DocuSign + Trello

Update cards in Trello when envelopes are sent in DocuSign

Do you keep track of your contract statuses in Trello? Use this integration to automatically update cards in Trello when envelopes are sent in DocuSign. Move the card to a new list, change the due date, and more.

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...
Find Card
Finds a card in your Trello organization by name, given a specified board and list. Does not search archived cards.
ActionSearch
then do this!
Update Card
Update a card's name, description, due date, or position in list.
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
- Board
  Choosing a board will trigger on all new cards on that board.
- List
  Requires a board to be selected.
- Filter
Trigger
Scheduled
Try It
- Board
  If you do not select a board, only activities performed by you will trigger the zap. If you choose a board, activities on all cards on that board will trigger the zap, including cards you are not a member of.
- List
  Further filter activity by list. Requires a board to be selected.
- Card
Trigger
Scheduled
Try It

- BoardRequired
- ListRequired
  List where the card was moved to.
- Card
Trigger
Instant
Try It
- BoardRequired
- CardRequired
Trigger
Instant
Try It

- BoardRequired
Trigger
Scheduled
Try It
- BoardRequired
Trigger
Scheduled
Try It
New Notification
Triggers when you get a new notification in Trello.
Trigger
Scheduled
Try It
- Organization
- NameRequired
- DescriptionRequired
- Permission Level
  An Organization must be chosen if the "organization" option is chosen.
- Allow Any Team Member to Join This Board?
  Choose "Yes" to allow any team member to join this board without being invited (only applicable to team boards). To apply this setting, the "Permission Level" field can't be blank or set to Private.
Action
Write
- Board
  Pick a board that contains the card you want to archive.
- List
  Filter cards below by list. Requires a board to be selected.
- CardRequired
  Pick the card to archive.
Action
Write
- BoardRequired
  Pick a board that contains the label you want to add.
- LabelRequired
  Requires a board to be selected.
- List
  Filter cards below by list. Requires a board to be selected.
- CardRequired
  Pick the card to add the label to.
Action
Write
- BoardRequired
  Pick a board that contains the card you want to add members to.
- Member(s)Required
  Requires a board to be selected.
- List
  Filter cards below by list. Requires a board to be selected.
- CardRequired
  Pick the card to add members to.
Action
Write
- Board
  Pick a board that contains the card you want to add the checklist to.
- List
  Filter cards below by list. Requires a board to be selected.
- CardRequired
  Pick the card to add the checklist to.
- Checklist NameRequired
- Checklist to Copy
  Requires a board to be picked.
- Checklist Items
  If you're copying a checklist, these will be added after its items.
- Checklist Position
  You can choose a specific number if you want.
Action
Write
- Board
  Filter cards below by board.
- List
  Filter cards below by list. Requires a board to be selected.
- CardRequired
- Comment TextRequired
Action
Write
- BoardRequired
  Choose a board to copy.
- NameRequired
  Enter the name of your new board.
- Organization
  Add the board to an organization (it'll be in your Personal Boards if left blank).
- Permission Level
  An Organization must be chosen if the "organization" option is chosen.
- Allow Any Team Member to Join This Board?
  Choose "Yes" to allow any team member to join this board without being invited (only applicable to team boards). To apply this setting, the "Permission Level" field can't be blank or set to Private.
Action
Write
- BoardRequired
  Pick a board to add the label to.
- Label NameRequired
- Color
  Pick a color for the label.
Action
Write
- BoardRequired
  Pick a board that contains the card you want to remove the label from.
- List
  Filter cards below by list. Requires a board to be selected.
- CardRequired
  Pick the card to remove the label from.
- LabelRequired
  Requires a board to be selected.
Action
Write
- BoardRequired
- List NameRequired
Action
Search
- BoardRequired
  Pick a board that contains checklist you're looking for.
- List
  Filter cards below by list. Requires a board to be selected.
- CardRequired
  Pick the card that contains the checklist you're looking for.
- ChecklistRequired
  Pick the checklist that contains the checklist item you're looking for.
- SearchRequired
  Search by matching Checklist Item Name.
Action
Search
- Organization
- Board
- List
- Card NameRequired
Action
Search
- BoardRequired
  Pick a board to add the label to.
- Label NameRequired
- Color
  Pick a color for the label.
Action
Search or write
- BoardRequired
  Pick a board that contains the card you want to add the checklist to.
- List
  Filter cards below by list. Requires a board to be selected.
- CardRequired
  Pick the card to add the checklist to.
- SearchRequired
  Search by matching Checklist Name.
- Checklist NameRequired
- Checklist to Copy
  Requires a board to be picked.
- Checklist Items
  If you're copying a checklist, these will be added after its items.
- Checklist Position
  You can choose a specific number if you want.
Action
Search or write
- Organization
- BoardRequired
- ListRequired
- Card NameRequired
- Description
  Trello uses Markdown formatting syntax.
- Label
  Pick a color label to apply to the card.
- Custom Labels
  Type names for custom labels (non-existing will be created).
- Card Position
  You can choose a specific number if you want.
- Member
  Requires a board to be selected.
- Due Date
- File Attachments
  Use a comma to separate multiple files.
- URL Attachments
  Use a comma to separate multiple URLs.
- Checklist Name
  Leave this blank if you don't want to add a checklist.
- Checklist Items
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
New Board
Triggers when a new board is added.
Trigger
Scheduled
Try It
- Board
  If you do not select a board, only activities performed by you will trigger the zap. If you choose a board, activities on all cards on that board will trigger the zap, including cards you are not a member of.
