Skip to content

Connect Docusign and Trello to unlock the power of automation

  • No credit card required
  • Free forever for core features
  • 14-day trial for premium features and apps
Choose a Trigger
Choose an Action
Google Logo Start with Google for free

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Docusign with Trello - no code necessary. See how you can get setup in minutes.

100%
Help
Docusign logo
Docusign
Docusign logo
Docusign
1. Choose trigger event
Trello logo
Trello
Trello logo
Trello
2. Choose action
Docusign logo
1. Select the event
Setup
Test
Docusign logo
Docusign
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Click Agreed" from Docusign.

Add your action

An action happens after the trigger—such as "Create Checklist Item in Card" in Trello.

You’re connected!

Zapier seamlessly connects Docusign and Trello, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • Docusign triggers, actions, and search
    Click Agreed

    Triggers when a recipient accepted a clickwrap agreement.

    Trigger
    Instant
    Try It
    • Events to Monitor
      Required
    Trigger
    Instant
    Try It
  • Docusign triggers, actions, and search
    Envelope Corrected

    Triggers when an envelope is corrected.

    Trigger
    Instant
    Try It
  • Docusign triggers, actions, and search
    Click Declined

    Triggers when a recipient declined a clickwrap agreement.

    Trigger
    Instant
    Try It
  • Docusign triggers, actions, and search
    Envelope Completed

    Triggers when an envelope is completed.

    Trigger
    Instant
    Try It

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Best Est. ROI - Winter 2024
G2 Badge - Best Results - Winter 2024
G2 Badge - Most Implementable - Winter 2024
G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Docusign and Trello to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Learn how to automate Docusign on the Zapier blog

Learn how to automate Trello on the Zapier blog

Make work flow with AI

Level up your Docusign to Trello integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Illustration of AI enhancing Zapier workflows with automation and app integrations.

Frequently Asked Questions about Docusign + Trello integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Docusign and Trello

How can I integrate Docusign with Trello?

You can integrate Docusign with Trello using our platform by setting up triggers such as 'Envelope Sent or Completed' in Docusign to initiate actions like 'Create Card' on Trello. This allows you to automate card creation on your Trello board when an envelope is sent or completed in Docusign.

What are the key triggers available for the integration?

Key triggers for integrating Docusign with Trello include 'Envelope Sent', 'Envelope Completed', and 'Envelope Declined'. These triggers can be used to initiate various actions in Trello, such as creating or updating a card, adding members, and changing labels based on document status changes in Docusign.

Can I use custom fields from my Docusign documents to update Trello cards?

Yes, custom fields from your Docusign documents can be mapped to update specific fields in Trello cards. During the integration setup, you can define how these custom fields should correspond to elements within the Trello card like descriptions or checklist items.

What actions can be triggered in Trello from a completed envelope in Docusign?

When an envelope is marked as completed in Docusign, actions you can trigger in Trello include creating a new card, updating existing cards, moving a card between lists, and changing due dates according to your workflow needs.

How frequently does the sync happen between Docusign and Trello?

The frequency of sync between Docusign and Trello depends on the specifics of how you set up the integration. Typically, triggered actions occur shortly after events happen in Docusign; however, exact timing may vary slightly depending on the load and other factors.

Is it possible to automatically notify team members on Trello when a document needs attention from them based on its status in Docusign?

Yes, by using triggers like 'Envelope Needs Correction' or 'Envelope Declined', you can set up automations that notify team members by assigning them to relevant cards or sending alerts that pinpoint which documents require their input directly within Trello.

Are there any limitations when integrating multiple signers into my workflow using this integration?

While integrating multiple signers is supported, it’s important to ensure each signer’s action reflects accurately within your Trello workflow. For example, you might want separate cards for each signer’s task progression depending on different roles they have regarding agreement completions.

docusign logo
About Docusign
Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
Related categories
Similar apps
Dropbox Sign integrationsDropbox Sign integrations
Dropbox Sign
Signatures
SignNow integrationsSignNow integrations
SignNow
Signatures
RightSignature integrationsRightSignature integrations
RightSignature
Signatures
trello logo
About Trello
Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.
Related categories
Similar apps
Planview AgilePlace integrationsPlanview AgilePlace integrations
Planview AgilePlace
Project Management
Kanban Tool integrationsKanban Tool integrations
Kanban Tool
Project Management
MeisterTask integrationsMeisterTask integrations
MeisterTask
Project Management

Connect Docusign to Trello on the world's largest no-code automation platform

Google Logo Sign up with Google