Generate PDF with DocuSign Envelope Data using PDF.co and Zapier

Step 1: Create Zap

To begin, click the Create Zap button at the upper left corner of your dashboard.

Step 2: Choose App and Trigger Event

Next, select the DocuSign app and choose the Envelope Sent or Completed as the Trigger Event.

Step 3: Set up Trigger

Then, set up the Trigger Event.

• In the Status field, select the Envelopes’ status to filter.
• In the Download form data field, set it to No.

Then, click the Test Trigger button.

Step 4: Test Trigger Result

Good! The trigger test was successful. We will now proceed to the next step.

Step 5: Add App and Action Event

Now, let’s add another app. Select the PDF.co app and choose the Anything to PDF Converter for the Action Event.

Step 6: Set up Action

Let’s configure the Anything to PDF Converter.

• In the Input Type field, select the Raw HTML code.
• In the Input field, type in your HTML code together with the data from DocuSign Envelope.
• In the Name field, enter your desired PDF output name.

Now, click the Test and Review button.

Step 7: Test Result

Excellent! You can copy and paste the generated temporary URL in your browser to view the output.

Step 8: PDF Output

Here’s the generated PDF from DocuSign Envelope data.