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Quickly connect Docusign to Podio with a Zapier template.

Our most popular template

Create DocuSign signature requests for new Podio actions
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Podio + Docusign
Create DocuSign signature requests when Podio items are updated
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Podio + Docusign
Create Podio items for newly sent or completed DocuSign envelopes
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Docusign + Podio
Update and send envelopes via DocuSign when items are updated in Podio
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Podio + Docusign
Send envelopes using template in Docusign for new items in Podio
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Podio + Docusign

Create DocuSign signature requests for new Podio actions

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Podio + Docusign

Create DocuSign signature requests when Podio items are updated

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Podio + Docusign

Create Podio items for newly sent or completed DocuSign envelopes

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Docusign + Podio

Update and send envelopes via DocuSign when items are updated in Podio

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Podio + Docusign

Send envelopes using template in Docusign for new items in Podio

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Podio + Docusign

How Zapier works

Zapier makes it easy to integrate Docusign with Podio - no code necessary. See how you can get setup in minutes.

Select a trigger from Docusign

A trigger is an event that starts your Zap and runs the workflow. For example, with Docusign, a trigger could be "Click Agreed."

A trigger is the event that kicks off your automated workflow.

Setup an action from Podio

An action is what takes place after the automation is triggered. For example, with Podio, the action could be "Create Item."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Docusign to Podio

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Frequently Asked Questions about Docusign + Podio integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Docusign and Podio

How do I start the integration process between Docusign and Podio?

To start integrating Docusign with Podio, you'll need to create a Zap through our platform. Begin by selecting Docusign as your trigger app and authenticating it using your Docusign account credentials. This will enable us to detect events such as a completed envelope.

What triggers can I use with the Docusign and Podio integration?

For the integration, you can set up triggers like 'Envelope Sent or Completed' in Docusign that will initiate actions in Podio, helping automate subsequent workflows.

Which actions can we perform in Podio once a Docusign document is signed?

Once a Docusign document is signed, you can create new items in Podio or update existing records. This helps maintain your data current without manual entry.

Is it possible to update an existing item in Podio based on a completed envelope in Docusign?

Yes, if an envelope in Docusign is completed, you can set up our service to automatically update an existing item in Podio with the latest information.

Do I need coding skills to integrate Docusign with Podio?

No coding skills are necessary. We provide a user-friendly interface for setting up automation between Docusign and Podio, making it accessible for users of all technical levels.

Can we trigger multiple actions in Podio from one trigger event in Docusign?

Yes, one completed event from a document in Docusign can trigger multiple actions within your Podio workspace such as creating tasks, updating items, and notifying team members.

What happens if there are errors during the integration setup?

If any errors occur during setup, our support provides detailed error logs that help diagnose issues quickly. Often these are related to incorrect field mapping or authentication problems.

Connect Docusign and Podio to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

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Automate your way to actionable, up-to-date data

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Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Click Agreed
Triggers when a recipient accepted a clickwrap agreement.
Trigger
Instant
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- Events to Monitor
  Required
Trigger
Instant
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Envelope Corrected
Triggers when an envelope is corrected.
Trigger
Instant
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Envelope Declined
Triggers when an envelope is declined.
Trigger
Instant
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Envelope Delivered
Triggers when an envelope is delivered.
Trigger
Instant
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Envelope Purge
Triggers when an envelope is purged.
Trigger
Instant
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Envelope Sent
Triggers when an envelope is sent.
Trigger
Instant
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Identity Verification Completed
Triggers when a decision has been made regarding the signer's identity verification check for an eIDAS-compliant Qualified Electronic Signature (QES) and they have been notified. If the signer's identity verification check resulted in a failure, the event message includes the specific error codes indicating why it was unsuccessful.
Trigger
Instant
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- Status
- Return only envelopes I created?
- Add certificate of completion?
- Download form data?
Trigger
Scheduled
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Recipient Authentication Failed
Triggers when a recipient failed an authentication check. If they had multiple attempts to pass a check, they failed all the attempts.
Trigger
Instant
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Recipient Completed
Triggers when a recipient signed or completed their actions for an envelope.
Trigger
Instant
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Recipient Delegated
Triggers when a delegation rule is in place and an envelope is sent to a delegated signer.
Trigger
Instant
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Recipient Marked to Finish Later
Triggers when a recipient selected OTHER ACTIONS > Finish Later for an envelope.
Trigger
Instant
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Recipient Resent
Triggers when an envelope was resent to a specific recipient.
Trigger
Instant
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SMS Opt-In
Triggers when a recipient opted in to receiving SMS notifications for an envelope.
Trigger
Instant
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Template Created
Triggers when a template is created.
Trigger
Instant
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Template Modified
Triggers when a template is modified.
Trigger
Instant
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- Bulk List ID
  Required
- Template
  Required
Action
Write
- Template
  Required
- Email Subject
- Email Blurb
- Recipient Email
- Recipient Name
- Recipient Role
Action
Write
- Envelope ID
  Required
- Document ID
  Required
Action
Write
- Template ID
- Brand ID
- Email Subject
- Email Blurb
Action
Write
- Template Name
  Required
Action
Write
- Webform
  Required
- Link Type
  Required
Action
Write
- Bulk List ID
  Required
- Template
  Required
Action
Write
- Envelope ID
  Required
- Void Reason
  Required
Action
Write
- Organization
  Required
- Workspace
  Required
Trigger
Scheduled
Try It
- Organization
  Required
- Workspace
  Required
- Application
  Required
- View
Trigger
Scheduled
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New Organization
Triggers when you add a new organization.
Trigger
Scheduled
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- Organization
  Required
- Workspace
  Required
- Application
  Required
Trigger
Scheduled
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- Organization
  Required
- Workspace
  Required
- Application
  Required
Trigger
Scheduled
Try It
- Organization
  Required
- Workspace
  Required
- Text
  Required
Action
Write
- Organization
  Required
- Workspace
  Required
- Application
  Required
- Item to be updated
  Required
Action
Write

