Docusign + Podio

Create DocuSign signature requests for new Podio actions

Streamline your document signing process with this efficient workflow that connects Podio and DocuSign. When a new action occurs in your Podio app, a signature request is instantly created in DocuSign, saving you time and ensuring a seamless experience for both you and your clients. Stay organized and speed up your document signing process with this simple yet powerful automation.

When this happens...
New Action
Triggers instantly when an action happens inside an app which you choose.
TriggerInstant
automatically do this!
Send Envelope Using Template
Sends a envelope signature request using a template.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

- OrganizationRequired
- WorkspaceRequired
Trigger
Scheduled
Try It
- OrganizationRequired
- WorkspaceRequired
- ApplicationRequired
- View
Trigger
Scheduled
Try It
New Organization
Triggers when you add a new org.
Trigger
Scheduled
Try It
- Organization
- Workspace
- Application
Trigger
Scheduled
Try It
- OrganizationRequired
- WorkspaceRequired
- ApplicationRequired
Trigger
Scheduled
Try It

- OrganizationRequired
- WorkspaceRequired
- TextRequired
Action
Write
- OrganizationRequired
- WorkspaceRequired
- ApplicationRequired
- Item to be updatedRequired
Action
Write

- Status
- Add certificate of completion?
- Download form data?
Trigger
Scheduled
Try It
- Brand ID
- Email Subject
- Email Body
Action
Write
- TemplateRequired
- Email Subject
- Email Blurb
- Recipient Email
- Recipient Name
- Recipient Role
Action
Write

- OrganizationRequired
- WorkspaceRequired
- ApplicationRequired
- Field
- Action TypeRequired
Trigger
Instant
Try It
- OrganizationRequired
- WorkspaceRequired
- ApplicationRequired
- View
Trigger
Scheduled
Try It
- OrganizationRequired
Trigger
Scheduled
Try It
- Organization
- Workspace
- Application
- Label
- Responsible User
- Status
Trigger
Scheduled
Try It
- OrganizationRequired
- WorkspaceRequired
- ApplicationRequired
- File Attachment
Action
Write
- TextRequired
- Description
- Due On
- Labels
- Responsible User
- Reminder
- Organization
- Workspace
Action
Write
- OrganizationRequired
- WorkspaceRequired
- ApplicationRequired
- Search FieldRequired
- Search Field ValueRequired
Action
Search
New Folder
Triggers when a new folder is created.
Trigger
Scheduled
Try It
- Template ID
- Brand ID
- Email Subject
- Email Body
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

About Docusign

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

Learn more

Related categories

Signatures

Similar apps

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.

Learn more