Docusign + Microsoft SharePoint

Upload files to Microsoft SharePoint whenever envelopes are updated in DocuSign

Streamline your document management process with this efficient workflow that seamlessly connects DocuSign and Microsoft SharePoint. Whenever there's an update in the status of an envelope in DocuSign, this setup instantly uploads a corresponding file to SharePoint, saving time and eliminating manual data entry. This ensures that all your important documents are easily accessible, organized, and up-to-date in SharePoint, enhancing your overall productivity.

Streamline your document management process with this efficient workflow that seamlessly connects DocuSign and Microsoft SharePoint. Whenever there's an update in the status of an envelope in DocuSign, this setup instantly uploads a corresponding file to SharePoint, saving time and eliminating manual data entry. This ensures that all your important documents are easily accessible, organized, and up-to-date in SharePoint, enhancing your overall productivity.

  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!
    Microsoft SharePointMicrosoft SharePoint
    Upload a File

    Uploads a file.

    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
    • Warning Text

    • Add certificate of completion

    • Include documents

    • Include recipients

    • Include custom fields

    • Include form data

    Trigger
    Instant
    Try It
    • Warning Text

    • Add certificate of completion

    • Include documents

    • Include recipients

    • Include custom fields

    • Include form data

    Trigger
    Instant
    Try It
    • Warning Text

    • Add certificate of completion

    • Include documents

    • Include recipients

    • Include custom fields

    • Include form data

    Trigger
    Instant
    Try It
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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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sharepoint logo
sharepoint logo

About Microsoft SharePoint

Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.

Related categories

  • Microsoft
  • Team Collaboration