigned by a recipient. - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Recipient Resent Starts when a recipient selects finish within the web application on an envelope. - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Recipient Sent Starts when an email notification is sent to the recipient signifying that it is their turn to sign an envelope. - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Template Created Starts when a template is created. - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Template Deleted Starts when a template is deleted. - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Template Modified Starts when a template is modified. - Account ID - User ID - Envelope ID - Recipient ID - Envelope Summary ###### Add Tag to Ticket Add a tag to a ticket. - 0 ###### Count Search Results Get a number of items matching the search query. - Count ###### Create Group Create a group. ###### Create Organization Create an organization. - Organization ###### Create Ticket Create a ticket. - Ticket ###### Create Ticket Comment Add a comment to a ticket. - Ticket ###### Create User Create a user. - User ###### Delete Group Remove a group. ###### Delete Organization Remove an organization. ###### Delete Ticket Remove a ticket. ###### Get List of Comments Obtain a list of comments. - Attachments - Audit ID - Author ID - Body - Created At - HTML Body - ID - Metadata - Plain Body - Public - Type - Uploads - Via ###### Get List of Groups Obtain a list of groups. - Created At - Default - Deleted - Description - ID - Is Public - Name - Updated At - URL ###### Get List of Organizations Obtain a list of organizations. - Count - Next Page - Organizations - Previous Page ###### Get List of Tickets Obtain a list of existing tickets. - Allow Attachments - Allow Channelback - Assignee Email - Assignee ID - Attribute Value Ids - Brand ID - Collaborator Ids - Collaborators - Comment - Created At - Custom Fields - Custom Status ID - Description - Due At - Email Cc Ids - Email Ccs - Encoded ID - External ID - Follower Ids - Followers - Followup Ids - From Messaging Channel - Generated Timestamp - Group ID - Has Incidents - ID - Is Public - Macro ID - Macro Ids - Metadata - Organization ID - Priority - Problem ID - Raw Subject - Recipient - Requester - Requester ID - Safe Update - Satisfaction Rating - Sharing Agreement Ids - Status - Subject - Submitter ID - Tags - Ticket Form ID - Type - Updated At - Updated Stamp - URL - Via - Via Followup Source ID - Via ID - Voice Comment ###### Get List of Users Obtain a list of users. - Active - Alias - Chat Only - Created At - Custom Role ID - Default Group ID - Details - Email - External ID - Iana Time Zone - ID - Last Login At - Locale - Locale ID - Moderator - Name - Notes - Only Private Comments - Organization ID - Phone - Photo - Remote Photo URL - Restricted Agent - Role - Role Type - Shared - Shared Agent - Shared Phone Number - Signature - Suspended - Tags - Ticket Restriction - Time Zone - Two Factor Auth Enabled - Updated At - URL - User Fields - Verified ###### Remove Tags from Ticket Remove tags from a ticket. - 0 ###### Retrieve Group Grab all details about a group. - Created At - Default - Deleted - Description - ID - Is Public - Name - Updated At - URL ###### Retrieve Organization Grab all details about an organization. - Created At - Details - Domain Names - External ID - Group ID - ID - Name - Notes - Organization Fields - Shared Comments - Shared Tickets - Tags - Updated At - URL ###### Retrieve Ticket Grab all details about a ticket. - Allow Attachments - Allow Channelback - Assignee ID - Brand ID - Collaborator Ids - Collaborators - Created At - Custom Fields - Custom Status ID - Description - Due At - Email Cc Ids - Encoded ID - External ID - Follower Ids - Followup Ids - From Messaging Channel - Generated Timestamp - Group ID - Has Incidents - ID - Is Public - Macro Ids - Organization ID - Priority - Problem ID - Raw Subject - Recipient - Requester ID - Satisfaction Rating - Sharing Agreement Ids - Status - Subject - Submitter ID - Tags - Ticket Form ID - Type - Updated At - URL - Via - Via Followup Source ID ###### Retrieve User Grab all details about a user. - Active - Alias - Chat Only - Created At - Custom Role ID - Default Group ID - Details - Email - External ID - Iana Time Zone - ID - Last Login At - Locale - Locale ID - Moderator - Name - Notes - Only Private Comments - Organization ID - Phone - Photo - Remote Photo URL - Restricted Agent - Role - Role Type - Shared - Shared Agent - Shared Phone Number - Signature - Suspended - Tags - Ticket Restriction - Time Zone - Two Factor