Docusign
ClickUp
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Docusign with ClickUp in minutes

Supported Triggers & Actions
Envelope Completed
Triggers when an envelope is completed.
Trigger
Schedule
Envelope Created
Triggers when a new envelope is created.
Trigger
Schedule
Envelope Declined
Triggers when an envelope is declined.
Trigger
Schedule
Envelope Delivered
Triggers when an envelope is delivered.
Trigger
Schedule
Envelope Recipient Completed
Triggers when a recipient completes an envelope.
Trigger
Schedule
Envelope Recipient Declined
Triggers when a recipient declines an envelope.
Trigger
Schedule
Envelope Sent
Triggers when an envelope is sended.
Trigger
Schedule
Envelope Updated
Triggers when an existing envelope is updated.
Trigger
Schedule
Envelope Voided
Triggers when an envelope is voided.
Trigger
Schedule
Doc Created
Triggers when a new doc is created.
Trigger
Schedule
Goal Created
Triggers when a new goal is created.
Trigger
Schedule
Goal Updated
Triggers when an existing goal is updated.
Trigger
Schedule
Key Result Created
Triggers when a new target is created within a goal.
Trigger
Schedule
Key Result Updated
Triggers when an existing target is updated within a goal.
Trigger
Schedule
List Created
Triggers when a new list is created.
Trigger
Schedule
List Updated
Triggers when an existing list is updated.
Trigger
Schedule
Task Comment Created
Triggers when a new comment is created within a task.
Trigger
Schedule
Task Created
Triggers when a new task is created.
Trigger
Schedule
Task Updated
Triggers when an existing task is updated.
Trigger
Schedule
Time Entry Created
Triggers when a new time entry is created within a task.
Trigger
Schedule
Add Contact
Add a list of contacts in bulk.
Action
Write
Add User
Add a list of users in bulk.
Action
Write
Bulk Delete Envelope Recipients
Delete one or more recipients from a draft or sent envelope
Action
Write
Create Bulk Send List
Create a new bulk send list.
Action
Write
Create Bulk Send Request
Create a new bulk send request.
Action
Write
Create Envelope
Create a new envelope.
Action
Write
Create Envelope Attachment
Create one or more envelope attachments for a draft or in-process envelope.
Action
Write
Create Envelope Recipient
Create one or more recipients to an envelope.
Action
Write
Delete Contact
Delete an existing contact.
Action
Write
Delete Envelope Attachment
Delete one or more envelope attachments from a draft envelope.
Action
Write
Delete Envelope Recipient
Delete a recipient from a draft or sent envelope.
Action
Write
Delete User
Close one or more users in the account.
Action
Write
Get Contact
Get an existing contact.
Action
Write
Get Envelope
Get an existing envelope.
Action
Write
Get Envelope Attachment
Get an envelope attachment from an envelope.
Action
Write
Get Envelope Doc Gen Form Fields
Get the sender fields found in the specified envelope’s documents.
Action
Write
Get Envelope Documents
Get a single document or all documents from an envelope.
Action
Write
Get Envelope Form Data
Get envelope form data from any in-process, completed, or canceled envelope.
Action
Write
Get Envelope Recipient Signature Info
Get signature information for a signer or sign-in-person recipient.
Action
Write
Get User
Get an existing user.
Action
Write
List Envelope Attachments
Get a list of envelope attachments.
Action
Write
List Envelope Custom Fields
Get the list of custom fields for the specified envelope.
Action
Write
List Envelope Document Fields
Get the list of document fields for the specified envelope.
Action
Write
List Envelope Documents
Get a list of documents associated with the specified envelope.
Action
Write
List Envelope Recipients
Get a list of recipients associated with the specified envelope.
Action
Write
List Envelope Status Changes
Get the list of envelopes in the specified account.
Action
Write
List Users
Get a list of users.
Action
Write
Update Contact
Update a list of contacts in bulk.
Action
Write
Update Envelope
Update an existing envelope.
Action
Write
Update Envelope Attachment
Update an envelope attachment on a draft or in-process envelope.
Action
Write
Update Envelope Doc Gen Form Fields
Update the envelope’s document by populating its sender-defined fields.
Action
Write
Update Envelope Document
Add or replace a document in an existing draft or in-process envelope.
Action
Write
Update Envelope Documents
Update one or more documents in an existing envelope, or optionally create a new document if it doesn’t already exist.
Action
Write
Update Envelope Recipient
Update the recipients of a draft envelope or corrects recipient information for an in-process envelope.
