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  • Trello logoTrello logo

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.

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.

  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...
    TrelloTrello
    Find Card

    Finds a card in your Trello organization by name, given a specified board and list. Does not search archived cards.

    ActionSearch
  3. then do this!
    TrelloTrello
    Update Card

    Update a card's name, description, due date, or position in list.

    ActionWrite
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About DocuSign

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