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  4. Trello

DocuSign + Trello Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
DocuSign Integrations
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 Trello

Trello is a team communication app that organizes your projects into boards. Trello’s boards, lists and cards enable you to organize and prioritize your personal and work life in a fun, flexible and rewarding way.

Trello Integrations
Trello Alternatives

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

  • Todoist Todoist

Best ways to Integrate DocuSign + Trello

  • DocuSign DocuSign

    Trello + DocuSign

    Send Envelope in DocuSign when Card Updated is added to Trello Read More...
    Close
    When this happens...
    DocuSign Card Updated
     
    Then do this...
    DocuSign Send Envelope
  • DocuSign DocuSign

    Trello + DocuSign

    Create Signature Request from DocuSign from Card Updated to Trello Read More...
    Close
    When this happens...
    DocuSign Card Updated
     
    Then do this...
    DocuSign Create Signature Request
  • DocuSign DocuSign

    Trello + DocuSign

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

    Trello + DocuSign

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

    Trello + DocuSign

    Send Envelope in DocuSign when New Card is created in Trello Read More...
    Close
    When this happens...
    DocuSign New Card
     
    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 + Trello in easier way

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

    Triggers
  • Card Archived

    Triggers the moment a Card is archived in your Trello account.

  • Card Moved to List

    Triggers once a Card is moved to a Trello List within the same board.

  • Card Updated

    Triggers the moment you update a Card in Trello.

  • New Activity

    Triggers on every new activity in Trello.

  • New Attachment

    Triggers every time a new attachment is added on board, list or card in Trello.

  • New Board

    Triggers when you add a new board in your Trello account.

  • New Card

    Triggers when a new card is added.

  • New Checklist

    Triggers every time a new checklist is created in Trello.

  • New Comment in Card

    Triggers once a Comment is added to a Trello Card.

  • New Label

    Triggers the moment you create a new label in Trello.

  • New Label Added to Card

    Triggers once you add a new label in a Trello Card.

  • New List

    Triggers whenever a new list is added on a board.

  • New Member on Card

    Triggers when a new card is added in Trello account.

  • New Notification

    Triggers the moment you receive a new notification in Trello.

    Actions
  • Create Signature Request

    Create Signature Request

  • Send Envelope

    Send Envelope

  • Add Checklist to Card

    Adds a new (or existing) checklist to a Trello card.

  • Add Label to Card

    Adds an existing label to a specific card.

  • Add Members to Card

    Adds one or multiple members to a specific Trello card.

  • Archive Card

    Archives a card.

  • Complete Checklist Item in Card

    Complete an existing checklist Item in a Trello Card.

  • Create Board

    Creates a new board.

  • Create Card

    Creates a new card on a specific board and list.

  • Create Checklist Item in Card

    Creates a new checklist item in a Trello card.

  • Create Comment

    Creates a new comment to the specified Trello card.

  • Create Label

    Adds a new label to your chosen board.

  • Delete Checklist in Card

    Removes an existing checklist on a card.

  • Move Card to List

    Moves your selected card to a list on a specific board.

  • Remove Label from Card

    Delete an existing label from a Trello card.

  • Update Card

    Update a basic information of card such as name, description, due date, or position in list.

Show All

How DocuSign & Trello 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 Trello 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 Trello.

    (2 minutes)

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

Integration of DocuSign and Trello

DocuSign

DocuSign is a digital signature platform. It allows users to sign documents digitally, eliminating the need for signatures on paper. It works across any device, allowing users to sign the document from their desktop, laptop, tablet and mobile phone. Users can also use DocuSign to request signatures on documents, track their status and access their account online. The platform has more than 8 million users and processes more than 100 million transactions every year.

Trello

Trello is a project management top that allows teams to cplaborate efficiently. The service allows teams to manage task lists, upload files, create checklists and assign tasks to team members. Teams can create boards for different projects, add cards for different tasks, assign team members to specific board items and organize tasks hierarchically by moving them around the board. Trello has a free version that allows users to create up to two boards with 10 users per board, while paid plans are available for teams that want to use Trello more extensively.

Integration of DocuSign and Trello

DocuSign and Trello have both been developed to help businesses simplify their workflow. The two platforms can be used together to streamline the work of businesses that need to coordinate multiple team members to complete projects. For example, a company could create a Trello board for a project, assign each member of the team a card, attach relevant documents or files to the card and move the card around as progress is made on it. When a user completes a task on a card, he or she can then use DocuSign to sign off on it and send it back to the manager of the project. The manager can then use DocuSign to mark the card as completed and move it off the board into a completed fpder. This process would allow the manager to stay in charge of the project and be able to easily track which tasks have been done and which ones still need to be done.

Benefits of Integration of DocuSign and Trello

The integration of DocuSign and Trello can help businesses improve their workflow significantly by bringing together two software tops that have been designed specifically for business purposes. This integration makes it easier for teams to work on projects together by allowing users to sign off on tasks using DocuSign and then move them directly onto another board using Trello. It also allows organizations that use both services to access them from one place, simplifying their workflow even further.

The process to integrate DocuSign and Trello 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.

Suggested Integrations