Docusign
Trello

Docusign and Trello Integration

Seamlessly manage and sign documents directly within your Trello boards using the DocuSign integration.

Explore Triggers and Actions

New Folder
Trigger new event when a new folder is created
New Change in Envelope Status
Trigger new event when an envelope's status is updated
Add Checklist
Adds a new checklist to a card.
Add Attachment To Card
Adds a file attachment on a card.
Add Existing Label to Card
Adds an existing label to the specified card.
Add Comment
Create a new comment on a specific card.
Add Member to Card
Adds a member to the specified card.
Archive Card
Archives a card.
Complete a Checklist Item
Completes an existing checklist item in a card.
Create a Board
Create a new Trello board or copy from an existing one.
Create Card
Creates a new card.

How it works

Add your support channel as a trigger
Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.
Connect your apps
Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.
Connect it to your tools
Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

Popular App Usecases

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What can Ayudo do with Docusign and Trello?

The DocuSign and Trello integration empowers teams to streamline their document signing workflows without leaving Trello. Easily send, track, and manage legally binding signatures on contracts, agreements, and forms right from your Trello cards. This integration saves time, reduces manual steps, and keeps your projects moving forward with full visibility into signature statuses.

Connect
Docusign
and
Trello
to streamline your company's workflows, automate tasks, and boost productivity.

Frequently asked questions

How do I connect DocuSign to my Trello account?

To connect DocuSign with Trello, navigate to the Power-Ups section in your Trello board, search for the DocuSign integration, and click 'Add'. Then, authenticate your DocuSign account to enable seamless document signing within your boards.

Can I send documents for signature directly from Trello cards?

Yes! With the integration, you can attach documents to Trello cards and send them for signature via DocuSign without leaving Trello, streamlining your workflow significantly.

Will I receive notifications when a document is signed?

Absolutely. The integration provides real-time updates and notifications on your Trello cards when documents are viewed, signed, or completed, keeping your team informed at every step.

Is the DocuSign integration secure?

Yes, DocuSign uses industry-leading security protocols and encryption to ensure your documents and signatures are protected. The integration maintains these security standards within Trello.

Does this integration support multiple users and teams?

Yes, the DocuSign and Trello integration supports collaboration across teams, allowing multiple users to send, sign, and track documents within shared Trello boards.

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