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ClickUp
Docusign
playbook Template

Create tasks in ClickUp when an envelope is completed in Docusign

This Playbook will create a ClickUp task with the envelope details, when a Docusign envelope has been completed.

This is a Bardeen playbook. It's a pre-built automation template you can run in one-click to perform a repetitive task. Get started with our free Chrome extension.

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How does this automation work?

When the status of envelope changes in Docusign
Trigger
Create ClickUp task
Action
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How to run the playbook

Run this ClickUp automation with Bardeen in minutes.

Available actions & triggers

Apps:
Create tasks in ClickUp when an envelope is completed in Docusign
Create tasks in ClickUp when an envelope is completed in Docusign
Create tasks in ClickUp when an envelope is completed in Docusign
Types:
Both
Actions
Triggers
Update a task in ClickUp
Update a task in ClickUp
Action
When ClickUp task is created
When ClickUp task is created
Trigger
Delete a task in ClickUp
Delete a task in ClickUp
Action
Create ClickUp task
Create ClickUp task
Action
Get ClickUp assignee from task
Get ClickUp assignee from task
Action
Find ClickUp tasks
Find ClickUp tasks
Action
Create comment to ClickUp task
Create comment to ClickUp task
Action
Send an envelope in Docusign
Send an envelope in Docusign
Action
When the status of envelope changes in Docusign
When the status of envelope changes in Docusign
Trigger
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