ClickUp + Docusign

Create signature requests in DocuSign for new folders in ClickUp

Effortlessly manage documentation with this ClickUp and DocuSign automation. When you create a new folder in ClickUp, a signature request will be sent through DocuSign. Keep your projects organized and easily track signature progress, making the document signing process more efficient and streamlined.

Effortlessly manage documentation with this ClickUp and DocuSign automation. When you create a new folder in ClickUp, a signature request will be sent through DocuSign. Keep your projects organized and easily track signature progress, making the document signing process more efficient and streamlined.

  1. When this happens...
    ClickUpClickUp
    New Folder

    Triggers when new folders are created.

    TriggerInstant
  2. automatically do this!
    DocusignDocusign
    Send Envelope Using Template

    Sends a envelope signature request using a template.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • WorkspaceRequired

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    Instant
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    • WorkspaceRequired

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    • WorkspaceRequired

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    • WorkspaceRequired

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    • Reaction(s)

    • WorkspaceRequired

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    • WorkspaceRequired

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    • WorkspaceRequired

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    • WorkspaceRequired

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    Instant
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clickup logo
clickup logo

About ClickUp

ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.
Learn moreHelp

Related categories

  • Project Management

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docusign logo
docusign logo

About Docusign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
Learn moreHelp

Related categories

  • Signatures

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