.svg){kind=icon}
How to connect Microsoft To Do and Docusign
Create a New Scenario to Connect Microsoft To Do and Docusign
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Microsoft To Do, triggered by another scenario, or executed manually (for testing purposes). In most cases, Microsoft To Do or Docusign will be your first step. To do this, click "Choose an app," find Microsoft To Do or Docusign, and select the appropriate trigger to start the scenario.
Add the Microsoft To Do Node
Select the Microsoft To Do node from the app selection panel on the right.
+
1
Microsoft To Do
Configure the Microsoft To Do
Click on the Microsoft To Do node to configure it. You can modify the Microsoft To Do URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Docusign Node
Next, click the plus (+) icon on the Microsoft To Do node, select Docusign from the list of available apps, and choose the action you need from the list of nodes within Docusign.
1
Microsoft To Do
⚙
+
2
Docusign
Authenticate Docusign
Now, click the Docusign node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Docusign settings. Authentication allows you to use Docusign through Latenode.
Configure the Microsoft To Do and Docusign Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Microsoft To Do and Docusign Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
5
JavaScript
⚙
6
AI Anthropic Claude 3
⚙
+
7
Docusign
1
Trigger on Webhook
⚙
2
Microsoft To Do
⚙
⚙
3
Iterator
⚙
+
4
Webhook response
Save and Activate the Scenario
After configuring Microsoft To Do, Docusign, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Microsoft To Do and Docusign integration works as expected. Depending on your setup, data should flow between Microsoft To Do and Docusign (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Microsoft To Do and Docusign
Docusign + Microsoft To Do + Microsoft Teams: When a contract is fully signed in Docusign, create a follow-up task in Microsoft To Do to review the document and notify the legal team on Microsoft Teams.
Docusign + Microsoft To Do + HubSpot: When a contract is signed in Docusign, create a follow-up task in Microsoft To Do to ensure proper onboarding, then update the deal stage in HubSpot to reflect the signed contract.
Microsoft To Do and Docusign integration alternatives
About Microsoft To Do
Automate task management by integrating Microsoft To Do with Latenode. Automatically create tasks from emails, database entries, or other apps. Sync tasks between systems, set reminders based on triggers, and manage projects visually using Latenode's low-code interface. Stop manual updates and build scalable task workflows.
Related categories
About Docusign
Integrate DocuSign with Latenode to automate contract workflows. Automatically send, track, and store signed documents. Trigger actions based on signature status, update databases, and alert teams. Latenode adds flexible logic and integrations beyond standard DocuSign options, with pay-per-execution pricing and visual flow design.
Similar apps
Related categories
See how Latenode works
.svg)
.png)
FAQ Microsoft To Do and Docusign
How can I connect my Microsoft To Do account to Docusign using Latenode?
To connect your Microsoft To Do account to Docusign on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Microsoft To Do and click on "Connect".
- Authenticate your Microsoft To Do and Docusign accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create tasks from signed documents?
Yes, you can! Latenode allows you to trigger Microsoft To Do task creation upon document signing in Docusign, automating follow-ups and improving efficiency.
What types of tasks can I perform by integrating Microsoft To Do with Docusign?
Integrating Microsoft To Do with Docusign allows you to perform various tasks, including:
- Create follow-up tasks when a document is successfully signed.
- Generate reminders to review documents awaiting signatures.
- Update task status when a document status changes in Docusign.
- Add new tasks to Microsoft To Do from Docusign form submissions.
- Send summary reports of outstanding documents to a team channel.
What data from Microsoft To Do can I use in my Latenode automations?
You can access task titles, due dates, assigned users, completion status and list associations for use in your workflows.
Are there any limitations to the Microsoft To Do and Docusign integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex document parsing from Docusign might require custom JavaScript.
- The integration relies on active and valid subscriptions for both apps.
- Rate limits imposed by Microsoft To Do and Docusign may affect high-volume workflows.
