ClickUp + Docusign

Post attachments in ClickUp when envelope status updates in Docusign

When a status update happens in your Docusign envelope, let this workflow do the task of posting an attachment in ClickUp for you. This easy integration helps keep your team up-to-date without manual checks or updates. Experience a streamlined document management that saves time, enhances efficiency, and ensures that all team members have access to the latest information right from ClickUp.

When a status update happens in your Docusign envelope, let this workflow do the task of posting an attachment in ClickUp for you. This easy integration helps keep your team up-to-date without manual checks or updates. Experience a streamlined document management that saves time, enhances efficiency, and ensures that all team members have access to the latest information right from ClickUp.

  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
    Post Attachment

    Post an attachment to a 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
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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

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  • 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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