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Docusign + Trello

Update cards in Trello when envelopes are sent in DocuSign

Do you keep track of your contract statuses in Trello? Use this integration to automatically update cards in Trello when envelopes are sent in DocuSign. Move the card to a new list, change the due date, and more.

Do you keep track of your contract statuses in Trello? Use this integration to automatically update cards in Trello when envelopes are sent in DocuSign. Move the card to a new list, change the due date, and more.

  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...
    TrelloTrello
    Find Card

    Finds a card in your Trello organization by name, given a specified board and list. Does not search archived cards.

    ActionSearch
  3. then do this!
    TrelloTrello
    Update Card

    Update a card's name, description, due date, or position in list.

    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
  • Trello triggers, actions, and search

    New Board

    Triggers when a new board is added.

    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
docusign logo

About Docusign

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

Related categories

  • Signatures

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trello logo

About Trello

Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.

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