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DocuSign + Microsoft To-Do Integrations

Syncing DocuSign with Microsoft To-Do is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

About DocuSign

Docusign is cloud-based eSignature software with the most accurate and secure way to sign and send documents for business, legal, and medical use. Docusign is also used as a powerful workflow tool for eContracts, and e-invoicing.

About Microsoft To-Do

Microsoft To Do is the task management app that makes it easy to stay organized and manage your life. It's simple, smart, and a whole new way to get work done in less time.

Microsoft To-Do Integrations
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Best DocuSign and Microsoft To-Do Integrations

  • DocuSign Google Drive

    DocuSign + Google Drive

    Save a Signed Document from DocuSign to Google Drive Read More...
    When this happens...
    DocuSign Get Document
     
    Then do this...
    Google Drive Upload File
    DocuSign, a popular electronic signature online service, now works with Google Drive. Set up this DocuSign – Google Drive integration and Appy Pie Connect will handle the whole thing for you. Once you’ve set this integration up, whenever you sign a document using DocuSign, the signed document will automatically be sent to Google Drive. This way, you can easily share your signed documents with your colleagues and clients without any hassle. This Connect is highly advantageous to nearly every industry and department, including human resources, sales, real estate, healthcare, education and more. So, enjoy the benefits of workflow automation, set up this integration now!
    How This Integration Works
    • A new document is signed in DocuSign
    • Appy Pie Connect sends that signed document to Google Drive
    What Is Needed For This Integration
    • A DocuSign account
    • A Google Drive Account
  • DocuSign WordPress

    DocuSign + WordPress

    Add a Signed Document from DocuSign to a WordPress Blog Read More...
    When this happens...
    DocuSign Get Document
     
    Then do this...
    WordPress Create Post
    Now you don’t need to upload a signed document to your Blog post manually. Use this automation and we’ll automatically add that document to your blog post without any manual efforts from your end. After setting this integration up, whenever a document is signed in DocuSign, Appy Pie Connect will automatically add it to your blog post. Enjoy the benefits of workflow automation, set up this integration now!
    How this DocuSign – WordPress integration works
    • A new document is signed in DocuSign
    • Appy Pie Connect adds that document to a Blog Post
    What is needed for this integration
    • A DocuSign account
    • A WordPress account
  • DocuSign DocuSign

    WordPress + DocuSign

    Send envelope from template in DocuSign when a post is published on WordPress Read More...
    When this happens...
    DocuSign New Post
     
    Then do this...
    DocuSign Send Envelope
    Get your blog post signed easily and securely without any hassle by connecting your WordPress account with DocuSign. After setting this integration up, whenever a post is published on WordPress, Appy Pie Connect sends an envelope from a template in DocuSign to the contacts of your choice. No coding skills required, follow our simple instructions and set up this integration in minutes.
    How this DocuSign – WordPress integration Works
    • A post is published on WordPress
    • Appy Pie Connect automatically sends an envelope from a template in DocuSign to the contacts of your choice
    What is needed for this integration
    • A DocuSign account
    • A WordPress account
  • DocuSign DocuSign

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    DocuSign {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect DocuSign + Microsoft To-Do in easier way

It's easy to connect DocuSign + Microsoft To-Do without coding knowledge. Start creating your own business flow.

    Triggers
  • Get Document

    Trigger every time a new document is e-signed in DocuSign.

  • New List

    Triggers when a new list is created.

  • New Task

    Triggers when a new task is created.

  • Updated Task

    Triggers when any task is update.

    Actions
  • Create Signature Request

    Create Signature Request

  • Send Envelope

    Send Envelope

  • Create List

    Creates a new list.

  • Create Task

    Creates a new task

How DocuSign & Microsoft To-Do Integrations Work

  1. Step 1: Choose DocuSign as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate DocuSign with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Microsoft To-Do as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Microsoft To-Do with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of DocuSign and Microsoft To-Do

DocuSign is an electronic signature technpogy which helps to sign, send and track documents. It is a platform and service that allows organizations to provide secure digital signatures in the cloud. DocuSign is one of the most popular e-signature platforms in the world.

Microsoft To-Do is a cross-platform task management app developed as part of Microsoft Office 365. The app is available for Android, iOS, Windows, MacOS, and the web. Microsoft To-Do has integration with other Microsoft products such as Outlook, OneNote, and OneDrive.

Integration of DocuSign and Microsoft To-Do

Microsoft To-Do provides many features and functionalities for users to manage their tasks. Integration with Microsoft To-Do gives users access to powerful features like Templates and Custom List Settings.

For instance, if a user creates a task from DocuSign, they can set a task template as “Email from DocuSign”. The task template will have information from the DocuSign transaction that include Recipient Name, Message Content, and Signature (Figure 2. This saves time when creating tasks in Microsoft To-Do. For example, if a user wants to create a task of 5 minutes each day to pay his credit card bill, he can make a template called “Pay Credit Card Bill”. Then he can copy this template into any list under the “Tasks” section on Microsoft To-Do. If he wants to create a new task, he can just select this template and fill in the information about the recipient of the new task and attach it to his credit card bill account on his credit card company website. This way it is easier for him to manage his tasks instead of typing out each individual task manually every week.

Figure 2. Task Template with Attached Document from DocuSign

Benefits of Integration of DocuSign and Microsoft To-Do

Integration with Microsoft To-Do offers many benefits for users. Some of these benefits are listed below:

  • Tasks are automatically created in the right list and will be linked to the correct DocuSign document, so users don’t need to worry about where or how to place tasks.
  • Users don’t even need to open up Microsoft To-Do to create a task from DocuSign, they can do this from their Apple devices or phones conveniently from the lock screen of their devices.
  • Users can add templates automatically for quick creation of new tasks with information from DocuSign documents saved in the templates.

In conclusion, integration of DocuSign and Microsoft To-Do saves time for both users and organization in general. Users can focus more on their daily tasks using Microsoft To-do while still being able to use DocuSign to document these tasks. With integration between DocuSign and Microsoft To-Do, users can save time not only when creating but also when managing tasks. Furthermore, it gives organization flexibility as well in regard to how they want to manage their tasks based on their needs and requirements.

The process to integrate DocuSign and Microsoft To-Do may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.