Docusign + Microsoft Teams integrations
Initiate DocuSign signature requests from new Microsoft Teams chats
Streamline your document signing process with this workflow. When a new chat occurs in Microsoft Teams, a signature request is instantly created in DocuSign. This automation ensures you'll never miss a beat when it comes to getting important documents signed and decreases manual work, making your business operations more efficient.
- When this happens...New ChatTriggers when a new chat is created.
- automatically do this!Send Envelope Using DocumentSends an envelope signature request using a document.
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More things you can do with Microsoft Teams and Docusign
Discover other triggers and actions you can use with Microsoft Teams and Docusign
- TeamRequired
Try ItTriggerPolling- ChatRequired
- Exclude messages by you?
Try ItTriggerPolling- TeamRequired
Try ItTriggerPolling- TeamRequired
- ChannelRequired
Try ItTriggerPolling
- TeamRequired
- ChannelRequired
- Member
- Highlight Word
Try ItTriggerPolling- New Chat
Triggers when a new chat is created.
Try ItTriggerPolling - TeamRequired
- ChannelRequired
Try ItTriggerPolling- TeamRequired
- Channel NameRequired
- Description
- Favorite for All?
ActionWrite
Related categories
Microsoft Teams is the hub for teamwork in Office 365 that integrates all the people, content, and tools your team needs to be more engaged and effective.
Related Zap Templates
- Send Microsoft Teams chat messages for newly completed DocuSign envelopes
- Create api requests in Microsoft Teams for new folders in DocuSign
- Create channels in Microsoft Teams for new DocuSign folders
- Trigger new DocuSign signature requests from Microsoft Teams chat messages
- Create DocuSign signature requests from new Microsoft Teams channel mentions
- Update Microsoft Teams with channel messages each time envelope statuses are updated in DocuSign
- Create notes on Maximizer contacts when new DocuSign envelopes are completed
- Send channel messages in Microsoft Teams when recipients complete documents in Docusign
- Send Microsoft Teams bot messages for updated envelope statuses in DocuSign









