˙˙Docusign Microsoft SharePoint Integration - Quick Connect - Zapier
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  • Send envelopes using templates in DocuSign when new list items are added in Microsoft SharePoint

    Premium
    Details
    • Microsoft SharePoint logo
    • Docusign logo
    Microsoft SharePoint + Docusign
  • Upload files to Microsoft SharePoint when envelopes are completed in Docusign

    Premium
    Details
    • Docusign logo
    • Microsoft SharePoint logo
    Docusign + Microsoft SharePoint
  • Add VAT numbers validated by VATFix for new signed DocuSign agreements as SharePoint list items

    Premium
    Details
    • Docusign logo
    • VATFix Plus logo
    • Microsoft SharePoint logo
    Docusign + VATFix Plus + Microsoft SharePoint
  • Upload files to Microsoft SharePoint whenever envelopes are updated in DocuSign

    Premium
    Details
    • Docusign logo
    • Microsoft SharePoint logo
    Docusign + Microsoft SharePoint
  • Update Microsoft SharePoint items when DocuSign envelope status changes

    Premium
    Details
    • Docusign logo
    • Microsoft SharePoint logo
    Docusign + Microsoft SharePoint
  • Send envelopes using templates in DocuSign when new list items are added in Microsoft SharePoint

    Premium
    Details
    • Microsoft SharePoint logo
    • Docusign logo
    Microsoft SharePoint + Docusign
  • Upload files to Microsoft SharePoint when envelopes are completed in Docusign

    Premium
    Details
    • Docusign logo
    • Microsoft SharePoint logo
    Docusign + Microsoft SharePoint
  • Add VAT numbers validated by VATFix for new signed DocuSign agreements as SharePoint list items

    Premium
    Details
    • Docusign logo
    • VATFix Plus logo
    • Microsoft SharePoint logo
    Docusign + VATFix Plus + Microsoft SharePoint
    • Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

      How Zapier works

      Zapier makes it easy to integrate Docusign with Microsoft SharePoint - no code necessary. See how you can get setup in minutes.

      100%
      Help
      Docusign logo
      Docusign
      Docusign logo
      Docusign
      1. Choose trigger event
      Microsoft SharePoint logo
      Microsoft SharePoint
      Microsoft SharePoint logo
      Microsoft SharePoint
      2. Choose action
      Docusign logo
      1. Select the event
      Setup
      Test
      Docusign logo
      Docusign
      Choose a trigger event

      Choose a trigger

      A trigger is the event that starts your Zap—like a "Click Agreed" from Docusign.

      Add your action

      An action happens after the trigger—such as "Copy File or Folder" in Microsoft SharePoint.

      You’re connected!

      Zapier seamlessly connects Docusign and Microsoft SharePoint, automating your workflow.

      Supported triggers and actions

      Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

      • Docusign triggers, actions, and search
        Click Agreed

        Triggers when a recipient accepted a clickwrap agreement.

        Trigger
        Instant
        Try It
        • Events to Monitor
          Required
        Trigger
        Instant
        Try It
        • Warning_text
        • Add certificate of completion
        • Include documents
        • Include recipients
        • Include custom fields
        • Include form data
        Trigger
        Instant
        Try It
        • Warning_text
        • Add certificate of completion
        • Include documents
        • Include recipients
        • Include custom fields
        • Include form data
        Trigger
        Instant
        Try It
      • Docusign triggers, actions, and search
        Click Declined

        Triggers when a recipient declined a clickwrap agreement.

        Trigger
        Instant
        Try It
        • Warning_text
        • Add certificate of completion
        • Include documents
        • Include recipients
        • Include custom fields
        • Include form data
        Trigger
        Instant
        Try It
        • Warning_text
        • Add certificate of completion
        • Include documents
        • Include recipients
        • Include custom fields
        • Include form data
        Trigger
        Instant
        Try It
        • Warning_text
        • Add certificate of completion
        • Include documents
        • Include recipients
        • Include custom fields
        • Include form data
        Trigger
        Instant
        Try It

      For AI agents & developers

      Use Docusign and Microsoft SharePoint with AI agents and code

      Beyond Zap workflows. Call Docusign and Microsoft SharePoint actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

      No code

      Connect via Zapier MCP

      Expose Docusign and Microsoft SharePoint actions as tools in any MCP client. Authenticate once, then call them in natural language.

      Example actions on this page

      • Add Document to Workspace (For IAM Plans)
      • Copy File or Folder

      Works with

      Claude · ChatGPT · Cursor · any MCP-compatible client

      Connect Zapier MCP
      Typescript

      Call from code with the Zapier SDK

      Trigger Docusign and Microsoft SharePoint actions from backend services, scripts, or agent code.

      Install

      # TypeScript / Node
      npm install @zapier/zapier-sdk

      Run an action

      import { createZapierSdk } from '@zapier/zapier-sdk';
      
      const zapier = createZapierSdk();
      await zapier.runAction({ /* docusign / sharepoint action */ });
      Run the SDK docs

      There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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      Customers have created over 25 million Zaps on the platform

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      The average user takes less than 6 minutes to set up a Zap

      Practical ways you can use Docusign and Microsoft SharePoint

      Archive signed documents in SharePoint

      When an envelope is completed in DocuSign, Zapier can upload the signed document to a designated SharePoint folder. This ensures every signed document is securely stored and easily retrievable, saving time and preventing manual errors.

      Business Owner
      Try it
      Log envelope completion in SharePoint

      When an envelope is completed in DocuSign, Zapier creates a new item in a SharePoint list logging the details. This helps IT teams maintain records without manual data entry, improving tracking and reporting efficiency.

      IT
      Track document completion updates

      When a project's document or agreement is signed in DocuSign, Zapier updates a SharePoint list with the completion details. This keeps project managers updated on deliverables, increasing visibility and reducing communication delays.

      Project Management

      Learn how to automate Docusign on the Zapier blog

      Make work flow with AI

      Level up your Docusign to Microsoft SharePoint integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
      Illustration of AI enhancing Zapier workflows with automation and app integrations.
      docusign logo
      About Docusign
      Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
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      sharepoint logo
      About Microsoft SharePoint
      Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.
      Related categories

      Connect Docusign to Microsoft SharePoint on the world's largest no-code automation platform

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