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.
See all WorkflowMax + DocuSign integrations or talk to a human
4.9/5 on G2·
Google for Startups Accelerator
How Knit builds this workflow
The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.
WorkflowMax Explore WorkflowMax →
TriggersFires when a new task or card is created in WorkflowMax.
Fires when a task in WorkflowMax is marked complete.
Fires when a task's due date in WorkflowMax is coming up.
Fires when a comment is added to a task in WorkflowMax.
Creates a new task in WorkflowMax.
Updates a task's status or assignee in WorkflowMax.
Posts a comment on a task in WorkflowMax.
Moves a task in WorkflowMax to a different board or list.
DocuSign Explore DocuSign →
TriggersFires when a document is sent for signature in DocuSign.
Fires when all parties have signed a document in DocuSign.
Fires when a signer declines to sign in DocuSign.
Fires when a pending envelope in DocuSign is voided.
Sends a document out for signature via DocuSign.
Voids a pending envelope in DocuSign.
Checks a document's signing status in DocuSign.
Creates a reusable signing template in DocuSign.
More WorkflowMax + DocuSign workflows
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.
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 WorkflowMax so the team can follow up.
See details
See all WorkflowMax + DocuSign integrations → · Browse the full workflow library →
Common questions
Can Knit build “Move project tasks when envelopes are fully signed” between WorkflowMax and DocuSign?
Yes — describe it in the box above and Knit's Integrations Agent researches WorkflowMax and DocuSign's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.
How long does it take to build?
Minutes to 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.