Auth Enabled - Updated At - URL - User Fields - Verified ###### Search Search for specific results. - Count - Facets - Next Page - Previous Page - Results ###### Update Group Modify a group's details. ###### Update Organization Modify an organization's details. ###### Update Ticket Modify a ticket's details. - Ticket ###### Update User Modify a user's details. - User ###### Upload Files Upload a file. ###### Add Email Setting Overrides To Envelope Add email settings to change who an email is sent to, and use BCC for email archiving. - Bcc Email Address ID - Email ###### Add New Step To Envelope's Workflow Add a new step to a workflow for an envelope. - Action - Completed Date - Delayed Routing - Item ID - Recipient Routing - Status - Triggered Date - Trigger On Item - Workflow Step ID ###### Add Or Replace Document in Envelope Appends or replaces a document in an envelope that's being processed or drafted. - 0 ###### Add Templates To Document in Envelope Append templates to an envelope's document. - Document End Page - Document ID - Document Start Page - Error Details - Template ID ###### Add Templates To Envelope Append templates to an envelope. - Document End Page - Document ID - Document Start Page - Error Details - Template ID ###### Adds Attachment To Draft or In-Process Envelope Appends an attachment to draft or in-process envelope. - Access Control - Attachment ID - Attachment Type - Error Details - Label - Name ###### Adds Multiple Attachments To Draft or In-Process Envelope Appends multiple attachments to a draft or in-process envelope. - Access Control - Attachment ID - Attachment Type - Error Details - Label - Name ###### Change Status of Envelope Transfer Rule Change the status of an envelope transfer rule between enabled and disabled. - Carbon Copy Original Owner - Enabled - Envelope Transfer Rule ID - Event Type - From Group - From User - Modified Date - Modified User - To Folder - To User ###### Change Status of Multiple Envelope Transfer Rules Change the status of one or more envelope transfer rules to enable/disable them. - End Position - Envelope Transfer Rules - Next Uri - Previous Uri - Result Set Size - Start Position - Total Set Size ###### Create Custom Document Fields in Envelope Document Create custom document fields for envelope document. - Document Fields ###### Create Envelope Custom Fields for Envelope Create an envelope custom field for draft or in-process envelopes. - List Custom Fields - Text Custom Fields ###### Create Envelope Recipient Preview Generate a preview URL for a draft envelope or template to enable the sender to see what the recipients will experience. - Assertion ID - Authentication Instant - Authentication Method - Client U R Ls - Ping Frequency - Ping URL - Recipient ID - Return URL - Security Domain - X Frame Options - X Frame Options Allow From URL ###### Create Envelope Transfer Rule Create an envelope transfer rule. - Carbon Copy Original Owner - Enabled - Envelope Transfer Rule ID - Event Type - From Groups - From Users - Modified Date - Modified User - To Folder - To User ###### Create Link to Page for Manually Reviewing Ids Create an URL for a manual recipient ID review page. ###### Create Preview of Responsive Version of Document Generate a preview of a document's responsive HTML version. - Display Anchor Prefix - Display Anchors - Display Order - Display Page Number - Document Guid - Document ID - Header Label - Max Screen Width - Remove Empty Tags - Show Mobile Optimized Toggle - Source ###### Create Preview of Responsive Versions of all Documents in Envelope Generate a preview of responsive HTML versions of all documents in an envelope before sending. - Display Anchor Prefix - Display Anchors - Display Order - Display Page Number - Document Guid - Document ID - Header Label - Max Screen Width - Remove Empty Tags - Show Mobile Optimized Toggle - Source ###### Create Resource Token for Sender To Request ID Evidence Data Create a token for a sender to provide identification data for a recipient. ###### Creates an envelope Creates and sends an envelope or creates a draft envelope. - Envelope ID - Status - Status Date Time - Uri ###### Delete Custom Document Fields from Envelope Document Remove custom fields from an envelope document. - Error Details - Name - Original Value - Value ###### Delete Delayed Routing Rules for Envelope Workflow Step Remove a delayed routing rule for an envelope's workflow step, but first make sure the delay is not in progress. ###### Delete Email Setting Overrides for Envelope Remove all email override settings for an envelope. - Bcc Email Address ID - Email ###### Delete Envelope Custom Fields for Draft or In-Process Envelope Remove custom fields from drafts or in-process envelopes. - Configuration Type - Error Details - Field ID - List Items - Name - Required - Show - Value ###### Delete Envelope Lock Remove the lock from an envelope while optionally saving or discarding changes made while the lock was active. - Error Code - Message ###### Delete Envelope Transfer Rule Remove an envelope transfer rule if you're an Administrator with the enabled Transfer Custody feature. ###### Delete Page from Document in Envelope Remove a page from a document in an envelope according to its page number. ###### Delete Recipient from Envelope Remove recipient from a draft or sent envelope. - Access Code - Access Code Metadata - Add Access Code To Email - Additional Notifications - Allow System Override For Locked Recipient - Auto Responded Reason - Client User ID - Completed Count - Consent Details List - Custom Fields - Declined Date Time - Declined Reason - Delivered Date Time - Delivery Method Metadata - Document Visibility - Email - Email Metadata - Email Notification - Email Recipient Post Signing U R L - Embedded Recipient Start U R L - Error Details - Excluded Documents - Fax Number Metadata - First Name - First Name Metadata - Full Name Metadata - ID Check Configuration Name - ID Check Configuration Name Metadata - ID Check Information Input - Identity Verification - Inherit Email Notification Configuration - Last Name - Last Name Metadata - Name - Name Metadata - Note - Note Metadata - Phone Number - Recipient Authentication Status - Recipient Feature Metadata - Recipient ID - Recipient ID Guid - Recipient Type - Recipient Type Metadata - Require ID Lookup - Require ID Lookup Metadata - Role Name - Routing Order - Routing Order Metadata - Sent Date Time - Signing Group ID - Signing Group ID Metadata - Signing Group Name - Signing Group Users - Sms Authentication - Social Authentications - Status - Status Code - Suppress Emails - Template Locked - Template Required - Total Tab Count - User ID ###### Delete Scheduled Sending Rules for Envelope's Workflow Remove scheduled sending rules for an envelope's workflow before the countdown begins. ###### Delete Template from Document in Envelope Remove a template from an envelope's document. ###### Delete Workflow Definition for Envelope Remove workflow definition of a specified envelope and cancel scheduled email if any. ###### Delete Workflow Step from Envelope's Workflow Definition Remove a workflow step from an envelope. ###### Deletes Attachment from Draft Envelope Remove attachment from a draft envelope. - Access Control - Attachment ID - Attachment Type - Error Details - Label - Name ###### Get List of Document Page Images Based on Input Obtain a list of document pages' images based on input. - End Position - Next Uri - Pages - Previous Uri - Result Set Size - Start Position - Total Set Size ###### Get List of Email Setting Overrides for Envelope Obtain a list of email override settings for an envelope. - Bcc Email Address ID - Email ###### Get List of Envelope Tab Data for Envelope Download envelope and tab data from sent or shared envelopes. - Email Subject - Envelope ID - Form Data - Prefill Form Data - Recipient Form Data - Sent Date Time - Status ###### Get List of Envelope Transfer Rules Obtain a list of envelope transfer rules for the associated account (restricted to Administrators and with Transfer Custody feature enabled). - End Position - Envelope Transfer Rules - Next Uri - Previous Uri - Result Set Size - Start Position - Total Set Size ###### Get List of Envelope's Attachments Obtain a list of attachments for an envelope. - Access Control - Attachment ID - Attachment Type - Error Details - Label - Name ###### Get List of HTML Definitions Used to Generate Dynamically Sized Responsive Documents Obtain a list of definitions used to generate a responsive document, which may be empty if the document ID is invalid. - Document ID - Document ID Guid - HTML Definition ###### Get List of Original HTML Definitions used to generate Responsive HTML for Envelope Obtain a list of original HTML definitions used to generate responsive HTML for an envelope. - Document ID - Document ID Guid - HTML Definition ###### Get List of Scheduled Sending Rules for Envelope's Workflow Definition Obtain a list of scheduled sending rules based on template and workflow step. - Bulk List ID - Resume Date - Rules - Status ###### Get List of Sender Fields found in the Envelope’s Documents Obtain a list of sender fields found in the envelope’s documents. - Doc Gen Document Status - Document