Send Docusign Envelope for New Shopify Orders

When a customer completes a purchase in your Shopify store, this trigger automatically captures their order information including email address, customer name, and order details. The trigger runs continuously in the background and passes this order data to the next step in the workflow. No configuration is needed - it connects directly to your Shopify store and starts monitoring immediately after activation.

You'll need to configure several key fields to create the envelope properly. First, enter your DocuSign data center location (like "na3" for North America 3) and your DocuSign account ID, which you can find in your DocuSign settings. Most importantly, you'll need to specify your DocuSign template ID - go to your Templates page in DocuSign, click on the template you want to use, open the template details, and copy the template ID from there. You'll also set a return URL where customers get redirected after signing, and choose an authentication method (Email is the default).

The workflow automatically fills in the customer's email address and full name from the Shopify order data into the DocuSign envelope. You only need to configure the recipient ID, which is typically "1" for the first signer in your template. This recipient ID links the customer to specific signature fields or tabs in your DocuSign template, so make sure it matches the recipient ID you used when creating your template.

This step automatically changes the envelope status from "created" to "sent," which tells DocuSign to deliver the envelope to your customer via email. The customer will receive an email with a link to view and sign the document, then get redirected to your specified return URL after completing the signature. No configuration is needed for this step - it uses the envelope ID from the previous step and automatically sends it.