Action
Write
Update User
Update an existing user.
Action
Write
Add Task To List
Add a task to an additional List.
Action
Write
Create Doc
Create a new doc in a workspace.
Action
Write
Create Goal
Create a new goal in a workspace.
Action
Write
Create Key Result
Create a target within a goal.
Action
Write
Create List
Create a new list in a folder.
Action
Write
Create Task
Create a new task.
Action
Write
Create Task Attachment
Upload a file to a task as an attachment.
Action
Write
Create Task Comment
Create a new comment within a task.
Action
Write
Create Threaded Comment
Create a threaded comment.
Action
Write
Create Time Entry
Create a time entry.
Action
Write
Delete Goal
Delete an existing goal from a workspace.
Action
Write
Delete Key Result
Delete an existing target within a goal.
Action
Write
Delete List
Delete an existing list in a folder.
Action
Write
Delete Task
Delete an existing task.
Action
Write
Edit User On Workspace
Edit an existing user within a workspace.
Action
Write
Get Doc
Get an existing doc from a workspace.
Action
Write
Get Goal
Get an existing goal from a workspace.
Action
Write
Get List
Get an existing list from a folder.
Action
Write
Get Task
Get an existing task.
Action
Write
Get Task Comments
Get comments from a task.
Action
Write
Get Threaded Comments
Get the list of threaded comments.
Action
Write
Get Time Entries By Date Range
Get an existing time entry.
Action
Write
Get Time Entry
Get an existing time entry.
Action
Write
Get User
Get an existing user.
Action
Write
Invite User To Workspace
Invite the user to join the workspace as a member.
Action
Write
Remove Custom Field Value
Remove the data from a Custom Field on a task.
Action
Write
Remove Task From List
Remove a task from an additional List.
Action
Write
Remove User From Workspace
Deactivate a user from a Workspace.
Action
Write
Search Docs
Get a list of the docs.
Action
Write
Set Custom Field Value
Add data to a Custom field on a task.
Action
Write
Update Comment
Update an existing comment.
Action
Write
Update Goal
Update an existing goal within a workspace.
Action
Write
Update Key Result
Update an existing target within a goal.
Action
Write
Update List
Update an existing list in a folder.
Action
Write
Update Task
Update an existing task.
Action
Write
Update Time Entry
Update an existing time entry.
Action
Write
Envelope Completed
Triggers when an envelope is completed.
Trigger
Schedule
Envelope Created
Triggers when a new envelope is created.
Trigger
Schedule
Envelope Declined
Triggers when an envelope is declined.
Trigger
Schedule
Envelope Delivered
Triggers when an envelope is delivered.
Trigger
Schedule
Envelope Recipient Completed
Triggers when a recipient completes an envelope.
Trigger
Schedule
Envelope Recipient Declined
Triggers when a recipient declines an envelope.
Trigger
Schedule
Envelope Sent
Triggers when an envelope is sended.
Trigger
Schedule
Envelope Updated
Triggers when an existing envelope is updated.
Trigger
Schedule
Envelope Voided
Triggers when an envelope is voided.
Trigger
Schedule
Doc Created
Triggers when a new doc is created.
Trigger
Schedule
Goal Created
Triggers when a new goal is created.
Trigger
Schedule
Goal Updated
Triggers when an existing goal is updated.
Trigger
Schedule
Key Result Created
Triggers when a new target is created within a goal.
Trigger
Schedule
Key Result Updated
Triggers when an existing target is updated within a goal.
Trigger
Schedule
List Created
Triggers when a new list is created.
Trigger
Schedule
List Updated
Triggers when an existing list is updated.
Trigger
Schedule
Task Comment Created
Triggers when a new comment is created within a task.
Trigger
Schedule
Task Created
Triggers when a new task is created.
Trigger
Schedule
Task Updated
Triggers when an existing task is updated.
Trigger
Schedule
Time Entry Created
Triggers when a new time entry is created within a task.
Trigger
Schedule
Add Contact
Add a list of contacts in bulk.
Action
Write
Add User
Add a list of users in bulk.
Action
Write
Bulk Delete Envelope Recipients
Delete one or more recipients from a draft or sent envelope
Action
Write
Create Bulk Send List
Create a new bulk send list.
Action
Write
Create Bulk Send Request
Create a new bulk send request.
Action
Write
Create Envelope
Create a new envelope.
Action
Write
Create Envelope Attachment
Create one or more envelope attachments for a draft or in-process envelope.
Action
Write
Create Envelope Recipient
Create one or more recipients to an envelope.
