ClickUp + Docusign integrations
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 this happens...Envelope Status UpdatedTriggers 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.
- automatically do this!Post AttachmentPost an attachment to a task.
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More things you can do with Docusign and ClickUp
Discover other triggers and actions you can use with Docusign and ClickUp
- Click Agreed
Triggers when a recipient accepted a clickwrap agreement.
Try ItTriggerInstant - Events to MonitorRequired
Try ItTriggerInstant- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerInstant- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerInstant
- Click Declined
Triggers when a recipient declined a clickwrap agreement.
Try ItTriggerInstant - Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerInstant- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerInstant- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerInstant
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Related categories
Related categories
Related Zap Templates
- Create tasks in ClickUp for newly sent or completed DocuSign envelopes
- Create DocuSign signature requests for new ClickUp tasks
- Create DocuSign signature requests for updated ClickUp tasks
- Update DocuSign api requests with new task changes from ClickUp
- Create signature requests in DocuSign for new folders in ClickUp
- Send new ClickUp tasks as envelopes using templates in DocuSign
- Send envelopes using templates in DocuSign when tasks change in ClickUp
- Send direct messages in ClickUp when envelope statuses are updated in Docusign
- Create tasks in ClickUp for completed envelopes in Docusign
- Create new tasks in ClickUp when recipients complete documents in Docusign
- Create Docusign signature requests when ClickUp tasks are updated
- Update and send Docusign envelopes when tasks change in ClickUp









