Docusign + Podio

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

Boost your efficiency and minimize manual efforts when an item is updated in Podio by instantly sending an envelope using a template in DocuSign. This workflow eases the process of document handling, enabling users to focus on more important tasks. Enjoy a streamlined process that is less prone to errors and helps keep your operations running smoothly.

When this happens...
Item Updated
Triggers when you update an existing item, record or entry in an app (standard or custom). Does not trigger on comments.
TriggerScheduled
automatically do this!
Send Envelope Using Template
Sends a envelope signature request using a template.
ActionWrite

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Supported triggers and actions

- OrganizationRequired
- WorkspaceRequired
Trigger
Scheduled
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- OrganizationRequired
- WorkspaceRequired
- ApplicationRequired
- View
Trigger
Scheduled
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New Organization
Triggers when you add a new org.
Trigger
Scheduled
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- Organization
- Workspace
- Application
Trigger
Scheduled
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- OrganizationRequired
- WorkspaceRequired
- ApplicationRequired
Trigger
Scheduled
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- OrganizationRequired
- WorkspaceRequired
- TextRequired
Action
Write
- OrganizationRequired
- WorkspaceRequired
- ApplicationRequired
- Item to be updatedRequired
Action
Write

- Status
- Add certificate of completion?
- Download form data?
Trigger
Scheduled
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- 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
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- OrganizationRequired
- WorkspaceRequired
- ApplicationRequired
- View
Trigger
Scheduled
Try It
- OrganizationRequired
Trigger
Scheduled
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- Organization
- Workspace
- Application
- Label
- Responsible User
- Status
Trigger
Scheduled
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- 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
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- 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