Create tasks in Microsoft To Do for new or completed DocuSign envelopes
Stay on top of your agreements and tasks with this seamless workflow. When an envelope is sent or completed in DocuSign, a task is created in Microsoft To Do, ensuring you never miss an important document deadline. Manage your commitments efficiently and save time with this easy-to-use automation.
Stay on top of your agreements and tasks with this seamless workflow. When an envelope is sent or completed in DocuSign, a task is created in Microsoft To Do, ensuring you never miss an important document deadline. Manage your commitments efficiently and save time with this easy-to-use automation.
- 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!Create Task
Triggers when a new task is created.
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