Quickly connect DocuSign to Evernote

Other popular DocuSign workflows and automations

Useful DocuSign and Evernote integrations

Triggers (If this)

New note in a notebook
This Trigger fires every time you create a new note in a specific notebook.
Envelope sent
This trigger fires when an envelope is sent.
Add a specific tag to note
This Trigger fires every time you add a specific tag to any of your notes.
Envelope completed
This trigger fires when an envelope is completed.

Actions (Then that)

Create a note
This Action will create a new note in the notebook you specify.
Create signature request
This action will create a new signature request from a template.
Append to note
This Action will append to a note as determined by its title and notebook. Once a note’s size reaches 2MB a new note will be created.
Append a to-do to note
This Action will append a to-do checkbox to a note as determined by its title and notebook. Once a note’s size reaches 2MB a new note will be created.
Create a link note
This Action will create a new link note from a source URL in the notebook you specify.
Create image note from URL
This Action will create a new note with an image attachment in the notebook you specify.
Create an audio note from URL
This Action will create a new note with an audio attachment in the notebook you specify.

DocuSign and Evernote resources

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