WorkflowMax + DocuSign Integrations
Put WorkflowMax + DocuSign to work with AI and enterprise-grade automation
Learn more about WorkflowMax integrations or talk to a human
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Workflows you can build between WorkflowMax and DocuSign
See the kind of workflows teams build with WorkflowMax and DocuSign below — describe the exact one you want above and the Agent builds it on demand.
WorkflowMax + DocuSign
When a job task is added in WorkflowMax, send an envelope for signature via Docusign.
Send envelopes for signature upon task completion
When a contract review task is completed in WorkflowMax, automatically send an envelope for signature in DocuSign to the client.
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Move project tasks when envelopes are fully signed
When an envelope is signed in DocuSign, automatically move the corresponding project task in WorkflowMax to the next stage.
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Add task notes when document signature is declined
When an envelope is declined in DocuSign, automatically add a comment to the task in WorkflowMax so the team can follow up.
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Browse the full workflow library →
Looking to achieve something else with WorkflowMax and DocuSign?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for WorkflowMax and DocuSign
Everything WorkflowMax and DocuSign can do inside a workflow — the triggers that start one and the actions that run when it fires.
WorkflowMax Explore WorkflowMax →
A project management software tool that handles job costing, time tracking, invoicing, and reporting for service businesses.
TriggersTriggers when a job category is created in job settings.
Triggers when a cost is added to a job.
Triggers when a document is added to a job.
Triggers when a task is added to a job.
Triggers when a job task is completed.
Triggers when a job is updated.
Creates a new client.
Creates a cost in cost admin.
Creates a new job.
Creates a cost on a job using either the job number or the job uuid.
Creates a task on a job using either the job number or the job uuid.
Creates a new lead.
DocuSign Explore DocuSign →
Docusign is an electronic signature and digital agreement management platform that allows users to send, sign, and manage legal documents online.
TriggersTriggers when a recipient accepted a clickwrap agreement.
Triggers when a recipient declined a clickwrap agreement.
Triggers when selected Docusign events occur.
Triggers when an envelope is completed.
Triggers when an envelope is corrected.
Triggers when an envelope is created.
Uploads and adds a document to a workspace for organization and collaboration. Only available for Docusign IAM Plans.
Adds new recipients to an existing bulk send list.
Adds a user to a workspace with specified permissions. Only available for Docusign IAM Plans.
Sends a template to multiple recipients using a bulk send list.
Creates a new bulk send list with multiple recipients.
Creates a draft signature request.
Other Project Management apps on Knit
Explore more Project Management integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10,000ft
A high-level resource management and project planning software designed to help businesses manage team capacity and project forecasts.
ActiveCollab
A project management and collaboration software that helps teams organize work tasks, track time, and invoice client work.
Acute
Acute is a product feedback management software that allows SaaS teams to collect feature requests, prioritize roadmaps, and engage users.
adam.ai
A meeting intelligence platform that helps teams organize meeting agendas, record key decisions, and manage actionable project tasks.
Agiled
An all-in-one business management platform offering project planning, client management, invoicing, time tracking, and HR management.
Aha!
A product roadmap and strategic planning software that helps product teams outline strategy, capture ideas, and manage feature releases.
airfocus
airfocus is product strategy and project management software that helps teams prioritize tasks and build visual product roadmaps.
Aisle Planner
Aisle Planner is an event management and design suite built specifically for wedding coordinators and event planning professionals.
Other E-Sign apps on Knit
Explore more E-Sign integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
Adobe Acrobat Sign
Adobe Acrobat Sign is e-signature software designed for sending, signing, and managing digital agreements.
Adobe Sign
Adobe Sign is e-signature software that enables users to send, sign, track, and manage electronic signatures.
Anvil
Anvil is a paperwork automation platform that provides e-signatures, webforms, and PDF generation tools for business workflows.
BoldSign
An enterprise electronic signature software that enables users to securely send, sign, and manage legally binding digital documents.
BoloForms
An electronic signature and document approval tool designed to collect legally binding e-signatures on digital documents.
BreezeDoc
BreezeDoc is a digital document signature platform that enables users to send, track, and legally sign electronic contracts and agreements online.
Clicksign
Clicksign is an electronic signature platform that enables Brazilian businesses to sign, manage, and legalise digital documents online.
Concord CLM
Concord CLM is a contract lifecycle management platform that allows teams to negotiate, sign, and store legal agreements online.
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.
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.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
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.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about WorkflowMax + DocuSign
Is there a pre-built WorkflowMax + DocuSign automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches WorkflowMax and DocuSign's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built WorkflowMax or DocuSign connector?
No. The Agent works whether or not WorkflowMax or DocuSign 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 WorkflowMax 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 WorkflowMax.