Docusign + Trello
Create Trello cards for new or completed DocuSign envelopes
Effortlessly manage your projects with this DocuSign and Trello integration. Whenever an envelope is sent or completed in DocuSign, a new card will be created in Trello, helping you seamlessly track the progress of your documents. Stay organized and enhance communication with your team by streamlining your document management process.
Effortlessly manage your projects with this DocuSign and Trello integration. Whenever an envelope is sent or completed in DocuSign, a new card will be created in Trello, helping you seamlessly track the progress of your documents. Stay organized and enhance communication with your team by streamlining your document management process.
- When this happens...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.
- automatically do this!Create Card
Triggers when a new card is added.
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