Connect Docusign and MeisterTask to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Docusign
Choose an Action
Automatically do this!
Create Task
Update Task
Create Label
Create Task Label
Create Project
Find or Create Label
Find or Create Task
Update Project
Create Task Checklist
Create Project Checklist
Create Section
Create Task Comment
Add label To Task
Create Task Timeline Item
Create Task Subscription
Ready to use Docusign and MeisterTask automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Task
Triggers when a new task is created in MeisterTask.
Task Completed
Triggers when a task is marked as completed in MeisterTask.
New Comment
Triggers When new Comment is Created on Task.
New Checklist Item
Triggers when new Checklist item is Created on Your Task.
New Section
Triggers When new Section is Created on your Project.
New Attachment
Triggers When am Attachment is Created.
Do thisActions
Action is the task that follows automatically within your Docusign integrations.
Create Workspace
Create a new workspace.
Update Workspace
Updates a Workspace name or desctcription.
Delete Workspace
Deletes a Workspace.
List/Search Workspace
List all Workspace or search by name.
Create a Bulk Send List
Creates a new bulk send list.
Create Template
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Frequently Asked Questions
To start, connect both your Docusign and MeisterTask accounts to viaSocket. Once connected, you can set up a workflow where an event in Docusign triggers actions in MeisterTask (or vice versa).
Absolutely. You can customize how Docusign data is recorded in MeisterTask. This includes choosing which data fields go into which fields of MeisterTask, setting up custom formats, and filtering out unwanted information.
The data sync between Docusign and MeisterTask typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Docusign and MeisterTask. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
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 MoreAbout MeisterTask
MeisterTask is an intuitive and collaborative task management tool designed to help teams organize and manage their projects efficiently. With features like customizable project boards, time tracking, and seamless integration with other productivity tools, MeisterTask streamlines workflows and enhances team collaboration.
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