?>

DocuSign + ClickUp Integrations

Appy Pie Connect allows you to automate multiple workflows between DocuSign and ClickUp

  • No code
  • No Credit Card
  • Lightning Fast Setup
About DocuSign

Docusign is cloud-based eSignature software with the most accurate and secure way to sign and send documents for business, legal, and medical use. Docusign is also used as a powerful workflow tool for eContracts, and e-invoicing.

About ClickUp

ClickUp is a cloud-based collaboration and project management platform that allows you to manage your work and personal tasks in an efficient way. From assigning tasks, to holding discussions, to creating milestones and tracking timesheets for individual or shared projects, ClickUp delivers the right features in an intuitive interface.

ClickUp Integrations
ClickUp Alternatives

Looking for the ClickUp Alternatives? Here is the list of top ClickUp Alternatives

  • Trello Trello
  • Todoist Todoist
  • Asana Asana
  • Microsoft To-Do Microsoft To-Do

Best ways to Integrate DocuSign + ClickUp

  • DocuSign DocuSign

    ClickUp + DocuSign

    Send Envelope in DocuSign when New Folder is created in ClickUp Read More...
    Close
    When this happens...
    DocuSign New Folder
     
    Then do this...
    DocuSign Send Envelope
  • DocuSign DocuSign

    ClickUp + DocuSign

    Create Signature Request to DocuSign from New Folder in ClickUp Read More...
    Close
    When this happens...
    DocuSign New Folder
     
    Then do this...
    DocuSign Create Signature Request
  • DocuSign DocuSign

    ClickUp + DocuSign

    Send Envelope in DocuSign when New List is created in ClickUp Read More...
    Close
    When this happens...
    DocuSign New List
     
    Then do this...
    DocuSign Send Envelope
  • DocuSign DocuSign

    ClickUp + DocuSign

    Create Signature Request to DocuSign from New List in ClickUp Read More...
    Close
    When this happens...
    DocuSign New List
     
    Then do this...
    DocuSign Create Signature Request
  • DocuSign DocuSign

    ClickUp + DocuSign

    Send Envelope in DocuSign when New Task is created in ClickUp Read More...
    Close
    When this happens...
    DocuSign New Task
     
    Then do this...
    DocuSign Send Envelope
  • DocuSign {{item.actionAppName}}

    DocuSign + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect DocuSign + ClickUp in easier way

It's easy to connect DocuSign + ClickUp without coding knowledge. Start creating your own business flow.

    Triggers
  • New Update Envelope

    Trigger when a status of the envelope changed.

  • New Folder

    Triggers when new folders are created.

  • New List

    Triggers when new lists are created.

  • New Task

    Triggers when tasks are added.

  • Updated Task

    Triggers when tasks updated.

    Actions
  • Create Signature Request

    Create Signature Request

  • Send Envelope

    Send Envelope

  • Create Folder

    To Creates a new folder

  • Create List

    Creates a new list

  • Create Subtask

    Creates a new subtask

  • Create Task

    Creates a new task.

  • New Checklist

    Add a checklist to a task

  • Post a Task Comment

    Post a comment to a task

  • Update Task

    Updates an existing task.

How DocuSign & ClickUp Integrations Work

  1. Step 1: Choose DocuSign as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick ClickUp as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from DocuSign to ClickUp.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of DocuSign and ClickUp

The purpose of this article is to introduce DocuSign and ClickUp, two cloud-based software products created in 2014 and 2015 respectively. It will explain how they work and give an overview of the benefits they provide for businesses.

DocuSign was founded by Daniel Saks, at the time a professor at the University of California, Berkeley, in 2001. He was inspired by his students who had to manually sign documents for business deals. This was a tedious task that took up much time. Saks wanted to change that and create a spution. In 2003, he created DocuSign, which allows the signing of documents electronically. DocuSign’s main goal was to get rid of paper documents, but it also has an added benefit of streamlining business processes. For example, if a company is acquiring another company, there will be many contracts that need to be signed. Rather than having everyone sign on paper, you can send over all the documents to them and let them sign on their computer or mobile device.

In 2014, DocuSign merged with Axosoft, a software company that specializes in cplaboration software. The merger allowed DocuSign to expand its offerings beyond simply e-signature software; DocuSign now offers a suite of productivity tops that help teams better cplaborate and work together. They include tasks management software, file sharing software and conversation tracking software. This makes DocuSign more attractive to business customers because it gives them more functionality than simple e-signature software provides.

ClickUp is a task management software that allows people to manage and organize their work tasks on the cloud. Founded in 2015 by Vlad Magdalin and Eyal Ronen, the company is based in New York City and has offices in Tel Aviv and Seattle. The main features of ClickUp are:

You can add multiple projects to your “ToDo list”

Every project contains different tasks organized into lists, sub-lists and sub-sub-lists

You can assign due dates and checklists to each task

You can delegate tasks to other team members

You can create templates to use as a basis for creating new tasks

You can mark tasks as complete or add notes to the task

You can create charts for past progress on your tasks

You can share your ToDo list with your team members via email or a link

You can set notifications for updates on tasks

Another feature of ClickUp is integrations with other cloud-based applications. You can integrate ClickUp with Google Calendar so you can view and edit any calendar event directly from your ToDo list. You can also integrate ClickUp with Slack so you can view your ToDo list directly from slack and comment on your tasks using slack commands. Along with these integrations, there are also integrations with other popular websites like Trello, Dropbox, Jira, GitHub and more. You can also search for other integrations online and add them yourself. This makes ClickUp’s integration capabilities one of its main strengths.

The process to integrate DocuSign and Chatter may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.