Connect Docusign and Microsoft Teams integrations
Connect Docusign and Microsoft Teams with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Docusign and Microsoft Teams to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
Sent after a recipient accepts an elastic template.
Sent after a recipient declines an elastic template.
Triggers when one of the selected events are fired in Docusign
Triggers when an envelope has been completed.
The envelope has been completed by all the recipients.
Sent when the envelope is correctedcorrected, opens in new window within the UI or via any of the Envelopes/EnvelopesRecipients API calls.
This event is sent when an envelope is created through the DocuSign eSignature UI or when an envelope's status is set to "created" after an Envelopes:create API call.
The envelope has been declined by one of the recipients.
This event is sent after an already-sent envelope is deleted, opens in new window.
This event is sent when all recipients have opened the envelope through the DocuSign signing website. This does not signify an email delivery of an envelope.
Sent when an envelope in created or draft state is deleted or discarded within the tagging UI.
Sent when the envelope is queued to be purged, opens in new window or via the Envelopes:update API call.
Sent when the envelope is resent, opens in new window within the UI or via the Envelopes:update API call.
This event is sent when the email notification, with a link to the envelope, is sent to at least one recipient or when it is a recipient's turn to sign during embedded signing. The envelope remains in this state until all recipients have viewed the envelope.
The envelope has been voided by the sender or has expired. The void reason indicates whether the envelope was manually voided or expired.
Sent when DocuSign gets notification that an email delivery has failed. The delivery failure could be for a number of reasons, such as a bad email address or that the recipient’s email system auto-responds to the email from DocuSign.
Sent when the recipient has completed their actions for the envelope, typically (but not always) by signing.
Sent when the recipient declines to sign the document(s) in the envelope.
Sent after a Delegation rule is in place and when a delegated signer is sent an envelope within the UI or the API.
Sent when the recipient has viewed the document(s) in an envelope through the DocuSign signing web site. This does not signify an email delivery of an envelope.
Sent when the recipient selects Finish Later on an envelope.
Sent when the envelope is reassigned by a recipient within the UI.
Triggered when an envelope is resent to a recipient within the web application or using the EnvelopeRecipients : update API call.
This event is sent when an email notification is sent to the recipient signifying that it is their turn to sign an envelope.
Sent when a template is createdtemplate is created, opens in new window within the UI or via the Templates:create API call.
Sent when a template is deleted within the UI or via the recycle bin API call recycle bin API call, opens in new window.
Sent when a template is modified within the UI or via the Templates:update API call.
Adds a new member.
Adds a member into an Office 365 Group.
Creates a new channel in a Microsoft Team.
Creates a new Office 365 Group.
Creates an online meeting. This will be a standalone meeting that is not associated with any event on the user's calendar; therefore, meetings created via this module will not show on the user's calendar.
Create Microsoft Team by calling from Office 365 Group.
Deletes a channel from team.
Deletes an online meeting by its ID.
Deletes Microsoft Team or Office 365 Group in an organization.
Retrieves the properties and relationships of a channel.
Retrieves a meeting by its ID.
Retrieves the properties and relationships of the specified Microsoft Team or Office 365 Group.
Performs an arbitrary authorized API call.
Creates a new reply to a message in the specified channel.
Sends a message to a team's channel or to a chat.
Updates the properties of the specified channel.
Updates an online meeting by its ID.
Updates the properties of Microsoft Team or Office 365 Group.
Retrives a presence of selected users. Not available for Personal account.
Lists all Microsoft Teams in an organization, including Office 365 Groups.
Lists all channels in Microsoft Team.
Lists all Microsoft Teams that authenticated user has joined in an organization.
Searches for users by a filter parameter.
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Create custom Docusign and Microsoft Teams workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Adds a new member.
Adds a member into an Office 365 Group.
Adds a recipient to the bulk send list
Sends envelopes based on a template to multiple recipients using a bulk send list.
Creates a bulk send list
Creates a long-lived pre-filled webform link (less secure, infinite duration)
Creates a secure Session Link for the filled webform (more secure, shorter duration)
Creates a signing group.
Creates a new template using a document.
Popular Docusign and Microsoft Teams workflows.
Looking to get more out of Docusign and Microsoft Teams? With Make you can visually integrate Docusign and Microsoft Teams into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
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TRY IT ->Send notifications to Microsoft Teams channels for new job postings in Personio
Get instant alerts in Microsoft Teams channels whenever new job postings arise, streamlining collaboration and response times for enhanced recruitment productivity and success.
TRY IT ->Send documents to sign via DocuSign from new records in Airtable
This template periodically checks for new records in Airtable and uses the retrieved information to send a document retrieved from Google Drive to sing via DocuSign. Your Airtable table should have at least these columns: 1) Name 2) Email 3) Last Modified The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.
TRY IT ->Create or close a ticket in Zendesk from a new event in Calendly
Every time a new Calendly event is scheduled with you, a new ticket will be instantly created in Zendesk. If the event is canceled, the ticket will be closed. A notification will be sent to a Microsoft Teams channel. You need to have a Calendly premium account to create this integration.
TRY IT ->Refresh Microsoft Power BI datasets automatically and send a message in Microsoft Teams
This template can be setup at a regular interval (every month, week, hour or on a specific date) to automatically refresh your Microsoft Power BI dataset. Then, a message is sent to a specified Microsoft Teams channel.
TRY IT ->Automatically send Fireflies.ai transcripts to Microsoft Teams
This template can be setup at a regular interval (every month, week, hour or on a specific date) to automatically send today's Fireflies.ai transcripts in Microsoft Teams.
TRY IT ->Upload completed DocuSign document to Dropbox
Every time a document status is changed to Completed in DocuSign, the document will be uploaded to Dropbox.
TRY IT ->
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