Active Collab + DocuSign Integrations

How to connect Active Collab + DocuSign

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Supported triggers and actions

What does this mean?

New Comment
Triggers when a comment is added to an object in Active Collab.
Trigger
Instant
New Project
Triggers when new project is created.
Trigger
Instant
New Task
Triggers when a new task is created.
Trigger
Instant
Task Closed
Triggers when a task is closed in Active Collab.
Trigger
Instant
New Task List
Triggers when a new task list is created in a project in Active Collab.
Trigger
Instant
Task Moved
Triggers when a task is moved to another task list.
Trigger
Instant
Time Tracked
User has tracked time on project or task.
Trigger
Instant
Add Comment to Task
Creates a new comment in selected task.
Action
Write
Active Collab
Creates a new company.
Scheduled
Action
Active Collab
Completes a project.
Scheduled
Action
Active Collab
Completes a task.
Scheduled
Action
Active Collab
Creates a new project.
Scheduled
Action
Active Collab
Creates a task.
Scheduled
Action
Active Collab
Creates a new discussion in a project.
Scheduled
Action
Active Collab
Adds a new comment to discussion.
Scheduled
Action
Active Collab
Invites a new user to a project.
Scheduled
Action
DocuSign
Triggers when an envelope is sent or completed. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Zapier will only fetch data and documents for envelope types that have been selected.
Scheduled
Trigger
DocuSign
Triggers when a new folder is created.
Scheduled
Trigger
DocuSign
Creates a signature request.
Scheduled
Action

How Active Collab + DocuSign Integrations Work

Step 1: Authenticate Active Collab and DocuSign.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.