Docusign + Podio
Create Podio items for newly sent or completed DocuSign envelopes
Effortlessly manage your documents and tasks with this smart workflow. When an envelope is sent or completed in DocuSign, it automatically creates a new item in your Podio app, ensuring your projects and data stay up-to-date. Streamline your document management process and boost productivity with this seamless automation.
Effortlessly manage your documents and tasks with this smart workflow. When an envelope is sent or completed in DocuSign, it automatically creates a new item in your Podio app, ensuring your projects and data stay up-to-date. Streamline your document management process and boost productivity with this seamless automation.
- When this happens...Envelope Status Updated
Triggers when an envelope is sent, completed, signed, voided, or declined. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Zapier will only fetch data and documents for envelope types that have been selected.
- automatically do this!Create Item
Triggers when you add a new item, record or entry to an app (standard or custom).
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