How to connect DocuSign + Todoist
Zapier lets you send info between DocuSign and Todoist automatically—no code required.
Popular DocuSign + Todoist workflows
- Create tasks in Todoist when envelopes are sent in DocuSign
Create tasks in Todoist when envelopes are sent in DocuSign
Connect your apps and automate workflows
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- Envelope Sent or CompletedTriggers when an envelope is sent or completed. 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.Trigger
- New FolderTriggers when a new folder is created.Trigger
- Create Signature RequestCreates a signature request.Action
- New Completed TaskTrigger
- New Incomplete TaskTriggers when you add an incomplete task to a project.Trigger
- New ProjectTriggers when a new project is created.Trigger
- Invite User to ProjectSends an e-mail to a person, inviting them to use one of your projects. .Action
- Mark Task as CompletedMarks a task as being completed.Action
- Todoist
Move a Task to a different Section.
Scheduled
Action
- Todoist
Adds a comment to a task (only available for Todoist Premium users).
Scheduled
Action
- Todoist
Adds a new comment to a project (only available for Todoist Premium users).
Scheduled
Action
- Todoist
Creates a new project.
Scheduled
Action
- Todoist
Creates a new task.
Scheduled
Action
- Todoist
Updates an existing task.
Scheduled
Action
- Todoist
Finds a project (by name/title).
Scheduled
Action
- Todoist
Finds a task.
Scheduled
Action
- Todoist
Searches for a user who is connected/shared with your account.
Scheduled
Action
- Todoist
Find or Create project.
Scheduled
Action
- Todoist
Find or Create project.
Scheduled
Action
- Todoist
Find or Create Item
Scheduled
Action
How DocuSign + Todoist Integrations Work
- Step 1: Authenticate DocuSign and Todoist.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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