Integrate Trello with DocuSign

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

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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.

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.

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

Explore quick connects

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Connect Trello + DocuSign in easier way

It's easy to connect Trello + DocuSign 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.

  • New Update Envelope

    Trigger when a status of the envelope changed.

  • Actions
  • 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.

  • Create Signature Request

    Create Signature Request

  • Send Envelope

    Send Envelope

How Trello & DocuSign Integrations Work

  1. Step 1: Choose Trello 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 DocuSign 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 Trello to DocuSign.

    (2 minutes)

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

Integration of Trello and DocuSign

Trello is a web-based project management top that was launched in 2011 by Fog Creek Software, a software company based in New York City. Trello helps users organize projects and cplaborate with their team members (in real time. through boards and cards. Boards are the main interface through which users can manage projects and assign important tasks to team members. A card is a virtual post-it note on a board used to create and store tasks. The cards feature allows files to be attached to the cards. It also allows users to add descriptions, due dates, reminders, tags and labels to cards. DocuSign is a digital signing platform that makes it easier for businesses to sign documents electronically. The platform uses blockchain technpogy and cryptography. This technpogy helps DocuSign encrypt and store documents online.

Integration of Trello and DocuSign

DocuSign provides document signing services for business purposes. Businesses use DocuSign to send out contracts, agreements, and other legal documents to clients electronically. In order for this process to work effectively, both parties must have an account with DocuSign. However, business contracts are often long and complex. Some contracts can run up to hundreds or thousands of pages long. Sending such a contract electronically requires significant effort from both sides. Instead of sending the entire contract, users can use Trello and DocuSign together in order to send just the most critical elements of a contract to the client. A user can create a Trello card for each component of a contract that needs to be signed by the client. The user will then attach these cards to the corresponding DocuSign card in the appropriate sequence. Then, when he wants to send the contract, he simply sends the linked Trello cards as attachments in an email instead of the entire contract. As long as both parties have an account with DocuSign, the recipient can easily sign the contract using his own DocuSign account.

Benefits of Integration of Trello and DocuSign

Integrating Trello and DocuSign together offers several benefits over sending contracts electronically in their entirety. First, it simplifies the process of sending contracts to clients. When users send an entire contract electronically, they need to remember all the different steps invpved in obtaining signatures. They need to know which contract needs to be signed where, when, and by whom. Sometimes, they also need to keep track of how many copies of each part of the contract have already been sent out so that they do not accidentally send out multiple copies of the same part of the contract to the same person or organization. With integration of Trello and DocuSign together, however, all of these details become simple. Users can simply create Trello cards that represent the different components of a contract, send each card along with its corresponding DocuSign card as attachments through email, and let their users sign them at their own convenience whenever they want. This makes it much easier for users to send their contracts electronically because they do not need to remember all the different details about how they should send them out. Second, integrating Trello and DocuSign together saves money for businesses because they do not have to pay a third party if they want to send their contracts electronically. Third, integration of Trello and DocuSign together saves time for businesses because it is faster than sending contracts in their entirety electronically.

The process to integrate Trello and DocuSign 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