ClickUp + Docusign

Send new ClickUp tasks as envelopes using templates in DocuSign

This workflow streamlines your document process by linking ClickUp and DocuSign. Whenever a new task is created in ClickUp, it automatically initiates the 'Send Envelope Using Template' function in DocuSign. This eliminates manual tasks, keeping your document processes efficient and timely. Enhance productivity with this simple yet effective automation between ClickUp and DocuSign.

When this happens...
New Task
Triggers when tasks are added.
TriggerInstant
automatically do this!
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
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Action
Write

- Message TextRequired
- Include a link to this Zap?
Action
Write
- WorkspaceRequired
Action
Write

- WorkspaceRequired
- Folder NameRequired
Action
Write
- WorkspaceRequired
- CommentRequired
- Include a link to this Zap?
Action
Write
- WorkspaceRequired
- FileRequired
Action
Write
- WorkspaceRequired
- Task NameRequired
Action
Write
- WorkspaceRequired
Action
Write
Find Custom Fields
View the Custom Fields available on tasks in a specific Team / Space / Folder / List.
Action
Search
Find a List of All Tasks
Finds a list of all tasks created in Workspace/Space/Folder/List. Supports Custom Fields.
Action
Search
- Check Plan Bandage
- WorkspaceRequired
- FieldRequired
- ValueRequired
Action
Search
New Folder
Triggers when a new folder is created.
Trigger
Scheduled
Try It
- Template ID
- Brand ID
- Email Subject
- Email Body
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

- Reaction(s)
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
- Checklist NameRequired
- Checklist ItemRequired
Action
Write
- Include a link to this Zap?
Action
Write
- Field nameRequired
- Description
- Required in tasks
- Pinned
- Visible to guests
Action
Write
- WorkspaceRequired
- List NameRequired
Action
Write
- WorkspaceRequired
- StartRequired
- EndRequired
Action
Write
- WorkspaceRequired
- Task NameRequired
- Task Description
- Markdown Content
- Assignee Emails
- Priority
- Due Date
- Start Date
Action
Write
- Task IdRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Find the Most Recent Task
Find the most recent task created in Workspace/Space/Folder/List.
Action
Search
Find Task by ID
Find an existing task by its ID.
Action
Search
- Status
- Add certificate of completion?
- Download form data?
Trigger
Scheduled
Try It
- Brand ID
- Email Subject
- Email Body
Action
Write
- TemplateRequired
- Email Subject
- Email Blurb
- Recipient Email
- Recipient Name
- Recipient Role
Action
Write

About ClickUp

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

Learn more Help

Related categories

Project Management

Similar apps

About Docusign

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

Learn more Help

Related categories

Signatures

ClickUp + Docusign

Send new ClickUp tasks as envelopes using templates in DocuSign

New Message Posted to Channel

New Comment on a Task

New List

Task Changes

Archive or Delete Task

Send Direct Message

Include a link to this Zap?

Create Space

Create Folder

Post a Task Comment

Include a link to this Zap?

Post Attachment

Create Task

Update Task

Find Custom Fields

Find a List of All Tasks

Find User by Name or Email

Check Plan Bandage

New Folder

Send Envelope Using Template

Template ID

Brand ID

Email Subject

Email Body

API Request (Beta)

Query String Parameters

Headers

Additional Request Headers

Body

New Reaction Added to Chat Message

Reaction(s)

New Folder

New Task

New Time Entry

New Checklist

Send Chat Message to Channel

Include a link to this Zap?

Create Custom Field

Description

Required in tasks

Pinned

Visible to guests

Create List

Time Tracked

Create Subtask

Task Description

Markdown Content

Assignee Emails

Priority

Due Date

Start Date

Update Custom Field Value

API Request (Beta)

Query String Parameters

Headers

Additional Request Headers

Body

Find the Most Recent Task

Find Task by ID

Envelope Status Updated

Status

Add certificate of completion?

Download form data?

Send Envelope Using Document

Brand ID

Email Subject

Email Body

Create Signature Request

Email Subject

Email Blurb

Recipient Email

Recipient Name

Recipient Role

About ClickUp

Related categories

Similar apps

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