Docusign + Microsoft SharePoint integrations
Upload files to Microsoft SharePoint whenever envelopes are updated in DocuSign
Streamline your document management process with this efficient workflow that seamlessly connects DocuSign and Microsoft SharePoint. Whenever there's an update in the status of an envelope in DocuSign, this setup instantly uploads a corresponding file to SharePoint, saving time and eliminating manual data entry. This ensures that all your important documents are easily accessible, organized, and up-to-date in SharePoint, enhancing your overall productivity.
- When this happens...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.
- automatically do this!Upload FileUploads a file to document library.
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More things you can do with Docusign and Microsoft SharePoint
Discover other triggers and actions you can use with Docusign and Microsoft SharePoint
- Click Agreed
Triggers when a recipient accepted a clickwrap agreement.
Try ItTriggerInstant - Events to MonitorRequired
Try ItTriggerInstant- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerInstant- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerInstant
- Click Declined
Triggers when a recipient declined a clickwrap agreement.
Try ItTriggerInstant - Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerInstant- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerInstant- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerInstant
Related categories
Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.
Related categories
Related Zap Templates
- Update Microsoft SharePoint items when DocuSign envelope status changes
- Send envelopes using templates in DocuSign when new list items are added in Microsoft SharePoint
- Upload files to Microsoft SharePoint when envelopes are completed in Docusign
- Add VAT numbers validated by VATFix for new signed DocuSign agreements as SharePoint list items






