ClickUp + Docusign

Create tasks in ClickUp for newly sent or completed DocuSign envelopes

Stay on top of your document workflow with this efficient automation. When an envelope is sent or completed in DocuSign, a new task will be created in ClickUp to keep your team informed and organized. Streamline your process and ensure that important updates are never missed again.

Stay on top of your document workflow with this efficient automation. When an envelope is sent or completed in DocuSign, a new task will be created in ClickUp to keep your team informed and organized. Streamline your process and ensure that important updates are never missed again.

  1. When this happens...
    DocusignDocusign
    Envelope Status Updated

    Triggers when an envelope is sent, completed, signed, voided, or declined. 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. Some data may be unavailable if you do not have full access to the envelope.

    TriggerPolling
  2. automatically do this!
    ClickUpClickUp
    Create Task

    Creates a new task.

    ActionWrite
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Supported triggers and actions

  • 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
clickup logo
clickup logo

About ClickUp

ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.
Learn more

Related categories

  • Project Management

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docusign logo
docusign logo

About Docusign

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

Related categories

  • Signatures

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