Click Declined
Triggers when a recipient declined a clickwrap agreement.
Trigger
Instant
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Envelope Completed
Triggers when an envelope is completed.
Trigger
Instant
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Envelope Created
Triggers when an envelope is created.
Trigger
Instant
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Envelope Deleted
Triggers when an envelope is deleted.
Trigger
Instant
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Envelope Discard
Triggers when an envelope is discarded.
Trigger
Instant
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Envelope Resent
Triggers when an envelope is resent.
Trigger
Instant
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Envelope Voided
Triggers when an envelope is voided.
Trigger
Instant
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Identity Verification Pending
Triggers when a signer completed the identity verification process for an eIDAS-compliant Qualified Electronic Signature (QES), but the result is still pending.
Trigger
Instant
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New Folder
Triggers when a new folder is created.
Trigger
Scheduled
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Recipient Autoresponded
Triggers when a recipient’s email account sent an automated response to an envelope notification.
Trigger
Instant
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Recipient Declined
Triggers when a recipient declined to sign.
Trigger
Instant
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Recipient Delivered
Triggers when a recipient viewed the documents through the DocuSign signing website. This event does not signify email or SMS delivery of an envelope.
Trigger
Instant
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Recipient Reassigned
Triggers when a recipient reassigned an envelope.
Trigger
Instant
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Recipient Sent
Triggers when a notification that it's their turn to sign was sent to the recipient.
Trigger
Instant
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SMS Opt-Out
Triggers when a recipient opted out of receiving SMS notifications for an envelope.
Trigger
Instant
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Template Deleted
Triggers when a template is deleted.
Trigger
Instant
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- Bulk List ID
  Required
- Role Name
  Required
- Name
  Required
- Email
  Required
Action
Write
- List Name
  Required
- Role Name
  Required
- Name
  Required
- Email
  Required
Action
Write
- Template Name
  Required
- Description
- Email Subject
- Email Blurb
- Document
- Document Name
- Recipient Type
- Delivery Method
- Email
- Phone Number
- Recipient Name
- Role Name
  Required
Action
Write
- Brand ID
- Email Subject
- Email Blurb
Action
Write
- Envelope ID
  Required
Action
Write
- Template
  Required
Action
Write
- Template
  Required
- Email Subject
- Email Blurb
- Recipient Email
- Recipient Name
- Recipient Role
Action
Write
- Template
  Required
- Template Name
  Required
- Description
- Email Subject
- Email Blurb
- Document
- Document Name
- Recipient Type
- Delivery Method
- Email
- Phone Number
- Recipient Name
- Role Name
  Required
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Additional Request Headers
- Body
Action
Write
- Organization
  Required
- Workspace
  Required
- Application
  Required
- Field
- Action Type
  Required
Trigger
Instant
Try It
- Organization
  Required
- Workspace
  Required
- Application
  Required
- View
Trigger
Scheduled
Try It
- Organization
  Required
Trigger
Scheduled
Try It
- Organization
  Required
- Workspace
  Required
- Application
  Required
- Label
- Responsible User
- Status
Trigger
Scheduled
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- Organization
  Required
- Workspace
  Required
- Application
  Required
- File Attachment
Action
Write
- Text
  Required
- Description
- Due_on
- Labels
- Responsible User
- Reminder
- Organization
  Required
- Workspace
  Required
Action
Write
- Organization
  Required
- Workspace
  Required
- Application
  Required
- Search Field
  Required
- Search Field Value
  Required
Action
Search

Learn how to automate Docusign on the Zapier blog

Learn how to automate Podio on the Zapier blog

About Docusign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.

Learn more Help

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About Podio

Podio is a collaborative work platform that's perfect for managing projects, teams, and anything else in your business that needs flexible apps that work the way you do.