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DocuSign + Microsoft Planner Integrations

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Connect DocuSign to Microsoft Planner
Example workflows
Triggers and actions
DocuSign + your other apps
Microsoft Planner + your other apps
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FAQ

DocuSign + Microsoft Planner integrations

Use Relay.app's DocuSign integrations to trigger actions across your apps

Preview of Use any of these DocuSign actions in your Relay.app workflows.

Preview of Add any DocuSign action to your workflow.

Use Relay.app's DocuSign integrations to trigger actions across your apps

Use any of these DocuSign actions in your Relay.app workflows.

Add any DocuSign action to your workflow.

Overview

Connect DocuSign to Microsoft Planner in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between DocuSign, Microsoft Planner, and many other popular SaaS applications.

Check below for example workflows using DocuSign and Microsoft Planner, as well as a list of the triggers and actions Relay.app supports today. Just let us know if we're missing anything you need.

Known for its combination of simplicity and power, Relay.app is a tool that people love for its deep & easy-to-use integrations, powerful AI features combined with human oversight, robust workflow essentials, and first-class customer support.

See all of Relay.app's features

Example DocuSign + Microsoft Planner workflows

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Automatically create plan in Microsoft Planner for each envelope added in DocuSign

Try it

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Send envelope from template automatically in DocuSign for each task created in Microsoft Planner

Try it

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Update plan automatically in Microsoft Planner for each envelope added in DocuSign

Try it

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Create task automatically in Microsoft Planner for each envelope added in DocuSign

Try it

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Automatically update task in Microsoft Planner for each envelope added in DocuSign

Try it

DocuSign Triggers

Envelope

edit

Envelope changed

target

Envelope first meets conditions

add

New envelope added

Microsoft Planner Actions

Group

Find group(s)

Plan

add

Create plan

Find plan(s)

edit

Update plan

Planner bucket

Find planner bucket(s)

Task

add

Create task

Find task(s)

edit

Update task

User

Find user(s)

Microsoft Planner Triggers

Task

add

Task created

DocuSign Actions

Envelope

drafts

Draft envelope from template

drafts

Draft envelope using documents

download

Export envelope as PDF

outgoing_mail

Send envelope from template

outgoing_mail

Send envelope using documents

schedule

Wait until envelope signed (completed)

Template

Find template(s)

Create your own DocuSign + Microsoft Planner integration

Select a trigger in DocuSign

Select an action in Microsoft Planner

Create your workflow

Or automate Microsoft Planner + DocuSign

Select a trigger in Microsoft Planner

Select an action in DocuSign

Create your workflow

Connect DocuSign to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

Or connect Microsoft Planner to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

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FAQ

What is Relay.app?
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Relay.app is a modern, easy-to-use automation tool. Build workflows that connect and automate actions across all the apps you already use. Relay.app has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows. Learn more about Relay.app's features.
How do I connect DocuSign to Microsoft Planner with Relay.app?
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1. Create a free Relay.app account
2. Set a trigger in DocuSign or Microsoft Planner to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize DocuSign and Microsoft Planner to connect to Relay.app
5. Turn on your workflow and start getting more done with less manual work
Check above for some example workflows, or visit our help center for more details on how to get started.
Is Relay.app a Zapier alternative for connecting DocuSign to Microsoft Planner?
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Yes. Relay.app is a modern alternative to Zapier. Relay.app has deeper integrations, additional features, more flexibility, and better pricing.
Zapier is a better fit for some use cases, as a featureful workflow automation tool that has been around for a long time. For example, if you need an integration with a less commonly used app, Zapier may already have the one you need.
For a more detailed comparison, check out our article comparing Relay.app to Zapier or our comparison of Zapier alternatives.
Of course we're biased, but we believe Relay.app is the best way to connect and automate DocuSign and Microsoft Planner—give it a try and let us know what you think.

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via email

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Client onboarding workflow screenshot in Relay.app

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DocuSign + Microsoft Planner integrations

Example DocuSign + Microsoft Planner workflows

Automatically create plan in Microsoft Planner for each envelope added in DocuSign

Send envelope from template automatically in DocuSign for each task created in Microsoft Planner

Update plan automatically in Microsoft Planner for each envelope added in DocuSign

Create task automatically in Microsoft Planner for each envelope added in DocuSign

Automatically update task in Microsoft Planner for each envelope added in DocuSign

Create your own DocuSign + Microsoft Planner integration

Or automate Microsoft Planner + DocuSign

Connect DocuSign to your other apps

Or connect Microsoft Planner to your other apps

Related blog posts

The best form automation software in 2024

FAQ

What is Relay.app?

How do I connect DocuSign to Microsoft Planner with Relay.app?

Is Relay.app a Zapier alternative for connecting DocuSign to Microsoft Planner?

See why people love Relay.app

New to Relay.app? Learn how to automate your first workflow

What will you automate?