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How to Use DocuSign with Storydoc

You can build a reliable signing flow by sending recipients to DocuSign from a Storydoc button, or by embedding a DocuSign PowerForm. If you use Zapier, the most common approach is to inject the DocuSign signing URL into Storydoc using dynamic variables.

Written by Jack
Updated over 2 months ago

Before you start

  • You need access to DocuSign (PowerForms are optional, only for the embed option).

  • If you want to automate this with Zapier, you need access to the Storydoc Zapier integration (available on Team plans) and your Storydoc API key from Integrations > No-code automations > Zapier.

Option 1: Recommended for automations, add a DocuSign signing URL to a Storydoc button using dynamic variables

This is the best default for Zapier and CRM-driven workflows because each recipient can get their own unique signing link, and the experience works reliably across browsers and mobile.

Step 1: Add a dynamic variable to your Storydoc hyperlink

  1. In the Storydoc editor, select a Button, Text, or Icon.

  2. Click Link.

  3. Paste your variable in the URL field (for example, {{docusign_link}}).

  4. Save your changes.

This setup makes the hyperlink change automatically based on the variables used in each version.

Step 2: Create your Zapier flow to generate the DocuSign link and create a Storydoc version

A typical flow looks like this:

  1. Trigger in Zapier (example: new deal in CRM, form submission, new row in Google Sheets).

  2. Action: DocuSign to create or send an envelope (often from a template).

  3. Capture the DocuSign output field that contains the signing URL.

  4. Action: Storydoc to create a new story version and map the signing URL into your docusign_link variable.

  5. Send the Storydoc link to the recipient, or attach it back to the CRM record.

Notes and tips

  • If a variable has no value, the link can remain empty, so make sure the DocuSign step always returns a URL before you create the Storydoc version.

  • This approach works best when the signing link is recipient-specific or time-limited.

Option 2: Embed a DocuSign PowerForm in Storydoc (only when you need an embedded signing experience)

If you use DocuSign PowerForms, DocuSign provides embed options designed for iframe usage.

Step 1: Get the PowerForm embed code or link from DocuSign

  1. In DocuSign, open your PowerForm distribution options.

  2. Copy either:

    • The URL link, or

    • The embed code (iframe or HTML snippet, depending on the option you choose).

Step 2: Add the embed to Storydoc

  1. In Storydoc, add a slide intended for embeds (an HTML or embed-type element in your slide library).

  2. Paste the PowerForm embed code.

  3. Preview and test on desktop and mobile.

Which option should you use?

  • Use Option 1 (dynamic variable link) if your automation creates a unique DocuSign signing URL per person or per deal. This is the most common Zapier setup.

  • Use Option 2 (PowerForm embed) if you have a single PowerForm flow you want to keep inside the story.

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