ClickUp + Docusign integrations
Send direct messages in ClickUp when envelope statuses are updated in Docusign
Stay updated with your documents' status effortlessly using this workflow between DocuSign and ClickUp. Whenever there is a change in envelope status in DocuSign, this automation will promptly send a direct message in ClickUp, providing you with real-time updates. No more toggling between apps or manual tracking needed, enhancing your productivity and efficiency in handling your documentation process.
- When this happens...Envelope Status UpdatedTriggers when an envelope is sent, completed, signed, 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. Some data may be unavailable if you do not have full access to the envelope.
- automatically do this!Send Direct MessageSend a direct message to a user or yourself.
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More things you can do with Docusign and ClickUp
Discover other triggers and actions you can use with Docusign and ClickUp
- Click Agreed
Triggers when a recipient accepted a clickwrap agreement.
Try ItTriggerInstant - Events to MonitorRequired
Try ItTriggerInstant- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerInstant- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerInstant
- Click Declined
Triggers when a recipient declined a clickwrap agreement.
Try ItTriggerInstant - Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerInstant- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerInstant- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerInstant
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Related categories
Related categories
Related Zap Templates
- Create tasks in ClickUp for newly sent or completed DocuSign envelopes
- Create DocuSign signature requests for new ClickUp tasks
- Create DocuSign signature requests for updated ClickUp tasks
- Update DocuSign api requests with new task changes from ClickUp
- Create signature requests in DocuSign for new folders in ClickUp
- Send new ClickUp tasks as envelopes using templates in DocuSign
- Send envelopes using templates in DocuSign when tasks change in ClickUp
- Post attachments in ClickUp when envelope status updates in Docusign
- Create tasks in ClickUp for completed envelopes in Docusign
- Create new tasks in ClickUp when recipients complete documents in Docusign
- Create Docusign signature requests when ClickUp tasks are updated
- Update and send Docusign envelopes when tasks change in ClickUp









