DocuSign + Todoist

Create tasks in Todoist when envelopes are sent in DocuSign

If you need to follow up after sending a contract, you won't want to forget about that! Use this integration to create tasks in Todoist when contracts are sent in DocuSign and take the busy work out of your day.

When this happens...
Envelope Sent or Completed
Triggers 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.
TriggerScheduled
automatically do this!
Create Task
Creates a new task.
ActionWrite

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Supported triggers and actions

What does this mean?

- Status
  Triggers on both sent and completed envelopes if no option selected.
- Download form data?
  Should this trigger pull in form data? To work, the Sending Setting "Allow sender to download form data" must be enabled for the account in Docusign here
Trigger
Scheduled
Try It
- Template IdRequired
- Email Subject
  Subject line of email. Overrides template setting
- Email Blurb
  Email message to recipient. Overrides template setting.
- Recipient Email
- Recipient Name
- Recipient Role
  Choose role as defined on template or use a custom value
Action
Write
- Api Docs Info
  API docs for DocuSign are located here https://developers.docusign.com/
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- ProjectRequired
Trigger
Scheduled
Try It
- ProjectRequired
- E-Mail AddressRequired
  The person to be invited to the project.
Action
Write

- TaskRequired
  Either search for an existing task, or "Use a Custom Value" and select the "Task ID" from a previous step.
- SectionRequired
  Destination Section. The Task becomes the last task in the section.
Action
Write
- ProjectRequired
  The project to add the comment to.
- CommentRequired
Action
Write

- Project
  The default is your inbox project.
- TitleRequired
- Note
  Use this to store additional extra text for this task. A note can be unlimited in size.
- Section
  Select any Section in any Project. Overrides Project field if the selected Section is not in the selected Project.
- Assigned To
  Assign this task to the selected person.
- Due Date (Human Formatted)
  Supports human readable dates like "today" or "next friday". Read full datetime help here. If you are passing along a date from another calendar or todo system, you might try Due Date (Raw Formatted) instead!
- Due Date (Raw Formatted)
  This is a field that will get interpreted directly before being sent to Todoist, best used when using a datetime value from another calendar or todo system!
- Priority
  The priority of the task (this is usually a number between 1 and 4).
- Labels
  Any labels to add to this new task.
Action
Write
- Owner
  Determines which App Extensions will appear in the dropdown below.
- App ExtensionRequired
Action
Write
- NameRequired
Action
Search
- Email AddressRequired
Action
Search
- NameRequired
Action
Search or write

New Folder
Triggers when a new folder is created.
Trigger
Scheduled
Try It
- Owner
  Determines which App Extensions will appear in the dropdown below.
- App ExtensionRequired
Action
Write
- Project
  Leave it blank if you want to get completed tasks from all your projects.
Trigger
Scheduled
Try It
New Project
Triggers when a new project is created.
Trigger
Scheduled
Try It
- TaskRequired
  Either search for a task, or select a task.
Action
Write
- TaskRequired
  The task to add the comment to.
- CommentRequired
Action
Write
- NameRequired
Action
Write
- TaskRequired
  Either search for an existing task, or "Use a Custom Value" and select the "Task ID" from a previous step.
- TitleRequired
- Assigned To
  Assign this task to the selected person.
- Due Date (Human Formatted)
  Supports human readable dates like "today" or "next friday". Read full datetime help here. If you are passing along a date from another calendar or todo system, you might try Due Date (Raw Formatted) instead!
- Due Date (Raw Formatted)
  This is a field that will get interpreted directly before being sent to Todoist, best used when using a datetime value from another calendar or todo system!
- Priority
  The priority of the task (this is usually a number between 1 and 4).
- Labels
  Any labels to add to this new task.
Action
Write
- Api Docs Info
  API docs for Todoist are located here https://developer.todoist.com/
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- NameRequired
  Only supports searching by name. More advanced searches - such as using Todoist filters - are not supported.
- Project
  Search for tasks within the selected project. If left blank, then all projects are searched.
Action
Search
- NameRequired
Action
Search or write
- NameRequired
  Only supports searching by name. More advanced searches - such as using Todoist filters - are not supported.
- Project
  The default is your inbox project.
- TitleRequired
- Note
  Use this to store additional extra text for this task. A note can be unlimited in size.
- Section
  Select any Section in any Project. Overrides Project field if the selected Section is not in the selected Project.
- Assigned To
  Assign this task to the selected person.
- Due Date (Human Formatted)
  Supports human readable dates like "today" or "next friday". Read full datetime help here. If you are passing along a date from another calendar or todo system, you might try Due Date (Raw Formatted) instead!
- Due Date (Raw Formatted)
  This is a field that will get interpreted directly before being sent to Todoist, best used when using a datetime value from another calendar or todo system!
- Priority
  The priority of the task (this is usually a number between 1 and 4).
- Labels
  Any labels to add to this new task.
Action
Search or write

About DocuSign

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

Related categories

Signatures

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About Todoist

Managing millions of tasks, Todoist is an online task management app and todo list. It has Web, iPhone, Android, Chrome, Firefox, Outlook flavors (and more!).

Learn more

Related categories

Task Management

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Project Management

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Google, Task Management

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DocuSign + Todoist

Create tasks in Todoist when envelopes are sent in DocuSign

Envelope Sent or Completed

Status

Download form data?

Create Signature Request

Template IdRequired

Email Subject

Email Blurb

Recipient Email

Recipient Name

Recipient Role

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

New Incomplete Task

ProjectRequired

Invite User to Project

ProjectRequired

E-Mail AddressRequired

Move Task to Section

TaskRequired

SectionRequired

Add Comment to Project

ProjectRequired

CommentRequired

Create Task

Project

TitleRequired

Note

Section

Assigned To

Due Date (Human Formatted)

Due Date (Raw Formatted)

Priority

Labels

App Extensions (Beta)

Owner

App ExtensionRequired

Find Project

NameRequired

Find User

Email AddressRequired

Find or Create project.

NameRequired

New Folder

App Extensions (Beta)

Owner

App ExtensionRequired

New Completed Task

Project

New Project

Mark Task as Completed

TaskRequired

Add Comment to Task

TaskRequired

CommentRequired

Create Project

NameRequired

Update Task

TaskRequired

TitleRequired

Assigned To

Due Date (Human Formatted)

Due Date (Raw Formatted)

Priority

Labels

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body