How to Create DocuSign Documents from ClickUp Tasks Using Pabbly Connect

Learn how to integrate ClickUp with DocuSign using Pabbly Connect to automate document creation for employee agreements. Step-by-step tutorial included. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create DocuSign documents from ClickUp tasks, you first need to access Pabbly Connect. This powerful automation tool allows you to seamlessly integrate ClickUp with DocuSign.

Start by opening a new tab and searching for Pabbly Connect in your browser. You will see the landing page with options to sign in or sign up. If you do not have an account, click on the ‘Sign up for free’ button to create one. This process takes only a few minutes and provides you with 100 free tasks every month.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, you need to create a new workflow. Click on the ‘Create Workflow’ button, and a pop-up window will appear. Name your workflow something descriptive, like ‘Create DocuSign Documents from ClickUp Tasks’.

• Click on the folder where you want to save your workflow.
• After naming and selecting a folder, click on ‘Create’.

Now you will see two boxes: Trigger and Action. The Trigger is the event that starts the workflow, while the Action is what happens as a result. In this case, ClickUp will be the Trigger application.

3. Setting Up ClickUp as the Trigger

In Pabbly Connect, search for ClickUp and select it as your Trigger application. You will then need to set a Trigger event, which will be ‘New Task’. This event will initiate the workflow whenever a new task is created in ClickUp.

To connect ClickUp with Pabbly Connect, click on the ‘Connect’ button. You will be prompted to enter an API token. To obtain this token, log into your ClickUp account, navigate to your profile icon, go to settings, and then to apps to find your API token.

4. Mapping ClickUp Task Details

After connecting ClickUp, you need to fill in the details such as workspace name, space name, folder name, and list name. Ensure you map these correctly in Pabbly Connect to retrieve the necessary information for your tasks.

• Select the appropriate workspace and folder.
• Choose the list where the new tasks will be created.

Once you have mapped all the required details, you can create a new task in ClickUp. For example, create a task named ‘Create Employee Agreement’ and include the employee details in the description. This task will serve as the source for the data needed to generate your DocuSign document.

5. Creating the DocuSign Document

Now that you have your ClickUp task set up, the next step in Pabbly Connect is to set the Action application to DocuSign. Search for DocuSign and select it as your Action application. The Action event will be ‘Create Signature Request’. This will facilitate the document generation process.

Connect DocuSign to Pabbly Connect by clicking on the ‘Connect’ button. If you are already logged into DocuSign in your browser, it should automatically connect. Next, select the template you want to use for creating the document.

Finally, map the required details, such as recipient name and email, from the ClickUp task. This ensures that the document generated will contain the correct information for each employee agreement. After mapping, click on ‘Save and Send Test Request’ to verify that everything is working correctly.

Conclusion

Integrating ClickUp with DocuSign using Pabbly Connect allows for seamless automation of document creation for employee agreements. This process enhances efficiency and reduces errors, making it an invaluable tool for HR managers.