Trello
Docusign

Trello and Docusign Integration

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

Explore Triggers and Actions

Card Archived (Instant)
Trigger new event for each card archived.
Card Due Date Reminder
Trigger new event at a specified time before a card is due.
Card Moved (Instant)
Trigger new event each time a card is moved to a list.
Card Updated (Instant)
Trigger new event for each update to a Trello card.
Custom Webhook Events (Instant)
Trigger new events for activity matching a board, event types, lists and/or cards.
New Attachment (Instant)
Trigger new event when a new attachment is added on a board.
New Board Activity (Instant)
Trigger new event for new activity on a board.
New Card (Instant)
Trigger new event for each new Trello card on a board.
New Board (Instant)
Trigger new event for each new board added.
Create Draft
Create and send an envelope, or create a draft envelope.
Create Signature Request
Creates a signature request from a template
Download Documents
Download the documents of an envelope to the /tmp directory.

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

No usecase found. Try searching again.

What can Ayudo do with Trello and Docusign?

The Trello and DocuSign integration streamlines your workflow by allowing you to send, sign, and track documents without leaving your Trello workspace. Easily attach DocuSign envelopes to Trello cards, monitor signature status in real-time, and keep your team aligned on contract progress—all within a familiar project management environment.

Connect
Trello
and
Docusign
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'. Follow the prompts to authorize and link your DocuSign account securely.

Can I send documents for signature directly from Trello cards?

Yes! Once integrated, you can attach documents to Trello cards and send them for signature via DocuSign without switching apps, simplifying your document workflow.

How can I track the status of sent documents in Trello?

The integration updates your Trello cards with real-time status indicators from DocuSign, so you can see when documents are sent, viewed, signed, or completed at a glance.

Is my data secure when using the Trello and DocuSign integration?

Absolutely. Both Trello and DocuSign employ industry-leading security measures, including encryption and compliance with global data protection standards, ensuring your documents and information remain safe.

Does this integration require additional fees?

The integration itself is free to add, but you need an active DocuSign subscription to send and manage documents. Trello pricing applies separately based on your plan.

Built by folks who built