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DocuSign + ClickUp Integrations

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Connect DocuSign to ClickUp
Example workflows
Triggers and actions
DocuSign + your other apps
ClickUp + your other apps
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FAQ

DocuSign + ClickUp integrations: work smarter

Use Relay.app's DocuSign integrations to trigger actions across your apps

Preview of Use any of these DocuSign actions in your Relay.app workflows.

Preview of Add any DocuSign action to your workflow.

Preview of Use Relay.app's ClickUp integrations to trigger actions across your apps

Preview of Use any of these ClickUp actions in your Relay.app workflows

Preview of Add any ClickUp action to your workflow

Use Relay.app's DocuSign integrations to trigger actions across your apps

Use any of these DocuSign actions in your Relay.app workflows.

Add any DocuSign action to your workflow.

Use Relay.app's ClickUp integrations to trigger actions across your apps

Use any of these ClickUp actions in your Relay.app workflows

Add any ClickUp action to your workflow

Overview

Connect DocuSign to ClickUp in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between DocuSign, ClickUp, and many other popular SaaS applications.

Check below for example workflows using DocuSign and ClickUp, as well as a list of the triggers and actions Relay.app supports today. Just let us know if we're missing anything you need.

Built by the folks who led Gmail and Google Calendar, Relay.app is an automation tool that people love for its deep & easy-to-use integrations, powerful AI features combined with human oversight, robust workflow essentials, and first-class customer support.

See all of Relay.app's features

Example DocuSign + ClickUp workflows

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Automatically create task in ClickUp for each envelope added in DocuSign

Try it

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Send envelope from template automatically in DocuSign for each task created in ClickUp

Try it

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Export envelope as PDF automatically in DocuSign for each task status changed in ClickUp

Try it

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Update task automatically in ClickUp for each envelope added in DocuSign

Try it

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Add comment to task automatically in ClickUp for each envelope added in DocuSign

Try it

DocuSign Triggers

Envelope

edit

Envelope changed

target

Envelope first meets conditions

add

New envelope added

ClickUp Actions

Folder

Find list(s)

Task

add_comment

Add comment to task

add_task

Create task

Find task(s)

edit

Update task

ClickUp Triggers

Task

add

Task created

conversion_path

Task status changed

DocuSign Actions

Envelope

drafts

Draft envelope from template

drafts

Draft envelope using documents

download

Export envelope as PDF

outgoing_mail

Send envelope from template

outgoing_mail

Send envelope using documents

schedule

Wait until envelope signed (completed)

Template

Find template(s)

Create your own DocuSign + ClickUp integration

Select a trigger in DocuSign

Select an action in ClickUp

Create your workflow

Or automate ClickUp + DocuSign

Select a trigger in ClickUp

Select an action in DocuSign

Create your workflow

Connect DocuSign to your other apps

Or connect ClickUp to your other apps

FAQ

What is Relay.app?
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Relay.app is a modern, easy-to-use automation tool. Build workflows that connect and automate actions across all the apps you already use. Relay.app has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows. Learn more about Relay.app's features.
How do I connect DocuSign to ClickUp with Relay.app?
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1. Create a free Relay.app account
2. Set a trigger in DocuSign or ClickUp to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize DocuSign and ClickUp to connect to Relay.app
5. Turn on your workflow and start getting more done with less manual work
Check above for some example workflows, or visit our help center for more details on how to get started.
Is Relay.app a Zapier alternative for connecting DocuSign to ClickUp?
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Yes. Relay.app is a modern alternative to Zapier. Relay.app has deeper integrations, additional features, more flexibility, and better pricing.
Zapier is a better fit for some use cases, as a featureful workflow automation tool that has been around for a long time. For example, if you need an integration with a less commonly used app, Zapier may already have the one you need.
For a more detailed comparison, check out our article comparing Relay.app to Zapier or our comparison of Zapier alternatives.
Of course we're biased, but we believe Relay.app is the best way to connect and automate DocuSign and ClickUp—give it a try and let us know what you think.

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via email

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Screenshot showing how to test a step in an automated workflow in Relay.app

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