How to automatically send DocuSign envelopes for new items is an automation tool that lets you automate actions across DocuSign,, and many other apps. In this guide, we'll show you how to automatically send envelope from template in DocuSign for each item added in using > DocuSign
Last triggered logoItem added
DocuSign logoSend envelope from template

Create your playbook and set the trigger as "New item added"

After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.

To setup this playbook, click "Add trigger" and then select "New item added" under Then, select details like the board. This will allow your playbook to automatically detect the new item added in and initiate necessary actions.

If this is your first time using a integration in, a prompt will guide you through the connection process.


Add the "Send envelope from template" in DocuSign automation

Integrate the DocuSign automation into your playbook to ensure the prompt send of the specific envelope whenever a new item is added to a specific board in

Click the "Add step" button, then locate the "Send envelope from template" automation for DocuSign and input the mandatory and relevant details.

If your DocuSign account isn't already connected to, you will be prompted to complete that connection. Make sure to allow the necessary permissions for to sync with your DocuSign account.


Activate your playbook

Activating your playbook is the final step to automate sending an envelope in DocuSign. Once turned on, it will respond whenever a new item is added in a specific board in by sending an envelope to sign in DocuSign without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.

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