1.Detect envelope created or updated
Integrate Docusign to watch for new envelope events and capture the envelope identifier to route signed-status updates.
Set contract status on task records from signed documents
Automatically monitor Docusign envelope events across HubSpot custom objects. Get task status updates and signed envelope references when envelope created, envelope updated, or envelope status changesβso you can sync task status, add signed links, and create task records without manual reconciliation.
How this automation protects task status accuracy
When signed envelope events arrive, delays can stall contract handoffs and create duplicate work. This automation finds matching task records, filters to terminal statuses, and updates or creates recordsβso your team can act on signed documents fast.
Docusignor swap with your favorite app
2.Find matching task record
Integrate HubSpot and CRM data tools to search for the legal task custom object using the envelope identifier to return the first match.
HubSpotor swap with your favorite app
3.Continue for terminal statuses
Integrate Filter by Zapier and status rules to check envelope status values and continue only for final signing states to proceed updates.
Filter by Zapieror swap with your favorite app
4.Update task status fields
Integrate HubSpot and CRM record updates to map envelope status to the task status property and set signed envelope references to keep records current.
5.Create task record for no-match
Integrate HubSpot and CRM record creation tools to create a new custom object when no match is found and the envelope is final signed to capture submission fields.
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Step 1
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