Skip to content
Docusign logoDocusign logo
Podio logoPodio logo
Docusign logoDocusign logo
Podio logoPodio logo

Docusign + Podio

Docusign + Podio

Docusign + Podio integrations

Create Podio items for newly sent or completed DocuSign envelopes

Effortlessly manage your documents and tasks with this smart workflow. When an envelope is sent or completed in DocuSign, it automatically creates a new item in your Podio app, ensuring your projects and data stay up-to-date. Streamline your document management process and boost productivity with this seamless automation.

  1. When this happens...
    Envelope Status Updated
    Envelope Status Updated
    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.
  2. automatically do this!
    Create Item
    Create Item
    Create ItemTriggers when you add a new item, record or entry to an app (standard or custom).
Start free with email
Start free with email
Google Logo Start free with Google
  • Free forever for core features
  • 14 day trial for premium features & apps

More things you can do with Docusign and Podio

Discover other triggers and actions you can use with Docusign and Podio

  • Docusign triggers, actions, and search
    Click Agreed

    Triggers when a recipient accepted a clickwrap agreement.

    Trigger
    Instant
    Try It
    • Events to Monitor
      Required
    Trigger
    Instant
    Try It
    • Warning_text
    • Add certificate of completion
    • Include documents
    • Include recipients
    • Include custom fields
    • Include form data
    Trigger
    Instant
    Try It
    • Warning_text
    • Add certificate of completion
    • Include documents
    • Include recipients
    • Include custom fields
    • Include form data
    Trigger
    Instant
    Try It
  • Docusign triggers, actions, and search
    Click Declined

    Triggers when a recipient declined a clickwrap agreement.

    Trigger
    Instant
    Try It
    • Warning_text
    • Add certificate of completion
    • Include documents
    • Include recipients
    • Include custom fields
    • Include form data
    Trigger
    Instant
    Try It
    • Warning_text
    • Add certificate of completion
    • Include documents
    • Include recipients
    • Include custom fields
    • Include form data
    Trigger
    Instant
    Try It
    • Warning_text
    • Add certificate of completion
    • Include documents
    • Include recipients
    • Include custom fields
    • Include form data
    Trigger
    Instant
    Try It
docusign logo
About Docusign
Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
Related categories
Similar apps
Dropbox Sign integrationsDropbox Sign integrations
Dropbox Sign
Signatures
SignNow integrationsSignNow integrations
SignNow
Signatures
RightSignature integrationsRightSignature integrations
RightSignature
Signatures
podio logo
About Podio
Podio is a collaborative work platform that's perfect for managing projects, teams, and anything else in your business that needs flexible apps that work the way you do.
Related categories
Similar apps
Teamwork integrationsTeamwork integrations
Teamwork
Project Management
ActiveCollab integrationsActiveCollab integrations
ActiveCollab
Project Management
Basecamp integrationsBasecamp integrations
Basecamp
Project Management

Related Zap Templates