DocuSign integration with Todoist
How to Create tasks in Todoist when envelopes are sent in DocuSign
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create tasks in Todoist when envelopes are sent in DocuSign" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate DocuSign integrations
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DocuSign actions
Nekton can use any feature that is available in DocuSign API.
Using our advanced AI, you can easily create custom automations for DocuSign.
Here are some typical actions you can do in your automated workflows.
Create Signature Request
Creates a signature request.
API Request (Beta)
This is an advanced action which makes a raw HTTP request that includes this integration's authentication. This is useful if an application has an API endpoint that Nekton doesn't implement yet. You will be expected to read and utilize the API documentation provided by the application. Further, if the application changes their API, you will be expected to make the appropriate fixes and updates.
App Extensions (Beta)
Performs an API call using an App Extension (Beta) entry, which you can select or create, later within this Flow's setup. App Extensions (Beta) can be reused across multiple flows and are managed centrally through the App Extensions (Beta) builder.
Envelope Sent or Completed
Triggers when an envelope is sent or completed. When this step triggers, Nekton will temporarily store documents in your envelope for processing and replaying in later Flow steps and data associated with the selected envelope. Nekton will only fetch data and documents for envelope types that have been selected.
New Folder
Triggers when a new folder is created.
About DocuSign
Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.