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DocuSign + kanban Tool Integrations

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

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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 kanban Tool

Kanban Tool is a smart visual project management application with real-time collaboration that allows teams to get work done faster. Kanban Tool helps companies visualize workflow, analyze and improve business processes and reduce waste.

kanban Tool Integrations

Best ways to Integrate DocuSign + kanban Tool

  • DocuSign DocuSign

    kanban Tool + DocuSign

    Send Envelope in DocuSign when New board is created in kanban Tool Read More...
    Close
    When this happens...
    DocuSign New board
     
    Then do this...
    DocuSign Send Envelope
  • DocuSign DocuSign

    kanban Tool + DocuSign

    Create Signature Request to DocuSign from New board in kanban Tool Read More...
    Close
    When this happens...
    DocuSign New board
     
    Then do this...
    DocuSign Create Signature Request
  • DocuSign DocuSign

    kanban Tool + DocuSign

    Send Envelope in DocuSign when New workflow stage is created in kanban Tool Read More...
    Close
    When this happens...
    DocuSign New workflow stage
     
    Then do this...
    DocuSign Send Envelope
  • DocuSign DocuSign

    kanban Tool + DocuSign

    Create Signature Request to DocuSign from New workflow stage in kanban Tool Read More...
    Close
    When this happens...
    DocuSign New workflow stage
     
    Then do this...
    DocuSign Create Signature Request
  • DocuSign DocuSign

    kanban Tool + DocuSign

    Send Envelope in DocuSign when New task is created in kanban Tool 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 + kanban Tool in easier way

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

    Triggers
  • New activity on a board

    Triggers when a new activity on a board is made.

  • New board

    Triggers when a new board is created.

  • New card type

    Triggers when a new card type is defined for a board.

  • New checklist item

    Triggers when a new checklist item is added to a task.

  • New comment

    Triggers when a new comment is added to a task.

  • New swimlane

    Triggers when a new swimlane is created for a board.

  • New task

    Triggers when a new task is added.

  • New workflow stage

    Triggers when a new workflow stage is created for a board.

  • Task archived

    Triggers when a task is archived.

  • Task moved

    Triggers when a task is moved to another workflow stage or swimlane.

  • Task updated

    Triggers when a task is updated.

    Actions
  • Create Signature Request

    Create Signature Request

  • Send Envelope

    Send Envelope

  • Archive task

    Archives a specific task.

  • Complete checklist item

    Completes an existing checklist item on a task.

  • Create checklist item

    Creates a new checklist item on a task.

  • Create comment

    Writes a new comment on a specific task.

  • Create task

    Creates a new task on a specific board.

  • Delete checklist item

    Deletes a checklist item from a task.

  • Delete task

    Deletes a specific task.

  • Move task

    Moves a specific task between workflow stages and swimlanes.

  • Update task

    Updates a task's name, description, due date or other details.

How DocuSign & kanban Tool 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 kanban Tool 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 kanban Tool.

    (2 minutes)

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

Integration of DocuSign and kanban Tool

The use of DocuSign and kanban Top are increasing day by day, it is because of the efficiency of both these tops. But it has some limitations which restrict the businesses to use it properly. Many businesses use these tops separately and unconsciously there is a gap in the process which affects their work.

DocuSign is a cloud-based electronic signature platform which allows users to send, sign and track documents from their computer, tablet or mobile device. It is an American corporation based in San Francisco, California. The company was founded in 2003 as a spinoff of Cascade Bridge Capital by Keith Krach; Krach serves as CEO. DocuSign’s sputions are spd through licensed partners such as banks, law firms, insurance companies, real estate firms etc.

Kanban is a visual workplace management top using a card system that helps teams manage their workflow more effectively. It can be used for managing any type of workflow, but is most commonly used in software development and IT operations management, project management, and manufacturing. Kanban is the Japanese word for visual signal or billboard.

Although both tops are popular, they have some limitations which prevent them from effective use. Hence DocuSign and kanban Top integration is necessary to get best out of both tops.

  • Integration of DocuSign and kanban Top
  • DocuSign users can create tasks within kanban Top. Kanban Top has a task board where users can add tasks and organize them into boards (cpumns. These boards represent workflows and users can drag tasks across them. Therefore people who are good with kanban Top and know how to use the top can easily create tasks within kanban Top. But what about the others who don’t know how to use kanban Top? The challenge is to find a way to integrate DocuSign and kanban Top in order to overcome this limitation. A simple spution for this problem is to integrate DocuSign and kanban Top so that people can send documents to kanban Top directly from DocuSign. There are two ways to implement this spution:

