How to Create DocuSign Documents from ClickUp Tasks Using Pabbly Connect

Learn how to automate the creation of DocuSign documents from ClickUp tasks using Pabbly Connect with this step-by-step tutorial. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create DocuSign documents from ClickUp tasks, you need to access Pabbly Connect. Start by opening your web browser and navigating to the Pabbly Connect website. If you do not have an account, click on the ‘Sign up for free’ button, which will allow you to create an account in just a few minutes.

Once you have logged in, you will see the dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Create DocuSign Documents from ClickUp Tasks,’ and choose an appropriate folder for organization.

2. Setting Up ClickUp as the Trigger in Pabbly Connect

In this step, you will set up ClickUp as the trigger application in Pabbly Connect. Click on the trigger box and search for ClickUp. Select it, and then choose the ‘New Task’ event as your trigger. This means that every time a new task is created in ClickUp, it will initiate the workflow.

• Search for ClickUp in the trigger application.
• Select ‘New Task’ as the trigger event.
• Connect ClickUp to Pabbly Connect using the API token.

To connect ClickUp with Pabbly Connect, you will need to provide an API token. Log into your ClickUp account, go to your profile settings, and find the API token under the apps section. Copy this token and paste it into the connection field in Pabbly Connect, then click on ‘Save’ to establish the connection.

3. Mapping ClickUp Task Details for DocuSign

After setting up the trigger, it’s time to map the task details from ClickUp to be used in DocuSign. In Pabbly Connect, you will need to specify the workspace, space name, folder name, and list name from which the task will be pulled. This ensures that the correct task details are used for creating the document.

• Select the workspace where your ClickUp tasks are located.
• Choose the specific space and folder for the task.
• Map the list name where the new task will be created.

Once you have mapped these details, you can create a new task in ClickUp. For instance, name the task ‘Create Employee Agreement’ and add relevant details like employee name, email, designation, and department in the task description. This information will be crucial for generating the document in DocuSign.

4. Creating the DocuSign Document via Pabbly Connect

Now that you have the ClickUp task set up, it’s time to create the DocuSign document. In Pabbly Connect, select DocuSign as the action application. Choose the action event as ‘Create Signature Request.’ This action will use the details from the ClickUp task to generate the document.

After selecting DocuSign, connect it to Pabbly Connect by clicking on the connect button. If you are already logged into your DocuSign account, it will automatically establish the connection. Next, you will need to select the template for the document you wish to create, such as the ‘Employee Agreement’ template.

5. Finalizing the Integration and Testing

With all the details mapped and the DocuSign document setup complete, you can finalize the integration in Pabbly Connect. Click on ‘Save and Send Test Request’ to send a test request. If everything is set up correctly, you will receive a response indicating that the document has been created successfully.

To verify the creation, log into your DocuSign account and check the drafts section. You should see the document for the new employee, Michael Caris, ready for signature. This automation significantly streamlines the process of creating employment contracts and ensures timely execution.

Conclusion

By following this tutorial, you can efficiently create DocuSign documents from ClickUp tasks using Pabbly Connect. This integration automates the document creation process, saving time and reducing errors, making it an essential tool for HR managers.