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Set up your first integration
Quickly connect ClickUp to Docusign with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate ClickUp with Docusign - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Message Posted to Channel" from ClickUp.
Add your action
An action happens after the trigger—such as "Add to Bulk Send List" in Docusign.
You’re connected!
Zapier seamlessly connects ClickUp and Docusign, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
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Practical ways you can use ClickUp and Docusign
Send completed Docusign envelopes to ClickUp tasks
When a Docusign envelope is completed, Zapier can create a corresponding task in ClickUp to track follow-ups or next steps. This integration helps keep signed documents organized and ensures the right actions are taken promptly to avoid delays.
Business OwnerSend Docusign envelope completion notifications to ClickUp
When a recipient completes a Docusign envelope, Zapier can create a task in ClickUp. This helps marketing teams keep track of agreements and approvals, ensuring campaigns or promotions proceed without delays.
Marketing & Marketing OpsCreate ClickUp tasks for new Docusign templates
When a new Docusign template is created, Zapier can automatically generate a ClickUp task. This ensures project managers can efficiently track the development and approval process of critical document templates, improving workflow visibility.
Project ManagementLearn how to automate ClickUp on the Zapier blog
Learn how to automate Docusign on the Zapier blog
Frequently Asked Questions about ClickUp + Docusign integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with ClickUp and Docusign
How do I integrate ClickUp with Docusign?
You can integrate ClickUp with Docusign using automation tools like Zapier, where you set up 'Zaps' that connect the two platforms. This involves creating triggers and actions — for example, when a new task is created in ClickUp, the action can be set to send a document via Docusign.
What triggers can I use with ClickUp and Docusign integration?
Common triggers for integrating ClickUp and Docusign include new tasks or task status changes in ClickUp. For example, when a task's status changes to 'Ready for Review', it can trigger a document sending action in Docusign.
Can I automatically update a task in ClickUp when a Docusign document is signed?
Yes, by setting up an appropriate action in our integration tool. When a document is completed and signed in Docusign, you can automate updates to match the task status or add comments in ClickUp.
Is it possible to attach signed documents from Docusign back into ClickUp tasks?
Absolutely. You can configure the integration so that once a document is signed via Docusign, it automatically uploads as an attachment to the relevant task in ClickUp.
What happens if the connection between ClickUp and Docusign fails?
In case of any failures or errors during integration processes like document submission or trigger actions, we recommend checking your Zap history. This will help identify where it failed so you can re-run or adjust as needed.
Can I customize which details get sent from ClickUp to populate my documents in Docusign?
Yes, during the setup of your integration actions, you can specify which fields and data from your tasks should map into your Docusign templates ensuring only relevant information is used.
How secure is the integration between ClickUp and Docusign?
Both platforms adhere to industry-standard security practices. While our integrations ensure data processing follows these protocols, it's important users also manage their API keys securely within the chosen integration tool.
