Docusign + Microsoft SharePoint

Upload files to Microsoft SharePoint whenever envelopes are updated in DocuSign

Streamline your document management process with this efficient workflow that seamlessly connects DocuSign and Microsoft SharePoint. Whenever there's an update in the status of an envelope in DocuSign, this setup instantly uploads a corresponding file to SharePoint, saving time and eliminating manual data entry. This ensures that all your important documents are easily accessible, organized, and up-to-date in SharePoint, enhancing your overall productivity.

Streamline your document management process with this efficient workflow that seamlessly connects DocuSign and Microsoft SharePoint. Whenever there's an update in the status of an envelope in DocuSign, this setup instantly uploads a corresponding file to SharePoint, saving time and eliminating manual data entry. This ensures that all your important documents are easily accessible, organized, and up-to-date in SharePoint, enhancing your overall productivity.

  1. When this happens...
    DocusignDocusign
    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.

    TriggerScheduled
  2. automatically do this!
    Microsoft SharePointMicrosoft SharePoint
    Upload a File

    Uploads a file.

    ActionWrite
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Supported triggers and actions

    • 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
    • Site

    • FolderRequired

    Trigger
    Scheduled
    Try It
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About Docusign

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

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  • Signatures

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About Microsoft SharePoint

Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.

Related categories

  • Microsoft
  • Team Collaboration