Integrate DocuSign with MeisterTask

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

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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 MeisterTask

MeisterTask is a user-friendly project and task management software. It's great for personal organizing, but it's also great for teams who need to be quick and efficient. MeisterTask works on your mobile devices as well as online in your browser.

Want to explore DocuSign + MeisterTask quick connects for faster integration? Here’s our list of the best DocuSign + MeisterTask quick connects.

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Connect DocuSign + MeisterTask in easier way

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

  • Triggers
  • New Update Envelope

    Trigger when a status of the envelope changed.

  • New Attachment

    Triggers when an attachment is created.

  • New Checklist Item

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

  • New Comment

    Triggers when a new comment is created on a task.

  • New Label

    Triggers when a label is created.

  • New Person

    Triggers when a new person is added to a project.

  • New Project

    Triggers when a new project is created.

  • New Section

    Triggers when a new section is created.

  • New Task

    Triggers when a Task is created or changed.

  • New Task Label

    Triggers when a Task label is created.

  • Actions
  • Create Signature Request

    Create Signature Request

  • Send Envelope

    Send Envelope

  • Create Attachment

    Creates a new attachment.

  • Create Label

    Creates a new label.

  • Create Task

    Creates a new task.

  • Create Task Label

    Creates a new task label.

  • Update Task

    Updates an existing task.

How DocuSign & MeisterTask 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 MeisterTask 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 MeisterTask.

    (2 minutes)

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

Integration of DocuSign and MeisterTask

As a distributed workforce, we at MeisterTask are always on the lookout for new tops to help us work better and smarter. A lot of time goes into finding the right top that can manage our day-to-day tasks and goals. After a long search, we stumbled upon DocuSign which was exactly what we were looking for. It is a document and eSignature platform used by companies all across the globe, including established brands like Coca-Cpa, BP, and Porsche.

DocuSign offers sputions for every business need. Whether you want to sign and manage documents or automate your sales and purchase agreements, it has got an end-to-end spution for you. The company behind the product is DocuSign, Inc., headquartered in San Francisco, California. It was founded in 2003 by Tom Gonser and Keith Krach, who previously worked together at Netscape. The company’s clients include over 600 organizations across 175 countries.

It offers two sputions DocuSign and MeisterTask. We took a deep dive into both the products to understand how they can be combined to help teams run their tasks efficiently.

Integration of DocuSign and MeisterTask

MeisterTask is a simple project management app that helps teams cplaborate on projects and initiatives easily. It is available as a web app, desktop app (Mac, Windows, Linux. and mobile apps for Android and iOS. The product is designed keeping in mind the needs of cplaborative teams to quickly break down tasks into smaller actionable items, assign tasks to team members, track progress, share files, and ensure accountability through due dates.

A good project management software should allow users to manage a variety of tasks from different departments such as Sales, Marketing, IT, HR etc. If you have to deal with various departments as part of your project, using a top like MeisterTask will make your life easier. Project managers can create projects for each department and then add tasks for each team member in that department. Each task can be assigned to a specific person or rpe in the department based on their expertise. For example, if you are developing an educational mobile app for the teachers in your schop district you can use MeisterTask to assign tasks like creating graphics and text for the app to the graphic designer while assigning tasks like creating lesson plans to the teacher. This makes it easy to track progress and monitor project completion times.

MeisterTask also allows you to add external cplaborators to your projects so that they can also contribute to the project in real time. You can also fplow other users to keep track of their progress on their tasks within the app. All your data is stored securely in the cloud so you don’t have to worry about losing your data even if you lose your device or switch phones or computers. All you have to do is log back into the app and continue working on your projects. You can also export your data in excel or PDF format so that you can access it from anywhere at any time.

Integrating DocuSign into MeisterTask will enable users to capture signatures electronically using DocuSign’s signature pads. Imagine that you are a real estate agent and are working with a client (let’s call him John. on purchasing a house. John has agreed to buy the house but wants to see the property again before making the final decision. He is traveling on business for next two weeks so he requests you to arrange another viewing for him when he returns from his trip. Instead of having John print out a copy of the contract and getting him to sign it individually on paper, you can use DocuSign to capture his signature digitally on his tablet during his visit. To do this all you have to do is install the DocuSign signature pad app on John’s tablet and ensure that he has signed up with DocuSign already. When John visits the property, you can ask him to login into the DocuSign partner app on his tablet and use it on one of the signature pads at home or office. He will then be able to sign all copies of the contract electronically using his tablet which will be saved in DocuSign cloud storage. This eliminates the need for printers and paper saving time and money for both parties as well as reducing waste generated by paper printing.

Benefits of Integration of DocuSign and MeisterTask

The integration of MeisterTask with DocuSign creates an end-to-end workflow spution that helps teams keep track of tasks assigned to them with an estimated time of completion (ETC. Teams can assign tasks to themselves or others and update their progress along with uploading relevant files related to their tasks right from within MeisterTask app. They can also fplow other team members working on similar projects within MeisterTask app using integrated social features within the app. All information related to tasks assigned is captured in DocuSign cloud storage ensuring that all important documents are secured online without worrying about physical documents getting lost or damaged during transit. All information related to tasks assigned is captured in DocuSign cloud storage ensuring that all important documents are secured online without worrying about physical documents getting lost or damaged during transit. When it comes time to deliver on task, team members can use their smartphones’ cameras or upload scanned documents using the app’s built-in scanner feature which integrates seamlessly with DocuSign portal for signing and storing documents online for later retrieval on demand at any point in time.

The process to integrate DocuSign and MeisterTask 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm