Connect ClickUp and Docusign
Integrate ClickUp with Docusign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find Lists in Space in ClickUp when New Envelope Completed in DocuSign
List Workspaces from ClickUp when New Envelope Completed in DocuSign
List Spaces in ClickUp when New Envelope Completed in DocuSign
List Tasks from ClickUp when New Envelope Completed in DocuSign
List Folders in ClickUp when New Envelope Completed in DocuSign
Popular ClickUp + Docusign flows
Start from a real workflow other teams are already running.
Choose a trigger
ClickUp
When this happens...
When a new task is created
When a task is updated
Choose an action
Docusign
Automatically do this!
Create Workspace
Update Workspace
Delete Workspace
List/Search Workspace
Create a Bulk Send List
Create Template
Update Template
Create Signing Group
Add User to Signing Group
Update Signing Group
Delete Signing Group
Create Bulk Send Request
Delete Bulk Send List
List/Search Bulk Send List
List/Search temaplate
Find Lists in Space in ClickUp when New Envelope Completed in DocuSign
Use this flowList Workspaces from ClickUp when New Envelope Completed in DocuSign
Use this flowList Spaces in ClickUp when New Envelope Completed in DocuSign
Use this flowList Tasks from ClickUp when New Envelope Completed in DocuSign
Use this flowList Folders in ClickUp when New Envelope Completed in DocuSign
Use this flowCreate Task in ClickUp when New Envelope Completed in DocuSign
Use this flowGet User Profile from ClickUp when New Envelope Completed in DocuSign
Use this flowCreate List in ClickUp when New Envelope Completed in DocuSign
Use this flowUpdate Task in ClickUp when New Envelope Completed in DocuSign
Use this flowUpdate a List in Clickup when New Envelope Completed in DocuSign
Use this flowSupported Triggers & Actions
Everything you can automate between ClickUp and Docusign.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new task is created
Runs the workflow automatically whenever a new task is created.
When a task is updated
Runs the workflow automatically whenever any task is updated.
New Envelope Completed
Runs when an envelope is completed after all recipients have signed.
New Envelope Sent
Runs when an envelope is sent to recipients for signature.
New Envelope Created
Runs when a new envelope is created as a draft and not yet sent.
Do thisActions
Action is the task that follows automatically within your ClickUp integrations.
Find Lists in Space
Retrieve all lists in a space, including lists inside folders and those without a folder.
List Workspaces
List the teams (workspaces) accessible to the connected account.
List Spaces
List spaces in a team. Optionally filter by archived status and return selected fields.
List Tasks
Apply reusable components to workspace, space, folder, and list dropdowns
List Folders
List folders in a space, optionally filtering by archived status.
Create Task
Create a task in a list and set title or markdown description, assignees (by ID or email), group assignees, tags, status, priority, start/due dates (with time), time estimate, watchers, custom fields, parent, points, links, and notify/check options.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Learn More About Automation
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About ClickUp
Plan, track, and manage any type of work with project management that flexes to your team's needs.
Learn moreSimilar apps
About Docusign
DocuSign1 allows you to streamline your document signing process by integrating with DocuSign. Easily send, sign, and manage documents electronically, ensuring a secure and efficient workflow.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClickUp and Docusign accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between ClickUp and Docusign as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Docusign. No coding required.
Yes. You can set up a workflow where ClickUp triggers actions in Docusign, and a separate workflow where Docusign triggers actions in ClickUp. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between ClickUp and Docusign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClickUp and Docusign integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
