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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.

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.

  1. When this happens...
    DocuSignDocuSign
    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
  2. automatically do this!
    TodoistTodoist
    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
  • DocuSign triggers, actions, and search

    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
docusign logo
docusign logo

About DocuSign

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

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  • Signatures

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todoist logo
todoist logo

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

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