Autotask + DocuSign Integrations

How to connect Autotask + DocuSign

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Supported triggers and actions

What does this mean?

New Company
Triggers when a new company is found
Trigger
Instant
New Configuration Item
Triggers when a new configuration item is found.
Trigger
Instant
New Contact
Triggers when a new contact is found.
Trigger
Instant
New Opportunity
Triggers when a new opportunity is found.
Trigger
Scheduled
New Project
Triggers when a new Project is found.
Trigger
Scheduled
New Quote
Triggers when a new quote is found.
Trigger
Scheduled
New Task
Triggers when a new Task is found.
Trigger
Scheduled
New Ticket
Triggers when a new ticket is found.
Trigger
Scheduled
Autotask
Triggers when a ticket is updated or created.
Scheduled
Trigger
Autotask
Triggers when a new Time Entry is found.
Scheduled
Trigger
Autotask
Triggers when a company is updated.
Instant
Trigger
Autotask
Triggers when a configuration item is updated.
Instant
Trigger
Autotask
Triggers when a contact is updated.
Instant
Trigger
Autotask
Triggers when an opportunity is updated.
Scheduled
Trigger
Autotask
Triggers when a quote is updated.
Scheduled
Trigger
Autotask
Triggers when a ticket is updated.
Scheduled
Trigger
Autotask
Triggers when a Time Entry is updated.
Scheduled
Trigger
Autotask
Creates a company.
Scheduled
Action
Autotask
Creates a contact.
Scheduled
Action
Autotask
Creates a ticket.
Scheduled
Action
Autotask
Creates a ticket note.
Scheduled
Action
Autotask
Creates an opportunity.
Scheduled
Action
Autotask
Creates a quote.
Scheduled
Action
Autotask
Creates a Time Entry.
Scheduled
Action
Autotask
Update a company.
Scheduled
Action
Autotask
Update a contact.
Scheduled
Action
Autotask
Updates an opportunity.
Scheduled
Action
Autotask
Updates a quote.
Scheduled
Action
Autotask
Updates a ticket.
Scheduled
Action
Autotask
Finds a Company.
Scheduled
Action
Autotask
Finds a contact.
Scheduled
Action
Autotask
Finds an opportunity.
Scheduled
Action
Autotask
Finds a quote.
Scheduled
Action
Autotask
Finds a Ticket by Ticket Number.
Scheduled
Action
Autotask
Find a company by company name or ID. Optionally, create one if none are found.
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 Autotask + DocuSign Integrations Work

Step 1: Authenticate Autotask 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.