ClickUp + Docusign
Create tasks in ClickUp for newly sent or completed DocuSign envelopes
Stay on top of your document workflow with this efficient automation. When an envelope is sent or completed in DocuSign, a new task will be created in ClickUp to keep your team informed and organized. Streamline your process and ensure that important updates are never missed again.
Stay on top of your document workflow with this efficient automation. When an envelope is sent or completed in DocuSign, a new task will be created in ClickUp to keep your team informed and organized. Streamline your process and ensure that important updates are never missed again.
- When this happens...Envelope Status Updated
Triggers when an envelope is sent, completed, voided, or declined. 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.
- automatically do this!Create Task
Creates a new task.
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