- List
  Further filter activity by list. Requires a board to be selected.
- Card
Trigger
Scheduled
Try It
- ActivityRequired
  Only trigger for this type of activity/action.
Trigger
Instant
Try It
- Board
  Choosing a board will trigger only for cards due on that board.
- Time Before
  How far before the due time do you want us to trigger? Note: The Trello API requires ~60 seconds for updates on cards to appear.
- Time Before (Unit)
- Status
- Only cards where you're a member?
Trigger
Scheduled
Try It
- BoardRequired
  Only trigger for new checklists in this board.
Trigger
Scheduled
Try It
- BoardRequired
- Label
Trigger
Instant
Try It
- BoardRequired
Trigger
Scheduled
Try It
- BoardRequired
  Pick a board that contains the card with the checklist you want to add an item to.
- List
  Filter cards below by list. Requires a board to be selected.
- CardRequired
  Pick the card with the checklist you want to add an item to.
- ChecklistRequired
  Pick the checklist you want to add an item to.
- Checklist Item NameRequired
- Checklist Item Position
  You can choose a specific number if you want.
Action
Write
- BoardRequired
- ListRequired
- NameRequired
- Description
  Trello uses Markdown formatting syntax.
- Label
  Pick a color label to apply to the card.
- Custom Labels
  Type names for custom labels (non-existing will be created).
- Card Position
  You can choose a specific number if you want.
- Member
  Requires a board to be selected.
- Due Date
- File Attachments
  Use a comma to separate multiple files.
- URL Attachments
  Use a comma to separate multiple URLs.
- Checklist Name
  Leave this blank if you don't want to add a checklist.
- Checklist Items
Action
Write
- Board
  Pick a board that contains the card you want to add an attachment to.
- List
  Filter cards below by list. Requires a board to be selected.
- CardRequired
  Pick the card to add the attachment to.
- File Attachments
  Use a comma to separate multiple files.
- URL Attachments
  Use a comma to separate multiple URLs.
Action
Write
- BoardRequired
  Pick a board that contains the card you want to move.
- From List
  Filter cards below by list. Requires a board to be selected.
- CardRequired
  Pick the card to move.
- To Board
  Pick the board that has the list you would like the card to move to. Defaults to the board the card is currently in.
- To ListRequired
  Pick the list to move the card to.
Action
Write
- Board
  Pick a board that contains the card you want to update. A board must be selected if you want custom fields to be shown as options below.
- List
  Filter cards below by list. Requires a board to be selected.
- CardRequired
  Pick the card to update.
- Card Name
  Leave this blank if you do not want to update the name.
- Card Description
  Leave this blank if you do not want to update the description. Trello uses Markdown formatting syntax.
- Card Due Date
  Leave this blank if you do not want to update the due date.
- Due Complete
- Card Position
  Leave this blank if you do not want to update the position. Pick the position of the card in the list (can be top, bottom, or a positive number)
Action
Write
- BoardRequired
  Choose a board to close.
Action
Write
- BoardRequired
  Pick a board that contains the card with the checklist item you want to complete.
- List
  Filter cards below by list. Requires a board to be selected.
- CardRequired
  Pick the card with the checklist item you want to complete.
- ChecklistRequired
  Pick the checklist which has the item you want to complete.
- Checklist ItemRequired
  Pick the checklist item you want to complete.
Action
Write
- Board
  Pick a board that contains the card with the checklist you want to add an item to.
- List
  Filter cards below by list. Requires a board to be selected.
- Card
  Pick the card with the checklist you want to add an item to.
- ChecklistRequired
  Pick the checklist you want to add an item to.
Action
Write
- BoardRequired
- NameRequired
Action
Write
- BoardRequired
- Label NameRequired
Action
Search
- BoardRequired
  Pick a board that contains checklist you're looking for.
- List
  Filter cards below by list. Requires a board to be selected.
- Card
  Pick the card that contains the checklist you're looking for.
- SearchRequired
  Search by matching Checklist Name.
Action
Search
- OrganizationRequired
- Board NameRequired
Action
Search
- OrganizationRequired
- Member NameRequired
Action
Search
- BoardRequired
- List NameRequired
Action
Search or write
- OrganizationRequired
- Board NameRequired
- DescriptionRequired
- Permission Level
  An Organization must be chosen if the "organization" option is chosen.
- Allow Any Team Member to Join This Board?
  Choose "Yes" to allow any team member to join this board without being invited (only applicable to team boards). To apply this setting, the "Permission Level" field can't be blank or set to Private.
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 Trello

Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.

Learn more

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Project Management

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DocuSign + Trello

Update cards in Trello 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 Card

Board

List

Filter

New Comment in Card

Board

List

Card

Card Moved to List

BoardRequired

ListRequired

Card

Card Updated

BoardRequired

CardRequired

New Label

BoardRequired

New List

BoardRequired

New Notification

Create Board

Organization

NameRequired

DescriptionRequired

Permission Level

Allow Any Team Member to Join This Board?

Archive Card

Board

List

CardRequired

Add Label to Card

BoardRequired

LabelRequired

List

CardRequired

Add Members to Card

BoardRequired

Member(s)Required

List

CardRequired

Add Checklist to Card

Board

List

CardRequired

Checklist NameRequired

Checklist to Copy

Checklist Items

Checklist Position

Create Comment

Board

List

CardRequired

Comment TextRequired

Copy Board

BoardRequired

NameRequired

Organization

Permission Level

Allow Any Team Member to Join This Board?

Create Label