Connect Docusign and Trello to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Docusign
Choose an Action
Automatically do this!
Create Board
Create Trello Card
Update Card
Create Comment
Create List
Move Card to List
Add Checklist to Card
Add Attachments to a Card
Add Label to a card
Add Member to a Card
Create Checklist item in Card
Create Label
Find Member
Find Label on a Board
Find List on a Board
Find Checklist Item
Find Checklist
Find Board
Remove Label From Card
Delete Checklist in Card
Copy Board
Close Board
Archieve Card
Complete Checklist item in Card
List all Lists of a Board
Find Card
Find Cards in a List
Find Comments Using Card ID
Get Activities Of Card
Ready to use Docusign and Trello automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New/Updated Board
Triggers when a new board is added or updated
Card Archieved
Triggers when a card is archieved in trello
New Notification
Triggers when you get a new notification in trello
New Comment in Card
Triggers when a new Comment is added to a card in trello
New Card
Triggers when a new card is created
Add Attachment to Card
Triggers when a new attachment is added to card
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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Step by step guides to integrate Docusign and Trello
Frequently Asked Questions
To start, connect both your Docusign and Trello accounts to viaSocket. Once connected, you can set up a workflow where an event in Docusign triggers actions in Trello (or vice versa).
Absolutely. You can customize how Docusign data is recorded in Trello. This includes choosing which data fields go into which fields of Trello, setting up custom formats, and filtering out unwanted information.
The data sync between Docusign and Trello 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 Trello. 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 Trello
Track progress of tasks in one convenient place with a visual layout that adds 'ta-da' to your to-do's
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