Whenever a Docusign envelope is completed, upload the document to Google Drive
Other popular DocuSign workflows and automations
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11
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Send messages in Slack for completed DocuSign envelopes
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Automatically create a Google Task when a customer completes their DocuSign envelope
1
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Add Google Sheets rows for new completed DocuSign envelopes
5
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When a new DocuSign envelope is completed, create a new Trello card
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Create tasks in Todoist when envelopes are sent in DocuSign
1
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Create DocuSign signature requests for new rows in Google Sheets
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Send Slack messages for new sent DocuSign envelopes
2
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Create a iOS Calendar event whenever a Docusign envelope is completed
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Create your own DocuSign and MoneySense workflow
Create custom workflows effortlessly by selecting triggers, queries, and actions. With IFTTT, it's simple: “If this” trigger happens, “then that” action follows. Streamline tasks and save time with automated workflows that work for you.
4 triggers, queries, and actions
Any new post from MoneySense
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires whenever there is a new post from MoneySense.
Envelope completed
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when an envelope is completed.
Envelope sent
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when an envelope is sent.
Create signature request
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a new signature request from a template.
Any new post from MoneySense
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires whenever there is a new post from MoneySense.
Create signature request
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a new signature request from a template.
Envelope completed
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when an envelope is completed.
Envelope sent
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when an envelope is sent.
Build an automation in seconds!
If
Select a trigger the automation will use
Then
Select an action the automation will perform
You can add delays, queries, and more actions in the next step!
GET STARTED
How to connect to a DocuSign automation
Find an automation using DocuSign
Find an automation to connect to, or create your own!Connect IFTTT to your DocuSign account
Securely connect the Applet services to your respective accounts.Finalize and customize your Applet
Review trigger and action settings, and click connect. Simple as that!Upgrade your automations with
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Connect to more Applets
Connect up to 20 automations with Pro, and unlimited automations with Pro+ -
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More on DocuSign and MoneySense
About DocuSign
DocuSign is the #1 way to send and sign documents electronically. Make your business faster, simpler and more cost-efficient with electronic agreements.
DocuSign is the #1 way to send and sign documents electronically. Make your business faster, simpler and more cost-efficient with electronic agreements.
About MoneySense
MoneySense.ca is a reputable Canadian online platform that provides personal finance news and advice to its readers. The website features a wide array of topics, including investing, retirement planning, real estate, taxes, and insurance, among others. With a team of financial experts, MoneySense.ca offers tips and insights on how to make informed decisions when it comes to managing money.
MoneySense.ca is a reputable Canadian online platform that provides personal finance news and advice to its readers. The website features a wide array of topics, including investing, retirement planning, real estate, taxes, and insurance, among others. With a team of financial experts, MoneySense.ca offers tips and insights on how to make informed decisions when it comes to managing money.