I have clients being onboarded, and their names are added as tasks in ClickUp. Now, I want to send each client a contract template for them to sign digitally with their respective names. Could you please provide detailed, step-by-step guidelines on how to integrate ClickUp with DocuSign? I’ve been unable to find any helpful YouTube videos, so your assistance would be greatly appreciated. I’ve set up the scenario based on my limited knowledge, but it’s not working as expected—specifically, it’s not sending any emails. Could you please guide me on how to properly configure this setup? Your assistance would be greatly appreciated. Thanks in advance.
Welcome to the Make community!
Yes, that is possible. You’ll need a minimum of three modules:
This is just an example. Your final solution may or may not look like this depending on your requirements.
For more information, see
- https://www.make.com/en/help/apps/website-building/webflow
- https://www.make.com/en/help/apps/productivity/clickup
- https://www.make.com/en/help/apps/file-and-document-management/docusign
I would suggest completing the Make Academy before jumping into building a complete scenario. If you need specific assistance when you are building a scenario it’s easier to help you then. Otherwise, you can also hire a professional by posting a request in the Hire a Pro category.
Here are some useful links and guides you can use to learn more on how to use the Make platform, apps, and app modules. I found these useful when I was learning Make, and hope they might benefit you too —
Getting Started
- Help Centre | Tutorials – Make “Manual”
- Make Academy – Basics 101: Learn Make and get certified
Help Centre Basics
- Mapping – What is mapping? What can I map?
- Mapping with arrays – How to map items in an array
- Aggregate an array for mapping complex fields
- Date Format: tokens for
parseDate| tokens forformatDate - HTTP modules – Make a request, Get (download) a file
- Webhooks – Error Handling, Responding to webhooks
Articles & Videos
- Router Magic Formula - YouTube
- Error Handlers in Make - YouTube playlist
- Getting started with OpenAI - How to setup and use OpenAI (ChatGPT) in Make
- How to use Regex in Make - How to use pattern matching to extract the text you want
Hope this helps! Let me know if there are any further questions or issues.
Note: I see hundreds of posts, notifications, and messages daily on this forum, so if I missed your reply, please message me to look at your reply.
— @samliew
P.S.: Did you know, the concepts of about 70% of questions asked on this forum are already covered in the Make Academy. Investing some effort into it will save you lots of time and frustration using Make later!