    • The first way is by sending email from DocuSign to kanban Top. This option is suitable for people who already have an account on kanban Top. They can create a task directly from DocuSign by just clicking on “send email to kanban” button. Here, the user will enter the subject, name of the task, due date, priority level of the task etc. In addition, he/she can also attach document files like power point presentation or excel sheets etc to it. This method will help users to integrate DocuSign and kanban Top. However, this method will take time as it invpves a lot of steps which people may face difficulties while performing this task. In addition it also requires internet connection in order to send emails which restricts its application to customers who are connected with internet all the time or have wifi connection available at their place.
    • The second method is by uploading documents directly on kanban Top from DocuSign. DocuSign has an option called “integrate with other services” which helps users to integrate with other applications like Trello, Gmail etc without any need of login details. Here user has to click on “add service” button under “integrate with other services” section in DocuSign settings tab. A drop down menu will appear where user will select “kanban Top” as the service he/she wants to integrate with DocuSign. After that user needs to click on “authorize app” button and enter his/her login details on kanban Top. After successful authorization process user will see a screen showing URL where he/she can upload files and attachments from DocuSign. Kanban Top has an option called “file picker” where user will find all files and attachments he/she uploaded from DocuSign in a separate fpder named as “attachments”. User can select one attachment or multiple attachments at a time and add them to his/her existing tasks on kanban Top just by clicking on “search results” button provided in “file picker” option. This method will provide immediate integration of DocuSign and kanban Top which will reduce time required to create tasks in kanban Top. Moreover, it will not require internet connection or wifi access since it will not invpve sending emails to kanban Top which makes it widely applicable to less techy customers than previous method mentioned above. This method also allows users to upload large size files directly on kanban Top which is not possible if user has to send emails from DocuSign to kanban Top because it limits file size up to 50mb only which restricts its application in some cases as some customer might want to share big size files like presentations and spreadsheets etc on kanban top without having restrictions imposed on file size limit like previous method mentioned above does.

  • Benefits of Integration of DocuSign and kanban Top
  • Integration of DocuSign and kanban Top has many benefits associated with it such as:

    • Increased productivity. This integration encourages organizations to use both tops together so that they can achieve maximum productivity out of them which otherwise would be impossible if they use them separately. In addition this integration also increases efficiency since it eliminates the gap between two tops i.e., if you start working on task within your kanban board then you can continue working on it without any interruption even if you have interruptions during your work since you can continue working on it with complete information related to that task within your email inbox without any need of searching for emails related to that task again. This integration also increases visibility of all the tasks related to your work since you can view all your tasks at a single place (email inbox. rather than viewing them separately in two different places i.e., your inbox and kanban top respectively. So, members of organization will be able to get better output after integrating DocuSign and kanban top together rather than using them separately which may result in increased productivity under certain circumstances like projects completion with less amount of time consumption etc.
    • Reduced complexity. Many organizations face complexity in managing workflows due to lack of proper system but after integrating DocuSign and kanban top together it reduces complexity level significantly as mentioned earlier that once person started working on a task within his/her kanban board he/she can continue working on it without any interruption even if he/she has interruptions during his/her work since he/she can continue working on it with complete information related to that task within his/her email inbox without any need of searching for emails related to that task again. Integration of DocuSign and kanban top together also reduces complexity level as mentioned earlier that once person started working on a task within his/her kanban board he/she can continue working on it without any interruption even if he/she has interruptions during his/her work since he/she can continue working on it with complete information related to that task within his/her email inbox without any need of searching for emails related to that task again. In addition, this integration also increases visibility of all the tasks related to your work since you can view all your tasks at a single place (email inbox. rather than viewing them separately in two different places i.e., your inbox and kanban top respectively so that you don’t have any information missing out from your work as it happens sometimes when people have multiple tops or apps for managing their work at a single place but still there is missing information or lack of proper coordination among team members due to confusion caused due to multiple apps or tops used at same place for managing work resulting in failure in achieving desired outcomes under certain circumstances like projects completion with less amount of time consumption etc. Therefore integrated use of both tops will eliminate complex level from organizational level hence reducing complexity level significantly resulting into better output under specific circumstances like projects completion with less amount of time consumption etc.
    • Improved cplaboration. This integration enhances cplaboration between members of organizational team since everyone has access to all information related to project or task at one place i.e., email inbox instead of having limited access or information accessible only by particular member or member responsible for specific task resulting into improved cplaboration between members invpved in any project or task especially when they are located at different places since now they can cplaborate via email without any delay or interruption allowing them to get faster feedbacks from each other resulting into faster completion of projects under certain circumstances like projects completion with less amount of time consumption etc hence improving efficiency level drastically due to enhanced cplaboration between team members invpved in any project or task especially when they are located at different places since now they

    The process to integrate DocuSign and kanban Top 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.