ID - Doc Gen Form Field List ###### Get List of Templates Associated With Document in Envelope Obtain a list of associated templates of specified envelope's document. - Document ID - Document Name - Error Details - Name - Template ID - Template Match - Uri ###### Get List of Templates Used in Envelope Obtain a list of names and IDs of server-side templates used in an envelope. - Document ID - Document Name - Error Details - Name - Template ID - Template Match - Uri ###### Get List of Workflow Definitions for Envelope Obtain a list of workflow definitions for a specified envelope. - Current Workflow Step ID - Resume Date - Scheduled Sending - Workflow Status - Workflow Steps ###### Gets List of Documents in Envelope Obtain a list of envelope documents. - Added Recipient Ids - Attachment Tab ID - Authoritative Copy - Authoritative Copy Metadata - Available Document Types - Contains Pdf Form Fields - Display - Display Metadata - Doc Gen Document Status - Doc Gen Errors - Doc Gen Form Fields - Document Fields - Document ID - Document ID Guid - Error Details - Include In Download - Include In Download Metadata - Is Doc Gen Document - Name - Name Metadata - Order - Pages - Signer Must Acknowledge - Signer Must Acknowledge Metadata - Size Bytes - Template Locked - Template Required - Type - Uri - Document URL ###### Gets List of Envelope Audit Events for Envelope Obtain a list of envelope audit events for a specific envelope. - Event Fields ###### Lock Envelope Lock an envelope to prevent changes. - Error Code - Message ###### Retrieve Custom Document Fields from Envelope Document Grab all details about document field information for an envelope document. - Error Details - Name - Original Value - Value ###### Retrieve Custom Field Information for the Specified Envelope Grab all details about a custom field information for an envelope. - Configuration Type - Error Details - Field ID - List Items - Name - Required - Show - Value ###### Retrieve Default Electronic Record & Signature Disclosure for Envelope Grab all details about the default electronic record and signature disclosure for a specified envelope. - Account Esign ID - Allow C D Withdraw - Allow C D Withdraw Metadata - Change Email - Change Email Other - Company Name - Company Phone - Copy Cost Per Page - Copy Fee Collection Method - Copy Request Email - Custom - Enable Esign - Esign Agreement - Esign Text - Language Code - Must Agree To Esign - Pdf ID - Use Brand - Use Consumer Disclosure Within Account - Use Consumer Disclosure Within Account Metadata - Withdraw Address Line1 - Withdraw Address Line2 - Withdraw By Email - Withdraw By Mail - Withdraw By Phone - Withdraw City - Withdraw Consequences - Withdraw Email - Withdraw Other - Withdraw Phone - Withdraw Postal Code - Withdraw State ###### Retrieve Delayed Routing Rules for Envelope's Workflow Step Definition Grab all details about the delayed routing rules for a workflow step. - Resume Date - Rules - Status ###### Retrieve Document from Envelope Grab all details about a single document from an envelope. ###### Retrieve Document Visibility for Recipient Grab all details about a recipient's document visibility information. - Document ID - Error Details - Recipient ID - Rights - Visible ###### Retrieve Electronic Record & Signature Disclosure for Envelope Recipient Grab all details about the recipient-specific electronic record and signature disclosure (ERSD) in HTML format, with the option to specify language. - Account Esign ID - Allow C D Withdraw - Allow C D Withdraw Metadata - Change Email - Change Email Other - Company Name - Company Phone - Copy Cost Per Page - Copy Fee Collection Method - Copy Request Email - Custom - Enable Esign - Esign Agreement - Esign Text - Language Code - Must Agree To Esign - Pdf ID - Use Brand - Use Consumer Disclosure Within Account - Use Consumer Disclosure Within Account Metadata - Withdraw Address Line1 - Withdraw Address Line2 - Withdraw By Email - Withdraw By Mail - Withdraw By Phone - Withdraw City - Withdraw Consequences - Withdraw Email - Withdraw Other - Withdraw Phone - Withdraw Postal Code - Withdraw State ###### Retrieve Envelope Lock Information Grab all details about a locked envelope if the requesting user is the one who locked it. - Error Code - Message ###### Retrieve Envelope Notification Information Grab all details about an existing envelope's notification, reminders, and expirations. - Expire After - Expire Enabled - Expire Warn ###### Retrieve Envelope Status Grab all details about the overall status for a specific envelope. - Allow Comments - Allow Markup - Allow Reassign - Allow View History - Any Signer - Asynchronous - Attachments Uri - Authoritative Copy - Authoritative Copy Default - Auto Navigation - Brand ID - Brand Lock - Certificate Uri - Completed Date Time - Copy Recipient Data - Created Date Time - Custom Fields - Custom Fields Uri - Declined Date Time - Delivered Date Time - Disable Responsive Document - Documents Combined Uri - Documents Uri - Email Blurb - Email Settings - Email Subject - Enable Wet Sign - Enforce Signer Visibility - Envelope Attachments - Envelope Custom Metadata - Envelope Documents - Envelope ID - Envelope ID Stamping - Envelope Metadata - Envelope Uri - Expire After - Expire Date Time - Expire Enabled - External Envelope ID - Folders - Has Comments - Has Form Data Changed - Has Wav File - Initial Sent Date Time - Is21CFRPart11 - Is Dynamic Envelope - Is Signature Provider Envelope - Last Modified Date Time - Lock Information - Message Lock - Notification - Notification Uri - Power Form - Purge Completed Date - Purge Request Date - Purge State - Recipients Lock - Recipients Uri - Sender - Sent Date Time - Signer Can Sign On Mobile - Signing Location - Status - Status Changed Date Time - Status Date Time - Templates Uri - Transaction ID - Use Disclosure - Voided Date Time - Voided Reason - Workflow - Document URL ###### Retrieve Envelope Statuses for Envelopes Grab all envelope statuses for a set of envelopes. - Continuation Token - End Position - Envelopes - Envelope Transaction Statuses - Folders - Last Queried Date Time - Next Uri - Previous Uri - Result Set Size - Start Position - Total Set Size ###### Retrieve Initials Image for User Grab the image of the user's initials. ###### Retrieve Page Image from Envelope for Display Grab all details about an image of document page for display. ###### Retrieve PDF Transcript of All Comments in Envelope Grab a PDF file of all comments added to an envelope's documents. ###### Retrieve Signature Image Information for Signer/Sign-in-Person Recipient Grab user signature image in the same format as uploaded. ###### Retrieve Signature Information for Signer or Sign-in-Person Recipient Grab signer's or sign-in person recipient's signature information. - Adopted Date Time - Created Date Time - Custom Field - Date Stamp Properties - Disallow User Resize Stamp - Error Details - External ID - Image Base64 - Image Type - Initials150 Image ID - Initials Image Uri - Is Default - Last Modified Date Time - Nrds ID - Nrds Last Name - Nrds Status - Phonetic Name - Signature150 Image ID - Signature Font - Signature ID - Signature Image Uri - Signature Initials - Signature Name - Signature Rights - Signature Type - Stamp Format - Stamp Image Uri - Stamp Size M M - Stamp Type - Status ###### Retrieve Specified Workflow Step for Template Grab all details of a specific workflow step for a specified envelope. - Action - Completed Date - Delayed Routing - Item ID - Recipient Routing - Status - Triggered Date - Trigger On Item - Workflow Step ID ###### Retrieve Status of Recipients for Envelope Grab all details about the status and tab values of all recipients in an envelope, and identify the current recipient in the routing list. - Access Code - Access Code Metadata - Add Access Code To Email - Additional Notifications - Allow System Override For Locked Recipient - Auto Responded Reason - Client User ID - Completed Count - Consent Details List - Custom Fields - Declined Date Time - Declined Reason - Delivered Date Time - Delivery Method Metadata - Document Visibility - Email - Email Metadata - Email Notification - Email Recipient Post Signing U R L - Embedded Recipient Start U R L - Error Details - Excluded Documents - Fax Number Metadata - First Name - First Name Metadata - Full Name Metadata - ID Check Configuration Name - ID Check Configuration Name Metadata - ID Check Information Input - Identity Verification - Inherit Email Notification Configuration - Last Name - Last Name Metadata - Name - Name Metadata - Note - Note Metadata - Phone Number - Recipient Authentication Status - Recipient Feature Metadata - Recipient ID - Recipient ID Guid - Recipient Type - Recipient Type Metadata - Require ID Lookup - Require ID Lookup Metadata - Role Name - Routing Order - Routing Order Metadata - Sent Date Time - Signing Group ID - Signing Group ID Metadata - Signing Group Name - Signing Group Users - Sms Authentication - Social Authentications - Status - Status Code - Suppress Emails - Template Locked - Template Required - Total Tab Count - User ID ###### Retrieve URL to Envelope Correction UI Grab the URL for embedding the envelope correction view of DocuSign's UI. - URL ###### Retrieves