ClickUp + Docusign

Post attachments in ClickUp when envelope status updates in Docusign

When a status update happens in your Docusign envelope, let this workflow do the task of posting an attachment in ClickUp for you. This easy integration helps keep your team up-to-date without manual checks or updates. Experience a streamlined document management that saves time, enhances efficiency, and ensures that all team members have access to the latest information right from ClickUp.

When a status update happens in your Docusign envelope, let this workflow do the task of posting an attachment in ClickUp for you. This easy integration helps keep your team up-to-date without manual checks or updates. Experience a streamlined document management that saves time, enhances efficiency, and ensures that all team members have access to the latest information right from ClickUp.

  1. When this happens...
    DocusignDocusign
    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.

    TriggerScheduled
  2. automatically do this!
    ClickUpClickUp
    Post Attachment

    Post an attachment to a task.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • 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
    • WorkspaceRequired

    Trigger
    Instant
    Try It
  • Docusign triggers, actions, and 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
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

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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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