DocuSign + Microsoft To-Do Integrations
Appy Pie Connect allows you to automate multiple workflows between DocuSign and Microsoft To-Do
- No code
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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 Microsoft To-Do
Microsoft To Do is the task management app that makes it easy to stay organized and manage your life. It's simple, smart, and a whole new way to get work done in less time.
Microsoft To-Do IntegrationsLooking for the Microsoft To-Do Alternatives? Here is the list of top Microsoft To-Do Alternatives
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Todoist
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Google Tasks
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Asana
Best ways to Integrate DocuSign + Microsoft To-Do
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Microsoft To-Do + DocuSign
Send Envelope in DocuSign when New List is created in Microsoft To-Do Read More...When this happens...
New List
Then do this...
Send Envelope
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Microsoft To-Do + DocuSign
Create Signature Request to DocuSign from New List in Microsoft To-Do Read More...When this happens...
New List
Then do this...
Create Signature Request
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Microsoft To-Do + DocuSign
Send Envelope in DocuSign when New Task is created in Microsoft To-Do Read More...When this happens...
New Task
Then do this...
Send Envelope
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Microsoft To-Do + DocuSign
Create Signature Request to DocuSign from New Task in Microsoft To-Do Read More...When this happens...
New Task
Then do this...
Create Signature Request
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Microsoft To-Do + DocuSign
Send Envelope in DocuSign when Updated Task is added to Microsoft To-Do Read More...When this happens...
Updated Task
Then do this...
Send Envelope
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect DocuSign + Microsoft To-Do without coding knowledge. Start creating your own business flow.
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New Update Envelope
Trigger when a status of the envelope changed.
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New List
Triggers when a new list is created.
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New Task
Triggers when a new task is created.
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Updated Task
Triggers when any task is update.
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Create Signature Request
Create Signature Request
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Send Envelope
Send Envelope
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Create List
Creates a new list.
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Create Task
Creates a new task
How DocuSign & Microsoft To-Do Integrations Work
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Step 1: Choose DocuSign as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Microsoft To-Do as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from DocuSign to Microsoft To-Do.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of DocuSign and Microsoft To-Do
DocuSign is an electronic signature technpogy which helps to sign, send and track documents. It is a platform and service that allows organizations to provide secure digital signatures in the cloud. DocuSign is one of the most popular e-signature platforms in the world.
Microsoft To-Do is a cross-platform task management app developed as part of Microsoft Office 365. The app is available for Android, iOS, Windows, MacOS, and the web. Microsoft To-Do has integration with other Microsoft products such as Outlook, OneNote, and OneDrive.
Integration of DocuSign and Microsoft To-Do
Microsoft To-Do provides many features and functionalities for users to manage their tasks. Integration with Microsoft To-Do gives users access to powerful features like Templates and Custom List Settings.
For instance, if a user creates a task from DocuSign, they can set a task template as “Email from DocuSign”. The task template will have information from the DocuSign transaction that include Recipient Name, Message Content, and Signature (Figure 2. This saves time when creating tasks in Microsoft To-Do. For example, if a user wants to create a task of 5 minutes each day to pay his credit card bill, he can make a template called “Pay Credit Card Bill”. Then he can copy this template into any list under the “Tasks” section on Microsoft To-Do. If he wants to create a new task, he can just select this template and fill in the information about the recipient of the new task and attach it to his credit card bill account on his credit card company website. This way it is easier for him to manage his tasks instead of typing out each individual task manually every week.
Figure 2. Task Template with Attached Document from DocuSign
Benefits of Integration of DocuSign and Microsoft To-Do
Integration with Microsoft To-Do offers many benefits for users. Some of these benefits are listed below:
- Tasks are automatically created in the right list and will be linked to the correct DocuSign document, so users don’t need to worry about where or how to place tasks.
- Users don’t even need to open up Microsoft To-Do to create a task from DocuSign, they can do this from their Apple devices or phones conveniently from the lock screen of their devices.
- Users can add templates automatically for quick creation of new tasks with information from DocuSign documents saved in the templates.
In conclusion, integration of DocuSign and Microsoft To-Do saves time for both users and organization in general. Users can focus more on their daily tasks using Microsoft To-do while still being able to use DocuSign to document these tasks. With integration between DocuSign and Microsoft To-Do, users can save time not only when creating but also when managing tasks. Furthermore, it gives organization flexibility as well in regard to how they want to manage their tasks based on their needs and requirements.
The process to integrate DocuSign and Microsoft To-Do 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.
