In the zapflow application navigate to account settings -> Configuration -> E-signature -> Docusign -> +New Docusign Connection.

Click on Grant Zapflow access to Docusign

Log in to Docusign -> Select you profile icon -> click Home (If home is missing you are in the right place already) -> on the top banner select Admin -> navigate to the left banner and locate Integrations and click on Connect -> Add configuration -> Custom -> Give the connection a name (ex. Zapflow Integration KYC ) -> From Zapflow application copy the website URL from the recently created Docusign connection -> Go back to Docusign and paste it in the box URL to Publish (make sure you only include the //https: once).

Go back to Docusign -> scroll down to Trigger Events -> open Envelopes and Recipients -> Check the following boxes: Envelopes signed/completed, Envelope Declined, Recipient signed/completed and Recipients declined.

At the bottom of the Envelope and Recipients box, open Include data -> Check the following boxes: Document Fields and Recipients.

Scroll down to Integration and Security Settings -> check the box next to Include HMAC signature.

Finally click on Add configuration

On the Connect page navigate on the top banner to Connect keys -> Add secret key -> copy the secret key -> Go to Zapflow and add it to the created Docusign connection in box Docusign connect key.

In Docusign application navigate to Admin in the top banner -> on the left banner select Users -> Add User called ex. Zapflow Integration.

This is done so that the integration does not break if the person that has made the integration is no longer the in the Docusign team. So for the Zapflow integration user it is best to use a email that is one that does not get deleted if personel changes, such as finance@company.com or legal@company.com.

From the newly created user, copy the user ID -> Go to Zapflow and the newly created Docusign connection -> Paste it to Docusign user ID box.

Go back to Docusign -> On the left banner navigate to Integrations -> Apps and Keys -> Copy the API Account ID -> Go to Zapflow Docusign connection -> Paste the API Account ID to Docusign Account ID.

In the Zapflow Docusign connection -> select which workflows use the Docusign connection -> press on small green save button next to selection.

Finally click on Confirm

Now you have a working integration between Zapflow and Docusign. Now you can send Documents straight from Zapflow to the respondent for signing using Docusign.

After all of these steps your Zapflow window should have all fields filled and a workflow selected at the bottom.

If you need any help or guidance, feel free to book a time with our support team (support@zapflow.com), we are always happy to help! For more tips and guides regarding all our Zapflow features check our other Help Center articles.