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.
- 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!Post Attachment
Post an attachment to a task.
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