DocuSign ClickUp

DocuSign + ClickUp Integrations

Put DocuSign + ClickUp to work with AI and enterprise-grade automation

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See the kind of workflows teams build with DocuSign and ClickUp below — describe the exact one you want above and the Agent builds it on demand.

DocuSign + ClickUp When an envelope is created in DocuSign, create a task in ClickUp to track signature progress.
Send envelopes for signature upon task completion When a contract review task is completed in ClickUp, automatically send an envelope for signature in DocuSign to the client. See details
Move project tasks when envelopes are fully signed When an envelope is signed in DocuSign, automatically move the corresponding project task in ClickUp to the next stage. See details
Add task notes when document signature is declined When an envelope is declined in DocuSign, automatically add a comment to the task in ClickUp so the team can follow up. See details

Browse the full workflow library →

Looking to achieve something else with DocuSign and ClickUp?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for DocuSign and ClickUp

Everything DocuSign and ClickUp can do inside a workflow — the triggers that start one and the actions that run when it fires.

DocuSign Explore DocuSign →

Docusign is an electronic signature and digital agreement management platform that allows users to send, sign, and manage legal documents online.

Triggers
Click Agreed

Triggers when a recipient accepted a clickwrap agreement.

Click Declined

Triggers when a recipient declined a clickwrap agreement.

New Docusign Connect Event

Triggers when selected Docusign events occur.

Envelope Completed

Triggers when an envelope is completed.

Envelope Corrected

Triggers when an envelope is corrected.

Envelope Created

Triggers when an envelope is created.

Actions
Add Document to Workspace (For IAM Plans)

Uploads and adds a document to a workspace for organization and collaboration. Only available for Docusign IAM Plans.

Add to Bulk Send List

Adds new recipients to an existing bulk send list.

Add User to Workspace (For IAM Plans)

Adds a user to a workspace with specified permissions. Only available for Docusign IAM Plans.

Bulk Send Envelope From Template

Sends a template to multiple recipients using a bulk send list.

Create Bulk Send List

Creates a new bulk send list with multiple recipients.

Create Draft Signature Request

Creates a draft signature request.

ClickUp Explore ClickUp →

ClickUp is an all-in-one productivity platform that combines task management, document editing, goal tracking, and project planning in one interface.

Knit's Integrations Agent builds ClickUp's triggers and actions on demand — describe the automation in plain English and it writes and runs real code against ClickUp's API.

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Customer Stories

See how leading technology firms are scaling their operations

Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
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Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
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Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
P
Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
A
Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
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Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

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FAQ

Common questions about DocuSign + ClickUp

Is there a pre-built DocuSign + ClickUp automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches DocuSign and ClickUp's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built DocuSign or ClickUp connector?

No. The Agent works whether or not DocuSign or ClickUp already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

Why integrate ClickUp with DocuSign?

It ensures project workflows proceed smoothly without waiting on manual document dispatch, automatically linking contract status directly to project tasks.

Can signature events automatically update project tasks?

Yes, when an envelope is signed or declined in DocuSign, you can automatically update task statuses or add explanatory comments in ClickUp.

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