Send messages in Slack for completed DocuSign envelopes
Other popular DocuSign workflows and automations
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Add Mailchimp subscribers from newly completed DocuSign envelopes
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When a Google Form is completed, send the respondent a Docusign signature request
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Send a text message to a number when a Docusign envelope is sent
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Whenever a Docusign envelope is completed, upload the document to Google Drive
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Create a Zoom meeting once a DocuSign envelope is completed
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Automatically create a Google Task when a customer completes their DocuSign envelope
3
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When a Zoom call ends, create a signature request in DocuSign
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Send emails from Gmail when new DocuSign envelopes are completed
2
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USE CASE
Task creation based on customer actions
Create Google Tasks directly when envelopes are completed in DocuSign, allowing you to manage customer follow-ups seamlessly and efficiently.
Get startedCreate your own DocuSign and Microsoft To Do workflow
Create custom workflows effortlessly by selecting triggers, queries, and actions. With IFTTT, it's simple: “If this” trigger happens, “then that” action follows. Streamline tasks and save time with automated workflows that work for you.
6 triggers, queries, and actions
Envelope completed
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when an envelope is completed.
Envelope sent
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when an envelope is sent.
Task in list completed
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a task in a given list is completed
List tasks in task list
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns a list of tasks in a given task list.
Create signature request
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a new signature request from a template.
Create task in task list
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a task in a given task list.
Create signature request
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a new signature request from a template.
Create task in task list
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a task in a given task list.
Envelope completed
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when an envelope is completed.
Envelope sent
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when an envelope is sent.
List tasks in task list
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns a list of tasks in a given task list.
Task in list completed
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a task in a given list is completed
Build an automation in seconds!
If
Select a trigger the automation will use
Then
Select an action the automation will perform
You can add delays, queries, and more actions in the next step!
GET STARTED
How to connect to a DocuSign automation
Find an automation using DocuSign
Find an automation to connect to, or create your own!Connect IFTTT to your DocuSign account
Securely connect the Applet services to your respective accounts.Finalize and customize your Applet
Review trigger and action settings, and click connect. Simple as that!Upgrade your automations with
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About DocuSign
DocuSign is the #1 way to send and sign documents electronically. Make your business faster, simpler and more cost-efficient with electronic agreements.
DocuSign is the #1 way to send and sign documents electronically. Make your business faster, simpler and more cost-efficient with electronic agreements.
About Microsoft To Do
Microsoft To Do is a task management app to help you stay organized and manage your day-to-day. You can use Microsoft To Do to make shopping lists or task lists, take notes, record collections, plan an event, or set reminders to increase your productivity and focus on what matters to you. Microsoft To Do makes it easy to stay organized and manage your life.
Microsoft To Do is a task management app to help you stay organized and manage your day-to-day. You can use Microsoft To Do to make shopping lists or task lists, take notes, record collections, plan an event, or set reminders to increase your productivity and focus on what matters to you. Microsoft To Do makes it easy to stay organized and manage your life.