Docusign + SuiteDash

Create new SuiteDash projects from new DocuSign folders

With this handy workflow, your project management process is simplified. As soon as a new folder is established in DocuSign, an associated project is created in SuiteDash. This ensures uniformity between platforms and significantly minimizes manual data input, providing a clear and efficient solution for cross-platform project synchronization.

When this happens...
New Folder
Triggers when a new folder is created.
TriggerScheduled
automatically do this!
Create Project
Creates a new project.
ActionWrite

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Supported triggers and actions

What does this mean?

- Status
- Add certificate of completion?
- Download form data?
Trigger
Scheduled
Try It
- DocumentRequired
- Apply template ID?
- Brand ID
- Email Subject
- Email Body
Action
Write
- Template IdRequired
- Email Subject
- Email Blurb
- Recipient Email
- Recipient Name
- Recipient Role
Action
Write
New Company
Triggers when a new company is created.
Trigger
Scheduled
Try It
New Project
Triggers when a new project is created.
Trigger
Scheduled
Try It

- Type
- StatusRequired
- PriorityRequired
- Project
- Assign User
- Task TitleRequired
- Estimated Time Required (Hours)
- Total Time Spent (Hours)
- Task Description
- Due Date
- Tags
Action
Write
- Project Template
- Project Status
- Users Assigned to the Project
- Assigned ClientRequired
- Project NameRequired
- Estimated Completion DateRequired
- Project Description
- Estimated Value
- Currency
- Project Leader
- Set Estimated Time/Time Spent As
Action
Write

- Update CompanyRequired
- Company Name
- Category
- Primary Phone
- Work Email
- Home Email
- Im
- Website
- Physical Address
- Background Info
- Work Phone
- Shop Phone
- Home Phone
- Tags
Action
Write
- Update ProjectRequired
- Users Assigned to the Project
- Assigned Client
- Project Name
- Project Description
- Project Status
- Estimated Value
- Currency
- Project Leader
- Set Estimated Time/Time Spent As
- Estimated Completion Date
Action
Write
- NameRequired
Action
Search
- NameRequired
Action
Search
- NameRequired
Action
Search

New Folder
Triggers when a new folder is created.
Trigger
Scheduled
Try It
- Template ID
- Brand ID
- Email Subject
- Email Body
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
New Task
Triggers when a new task is created.
Trigger
Scheduled
Try It
- Company NameRequired
- Category
- Primary Phone
- Work Email
- Home Email
- Im
- Website
- Physical Address
- Background Info
- Work Phone
- Shop Phone
- Home Phone
- Tags
- Associated Contacts
- Role
- First Name
- Last Name
- Primary Email
Action
Write
- RoleRequired
- First NameRequired
- Last NameRequired
- Primary EmailRequired
- Company
- Create Company if No Exact Match
- On-Boarding FLOW
- Folder Generator
- User Timezone
- Coordinator
- Assign Circle
- Event Generator
- Audience
- Schedules
- Project Generators
- Tags
- Physical Address
- Address Line 1
- Address Line 2
- City
- State / Province
- ZIP / Postal Code
- Country
- Work Email
- Home Email
- Background Info
- Job Title
- Primary Phone
- Work Phone
- Shop Phone
- Home Phone
- Website
- Send Email to Coordinator
- Send Portal Access Invitation
- Amount
- Title
- Currency
- Plan
Action
Write
- Update ContactRequired
- Email
- First Name
- Last Name
- User Timezone
- Coordinator
- Assign Circle
- Tags
- Physical Address
- Address Line 1
- Address Line 2
- City
- State / Province
- ZIP / Postal Code
- Country
- Work Email
- Home Email
- Background Info
- Job Title
- Primary Phone
- Work Phone
- Shop Phone
- Home Phone
- Website
Action
Write
- Update TaskRequired
- StatusRequired
- PriorityRequired
- Task TitleRequired
- Project
- Type
- Assign User
- Estimated Time Required (Hours)
- Total Time Spent (Hours)
- Task Description
- Due Date
- Tags
Action
Write
- NameRequired
Action
Search
- NameRequired
Action
Search

About Docusign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.

Help

Related categories

Signatures

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About SuiteDash

SuiteDash is a multi-tool business management platform that enables collaboration & communication both with your team, and with your clients.

Help

Related categories

Project Management

PRODUCTS

CAPABILITIES

By team

Docusign + SuiteDash

Create new SuiteDash projects from new DocuSign folders

Envelope Status Updated

Status

Add certificate of completion?

Download form data?

Send Envelope Using Document

Apply template ID?

Brand ID

Email Subject

Email Body

Create Signature Request

Template IdRequired

Email Subject

Email Blurb

Recipient Email

Recipient Name

Recipient Role

New Company

New Project

Create Task

Type

StatusRequired

PriorityRequired

Project

Assign User

Task TitleRequired

Estimated Time Required (Hours)

Total Time Spent (Hours)

Task Description

Due Date

Tags

Create Project

Project Template

Project Status

Users Assigned to the Project

Assigned ClientRequired

Project NameRequired

Estimated Completion DateRequired

Project Description

Estimated Value

Currency

Project Leader

Set Estimated Time/Time Spent As

Update Company

Update CompanyRequired

Company Name

Category

Primary Phone

Work Email

Home Email

Im

Website

Physical Address

Background Info

Work Phone

Shop Phone

Home Phone

Tags

Update Project

Update ProjectRequired

Users Assigned to the Project

Assigned Client

Project Name

Project Description

Project Status

Estimated Value

Currency

Project Leader

Set Estimated Time/Time Spent As

Estimated Completion Date

Find Company

NameRequired

Find Project

NameRequired

Find Staff

NameRequired