How to automatically send an envelope to sign through Signeasy every time a task is created in ClickUp

A playbook always starts with a trigger, which is responsible for detecting changes in your connected applications and responding accordingly.

Add the ClickUp trigger to initiate your playbook's actions whenever a task is created. Click "Add trigger" in your playbook and choose "Task created" from the dropdown menu under ClickUp.

If you still need to connect your ClickUp account to Relay.app yet, a prompt will guide you through the process.

Integrate the Signeasy automation into your playbook to ensure the prompt sending of envelopes to sign using Signeasy every time a task is created in ClickUp.

Click the "Add step" button, then locate the “Find template(s)” and "Send envelope to sign" automation for Signeasy and input the mandatory and relevant details.

If your Signeasy account still needs to be connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Signeasy account.

Activating your playbook is the last step in the process. Once you turn it on, it will automatically send an envelope to sign through Signeasy every time a task is created in ClickUp without requiring manual intervention.

To activate your playbook, click the toggle button at the header. Before activating, we recommend performing a test run of your playbook to ensure all the steps work seamlessly together.