Docusign + Microsoft SharePoint

Update Microsoft SharePoint items when DocuSign envelope status changes

Streamline your document processes within your team using this workflow. When there's a status update in DocuSign, it automatically generates a list item in Microsoft SharePoint. This aids in seamless organization and processing of documents, saving you time and enhancing team collaboration.

Streamline your document processes within your team using this workflow. When there's a status update in DocuSign, it automatically generates a list item in Microsoft SharePoint. This aids in seamless organization and processing of documents, saving you time and enhancing team collaboration.

  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
    Create List Item

    Creates a new item on a list.

    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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docusign logo

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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sharepoint logo

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