a PDF document from the envelope with no CoC. DARRYL ###### Retrieves Attachment from Envelope Grab all details about an attachment from an envelope. ###### Revoke Correction View URL To Envelope UI Revoke the envelope UI correction view URL. ###### Rotate Page Image from Envelope for Display Rotate a page image to display left or right. ###### Search for Specific Sets of Envelopes in Account Search for envelopes in your accounts. - Continuation Token - End Position - Envelopes - Envelope Transaction Statuses - Folders - Last Queried Date Time - Next Uri - Previous Uri - Result Set Size - Start Position - Total Set Size ###### Send, Modify a Draft Envelope, Void In-Process Envelope, or Purge Documents/Envelope Metadata Modify an envelope. - Envelope ID - Error Details - List Custom Field Update Results - Lock Information - Purge State - Recipient Update Results - Text Custom Field Update Results ###### Set Envelope Notifications for Envelope Set notifications for an existing envelope with reminders and expirations either using request or account default settings. - Expire After - Expire Enabled - Expire Warn ###### Set Initials Image for Accountless Signer Update initials image for accountless signer by uploading a gif, png, jpeg or bmp file under 200K in size. The credentials must match the sender and the signer's account must have certain properties set to true. ###### Set Signature Image for Accountless Signer Modify signature image for accountless signer with supported image format and size, requires sender credentials and account settings. ###### Update an Envelope’s Documents by populating its Sender Fields Modify an envelope's documents by populating its sender fields. - Doc Gen Form Fields ###### Update Custom Document Fields in Envelope Document Modify custom document fields in an envelope document. - Document Fields ###### Update Delayed Routing Rules for Envelope's Workflow Step Definition Modify a workflow step definition's delayed routing rules for an envelope. - Resume Date - Rules - Status ###### Update Document Visibility for Recipient Modify a document's visibility for a recipient. - Document Visibility ###### Update Document Visibility for Recipients Modify document visibility for recipients. - Document Visibility ###### Update Email Setting Overrides for Envelope Modify the email override settings for a specific envelope. - Bcc Email Addresses - Reply Email Address Override - Reply Email Name Override ###### Update Envelope Custom Fields in Envelope Modify envelope custom fields names for draft and in-process envelopes. - List Custom Fields - Text Custom Fields ###### Update Envelope Lock Modify lock information for a locked envelope. - Lock Duration In Seconds - Locked By App - Lock Type - Template Password - Use Scratch Pad ###### Update Scheduled Sending Rules for Envelope's Workflow Modify scheduled sending rules for an envelope's workflow. - Bulk List ID - Resume Date - Rules - Status ###### Update Workflow Definition for Envelope Modify the workflow for a specific envelope, including scheduled sending and delayed routing. - Current Workflow Step ID - Resume Date - Scheduled Sending - Workflow Status - Workflow Steps ###### Update Workflow Step for Envelope Modify a specific workflow step for an envelope. - Action - Completed Date - Delayed Routing - Item ID - Recipient Routing - Status - Triggered Date - Trigger On Item - Workflow Step ID ###### Updates the Recipients for an Envelope Modify the recipients for an envelope. - Combined - Error Details - Recipient ID - Recipient ID Guid [View all](/content/apps/docusign/integrate/zendesk#/index.html) Not just software—partnership ## Expert support included MESA includes hands-on support from automation experts who know how to get things done. ### Free workflow setup We'll build your first workflow with you live. Most merchants walk away with automation saving 5+ hours/week. ### Fast response times Average first response: Same day. Critical issues: Immediate escalation. Complex builds: 24-48 hours. ### Managed services available Personalized workflow reviews, and quarterly check-ins to identify new opportunities as your business grows. ### Real humans, always Chat with real automation experts (not bots). Email support 9am-5pm PST. Google Meet sessions for complex workflows. ## Integrate DocuSign with Zendesk today. Enjoy a 7-day free trial. Get your first workflow in minutes. [Try MESA today →](/content/pricing/index.html) MESA AI assistant +× Describe your task... You've known what your store should be doing. Now it can. Describe the task then MESA handles it from there.