ClickUp + Docusign

Send envelopes using templates in DocuSign when tasks change in ClickUp

Streamline your documentation process with this convenient workflow. Whenever you change a task in ClickUp, it initiates the process of sending an envelope using a template in DocuSign. This workflow shrinks your to-do list and saves you the hassle of manually transferring task details between two platforms. Stay on top of your tasks and speed up your digital signing process with this seamless connection between ClickUp and DocuSign.

Streamline your documentation process with this convenient workflow. Whenever you change a task in ClickUp, it initiates the process of sending an envelope using a template in DocuSign. This workflow shrinks your to-do list and saves you the hassle of manually transferring task details between two platforms. Stay on top of your tasks and speed up your digital signing process with this seamless connection between ClickUp and DocuSign.

  1. When this happens...
    ClickUpClickUp
    Task Changes

    Triggers when a task changes.

    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

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    • WorkspaceRequired

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    • WorkspaceRequired

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    • WorkspaceRequired

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    • Reaction(s)

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    • WorkspaceRequired

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    • WorkspaceRequired

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    • WorkspaceRequired

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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.
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Related categories

  • Signatures

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