Docusign + Process Street

Send envelopes using a template in DocuSign when new tasks are checked in Process Street

When a new task gets checked in Process Street, this workflow swiftly sends an envelope using your chosen template in DocuSign. It saves you time usually spent on manually transferring data and managing your documents. Seamlessly connect your project management and digital signature processes for utmost efficiency and minimal effort.

When a new task gets checked in Process Street, this workflow swiftly sends an envelope using your chosen template in DocuSign. It saves you time usually spent on manually transferring data and managing your documents. Seamlessly connect your project management and digital signature processes for utmost efficiency and minimal effort.

  1. When this happens...
    Process StreetProcess Street
    New Task Checked

    Triggers when a task is checked off in a workflow.

    TriggerInstant
  2. automatically do this!
    DocusignDocusign
    Send Envelope Using Template

    Sends a envelope signature request using a template.

    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

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  • Signatures

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process-street logo
process-street logo

About Process Street

Process Street is a modern process management platform for teams. We help teams share their core processes, then transform them into powerful no-code workflows.
Learn moreHelp

Related categories

  • Project Management

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