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Docusign + Microsoft Teams

Send Microsoft Teams chat messages for newly completed DocuSign envelopes

Stay on top of document workflows with this automation that sends a message in Microsoft Teams whenever an envelope is sent or completed in DocuSign. With this time-saving solution, your team can be instantly notified in real-time, ensuring everyone is informed about the progress of important documents and agreements, and never miss an update. This seamless connection between DocuSign and Microsoft Teams streamlines communication and ensures your team stays in sync.

Stay on top of document workflows with this automation that sends a message in Microsoft Teams whenever an envelope is sent or completed in DocuSign. With this time-saving solution, your team can be instantly notified in real-time, ensuring everyone is informed about the progress of important documents and agreements, and never miss an update. This seamless connection between DocuSign and Microsoft Teams streamlines communication and ensures your team stays in sync.

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

    Triggers when an envelope is sent, completed, 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. Zapier will only fetch data and documents for envelope types that have been selected.

    TriggerScheduled
  2. automatically do this!
    Microsoft TeamsMicrosoft Teams
    Send Chat Message

    Sends a message in an existing chat.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Status

    • Add certificate of completion?

    • Download form data?

    Trigger
    Scheduled
    Try It
    • DocumentRequired

    • Apply template ID?

    • Brand ID

    • Email Subject

    • Email Body

    Action
    Write
    • TemplateRequired

    • Email Subject

    • Email Blurb

    • Recipient Email

    • Recipient Name

    • Recipient Role

    Action
    Write
    • TeamRequired

    Trigger
    Scheduled
    Try It
  • Docusign triggers, actions, and search

    New Folder

    Triggers when a new folder is created.

    Trigger
    Scheduled
    Try It
    • Template ID

    • Brand ID

    • Email Subject

    • Email Body

    Action
    Write
    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
    • TeamRequired

    • ChannelRequired

    • Member

    • Highlight Word

    Trigger
    Scheduled
    Try It
docusign logo

About Docusign

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

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  • Signatures

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microsoft-teams logo

About Microsoft Teams

Microsoft Teams is the hub for teamwork in Office 365 that integrates all the people, content, and tools your team needs to be more engaged and effective.

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