Docusign + Microsoft Teams

Create DocuSign signature requests from new Microsoft Teams channel mentions

Stay on top of important conversations in Microsoft Teams by seamlessly sending signature requests through DocuSign. With this workflow, every time a new channel mention occurs in the Microsoft Teams app, a signature request is created in the DocuSign app. Keep your team's communication and document signing process efficient and organized with this automation.

Stay on top of important conversations in Microsoft Teams by seamlessly sending signature requests through DocuSign. With this workflow, every time a new channel mention occurs in the Microsoft Teams app, a signature request is created in the DocuSign app. Keep your team's communication and document signing process efficient and organized with this automation.

  1. When this happens...
    Microsoft TeamsMicrosoft Teams
    New Channel Mention

    Triggers when a member or highlight word is mentioned in a channel. Requires installation of the Zapier app from the Teams Store.

    TriggerScheduled
  2. automatically do this!
    DocusignDocusign
    Send Envelope Using Document

    Sends an envelope signature request using a document.

    ActionWrite
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Supported triggers and actions

What does this mean?
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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microsoft-teams logo
microsoft-teams logo

About Microsoft Teams

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.
Learn moreHelp

Related categories

  • Microsoft
  • Team Chat

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