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.
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 + DocuSignSend Envelope in DocuSign when New Folder is created in ClickUp Read More...
ClickUp + DocuSignCreate Signature Request to DocuSign from New Folder in ClickUp Read More...
It's easy to connect DocuSign + ClickUp without coding knowledge. Start creating your own business flow.
Triggers when new folders are created.
Triggers when new lists are created.
Triggers when tasks are added.
Triggers when tasks updated.
Create Signature Request
To Creates a new folder
Creates a new list
Creates a new subtask
Creates a new task.
Add a checklist to a task
Post a comment to a task
Updates an existing task.
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.
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