Action
Write
Delete Contact
Delete an existing contact.
Action
Write
Delete Envelope Attachment
Delete one or more envelope attachments from a draft envelope.
Action
Write
Delete Envelope Recipient
Delete a recipient from a draft or sent envelope.
Action
Write
Delete User
Close one or more users in the account.
Action
Write
Get Contact
Get an existing contact.
Action
Write
Get Envelope
Get an existing envelope.
Action
Write
Get Envelope Attachment
Get an envelope attachment from an envelope.
Action
Write
Get Envelope Doc Gen Form Fields
Get the sender fields found in the specified envelope’s documents.
Action
Write
Get Envelope Documents
Get a single document or all documents from an envelope.
Action
Write
Get Envelope Form Data
Get envelope form data from any in-process, completed, or canceled envelope.
Action
Write
Get Envelope Recipient Signature Info
Get signature information for a signer or sign-in-person recipient.
Action
Write
Get User
Get an existing user.
Action
Write
List Envelope Attachments
Get a list of envelope attachments.
Action
Write
List Envelope Custom Fields
Get the list of custom fields for the specified envelope.
Action
Write
List Envelope Document Fields
Get the list of document fields for the specified envelope.
Action
Write
List Envelope Documents
Get a list of documents associated with the specified envelope.
Action
Write
List Envelope Recipients
Get a list of recipients associated with the specified envelope.
Action
Write
List Envelope Status Changes
Get the list of envelopes in the specified account.
Action
Write
List Users
Get a list of users.
Action
Write
Update Contact
Update a list of contacts in bulk.
Action
Write
Update Envelope
Update an existing envelope.
Action
Write
Update Envelope Attachment
Update an envelope attachment on a draft or in-process envelope.
Action
Write
Update Envelope Doc Gen Form Fields
Update the envelope’s document by populating its sender-defined fields.
Action
Write
Update Envelope Document
Add or replace a document in an existing draft or in-process envelope.
Action
Write
Update Envelope Documents
Update one or more documents in an existing envelope, or optionally create a new document if it doesn’t already exist.
Action
Write
Update Envelope Recipient
Update the recipients of a draft envelope or corrects recipient information for an in-process envelope.
Action
Write
Update User
Update an existing user.
Action
Write
Add Task To List
Add a task to an additional List.
Action
Write
Create Doc
Create a new doc in a workspace.
Action
Write
Create Goal
Create a new goal in a workspace.
Action
Write
Create Key Result
Create a target within a goal.
Action
Write
Create List
Create a new list in a folder.
Action
Write
Create Task
Create a new task.
Action
Write
Create Task Attachment
Upload a file to a task as an attachment.
Action
Write
Create Task Comment
Create a new comment within a task.
Action
Write
Create Threaded Comment
Create a threaded comment.
Action
Write
Create Time Entry
Create a time entry.
Action
Write
Delete Goal
Delete an existing goal from a workspace.
Action
Write
Delete Key Result
Delete an existing target within a goal.
Action
Write
Delete List
Delete an existing list in a folder.
Action
Write
Delete Task
Delete an existing task.
Action
Write
Edit User On Workspace
Edit an existing user within a workspace.
Action
Write
Get Doc
Get an existing doc from a workspace.
Action
Write
Get Goal
Get an existing goal from a workspace.
Action
Write
Get List
Get an existing list from a folder.
Action
Write
Get Task
Get an existing task.
Action
Write
Get Task Comments
Get comments from a task.
Action
Write
Get Threaded Comments
Get the list of threaded comments.
Action
Write
Get Time Entries By Date Range
Get an existing time entry.
Action
Write
Get Time Entry
Get an existing time entry.
Action
Write
Get User
Get an existing user.
Action
Write
Invite User To Workspace
Invite the user to join the workspace as a member.
Action
Write
Remove Custom Field Value
Remove the data from a Custom Field on a task.
Action
Write
Remove Task From List
Remove a task from an additional List.
Action
Write
Remove User From Workspace
Deactivate a user from a Workspace.
Action
Write
Search Docs
Get a list of the docs.
Action
Write
Set Custom Field Value
Add data to a Custom field on a task.
Action
Write
Update Comment
Update an existing comment.
Action
Write
Update Goal
Update an existing goal within a workspace.
Action
Write
Update Key Result
Update an existing target within a goal.
Action
Write
Update List
Update an existing list in a folder.
Action
Write
Update Task
Update an existing task.
Action
Write
Update Time Entry
Update an existing time entry.
Action
Write
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