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Docusign
Docusign
1. Choose trigger event
Trello
Trello
2. Choose action
1. Select the event
Setup
Test
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.
Click Agreed
Triggers when a recipient accepted a clickwrap agreement.
Triggers when a signer completed the identity verification process for an eIDAS-compliant Qualified Electronic Signature (QES), but the result is still pending.
Create a new record or update an existing record in your app.
Bulk List ID
Required
Template
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Template
Required
Email Subject
Email Blurb
Recipient Email
Recipient Name
Recipient Role
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Template Name
Required
Description
Email Subject
Email Message
Document
Document Name
Recipient Type
Delivery Method
Email
Phone Number
Name
Role Name
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Delete Document From Workspace (For IAM Plans)
Removes a document from a workspace permanently. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Brand ID
Email Subject
Email Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Envelope ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Template ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Find Documents in Workspace (For IAM Plans)
Lists and searches documents within a specific workspace. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Pause Workflow Instance (For IAM Plans)
Pauses a running workflow instance. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Trigger Workflow (For IAM Plans)
Triggers a Workflow Builder workflow. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
List Users in Workspace (For IAM Plans)
Lists all users in a workspace with their roles and permissions. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Restore Workspace User Access (For IAM Plans)
Restores a user's access to a workspace by re-adding them. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Template
Required
Render Template Tabs
Required
Email Subject
Email Blurb
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Template ID
Required
Template Name
Required
Description
Email Subject
Required
Email Message
Document
Required
Document Name
Recipient Type
Delivery Method
Email
Phone Number
Name
Role Name
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Envelope ID
Required
Void Reason
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Envelope with Base URL and Account ID Input
Create a Docusign envelope with essential custom fields, a document as a base64 file, template, and recipient details, using direct input fields for the base URL and account ID.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Envelope ID
Required
Include Certificate of Completion
Action
This is an event a Zap performs.
Search
Find existing data in your app
Envelope ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Workflow (For IAM Plans)
Finds Workflow Builder workflows that match the search criteria. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Workflow Instance (For IAM Plans)
Finds Workflow Builder instances for a specific workflow. Only available for Docusign IAM Plans.
Triggers when a decision has been made regarding the signer's identity verification check for an eIDAS-compliant Qualified Electronic Signature (QES) and they have been notified. If the signer's identity verification check resulted in a failure, the event message includes the specific error codes indicating why it was unsuccessful.
Uploads and adds a document to a workspace for organization and collaboration. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Add User to Workspace (For IAM Plans)
Adds a user to a workspace with specified permissions. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
List Name
Required
Role Name
Required
Name
Required
Email
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Envelope From Workspace (For IAM Plans)
Creates an envelope associated with the workspace. Envelope recipients will automatically be granted Participate access to the workspace. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Workspace (For IAM Plans)
Creates a new workspace for organizing documents, participants, and agreement workflows. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Envelope ID
Required
Document ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Template ID
Brand ID
Email Subject
Email Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Template Name
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Find Workspaces (For IAM Plans)
Searches for workspaces by name. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Cancel Workflow Instance (For IAM Plans)
Cancels a running workflow instance. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Resume Workflow Instance (For IAM Plans)
Resumes a paused workflow instance. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
List Envelopes in Workspace (For IAM Plans)
Lists all envelopes created from a workspace. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Webform
Required
Link Type
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Revoke Workspace User Access (For IAM Plans)
Removes a user's access to a workspace. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Bulk List ID
Required
Template
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update Workspace User (For IAM Plans)
Updates a user's role or status in a workspace. Only available for Docusign IAM Plans.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Envelope ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Envelope ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Envelope ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Agreement (For IAM Plans)
Finds Agreement Manager agreements that match the search criteria. Only available for Docusign IAM Plans.
Create a new record or update an existing record in your app.
Organization ID
Required
Name
Required
Description
Required
Permission Level
Allow Any Team Member to Join This Board?
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Board ID
List ID
Card ID
Required
File Attachments
URL Attachments
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Board ID
Required
From List ID
Card ID
Required
To Board ID
To List ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Board ID
List ID
Card ID
Required
Card Name
Card Description
Overwrite Description
Card Start Date
Card Due Date
Due Complete
Card Position
Card Closed
Cover Info
Card Color
Brightness
Attachment ID
URL
Size
Location Info
Coordinates
Address
Location
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Board ID
List ID
Card ID
Required
Checklist Name
Required
Checklist to Copy ID
Checklist Items
Checklist Position
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Board ID
List ID
Card ID
Required
Comment Text
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization ID
Required
Board ID
Required
Name
Required
Permission Level
Allow Any Team Member to Join This Board?
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Board ID
Required
Label Name
Required
Color
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Board ID
Required
List ID
Card ID
Required
Label ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Board ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Board ID
Required
List Name
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Card ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Checklist ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Checklist ID
Required
Checklist Item ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
List ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Organization ID
Required
Board Name
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Trello Query String
Required
Organization ID
Cards Limit
Action
This is an event a Zap performs.
Search
Find existing data in your app
Organization ID
Required
Member_name
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Board ID
Required
List Name
Required
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Organization ID
Required
Board Name
Required
Description
Required
Permission Level
Allow Any Team Member to Join This Board?
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Docusign and Trello with AI agents and code
Beyond Zap workflows. Call Docusign and Trello actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Docusign and Trello actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Document to Workspace (For IAM Plans)
Create Checklist Item in Card
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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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
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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.
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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.
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.
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.
About Docusign
Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
