Keep DocuSign envelope metadata current
Change the task once and let Notis update the agreement metadata that helps you find and report on it.
Trigger
Task Details Changed
Triggers when a specific task's details change. This trigger monitors a single Google Task and fires when any of its details (title, notes, status, due date, completion, position) are modified.
Action
Create custom fields for envelope
This endpoint allows you to create or update custom fields for a specific docusign envelope. it is used to add or modify additional metadata to envelopes, which can be utilized for sorting, organizing, searching, and other downstream processes. the endpoint supports both list-type custom fields (with predefined options) and text-type custom fields (for free-form entry). this operation is applicable to draft and in-process envelopes only and should not be used for completed envelopes. custom fields added through this endpoint will be visible in the envelope settings section of the docusign console but will not be visible to envelope recipients.
Why this helps
A changed project code or priority leaves the live envelope with stale tracking information.
- Keeps tracking data synchronized
- Improves envelope search and reporting
- Avoids editing the same information twice
Setup
Build it in a few focused steps.
- 1Connect Google Tasks and DocuSign once in Notis.
- 2Create an automation named Agreement metadata sync.
- 3Tell Notis to find the related envelope and update its custom fields from the changed task details.
- 4Pick Task Details Changed as the trigger and choose a report channel.
- 5Test by changing one task note or status tied to an existing envelope.
Questions about this workflow
How does Notis identify the envelope?
Include an envelope ID, client reference, or another reliable identifier in the task or your instruction.
Can it update several fields?
Yes. Name the fields and the source details in the plain language instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Tasks to Docusign. A trigger fires from one place; an action lands in another.
Google Tasks triggers
Docusign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add contacts to contacts list
Adds multiple contacts to a user's contacts list in docusign. this endpoint allows for bulk addition of contacts with detailed information, including cloud provider details, phone numbers, email addresses, and notary-specific information. it's particularly useful for populating a user's address book efficiently or synchronizing contacts from external sources. the endpoint supports various contact types, including regular contacts, shared contacts, and signing groups. use this when you need to add or update multiple contacts simultaneously in a docusign account. note that while it can handle a variety of contact information, it does not provide functionality for removing or deactivating contacts.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Addemailoverridestoenvelope
Adds or modifies email override settings for a specific docusign envelope, allowing customization of the reply-to email address and name, as well as bcc email addresses for archiving purposes. this endpoint should be used when you need to change email settings for an individual envelope, overriding the account-level configurations. it's particularly useful for setting up specialized archiving or customizing the reply-to information for specific envelopes. note that these changes only affect email communications that occur after the addition is made, and the bcc feature is limited to users with appropriate permissions. for security reasons, additional signer authentication is recommended when using the bcc for email archive feature.
New Task Created
Triggers when a new task is created in a Google Tasks list. Uses timestamp filtering (updatedMin) to efficiently detect new tasks.
Add envelope attachments
Adds one or more envelope attachments to a draft or in-process envelope in docusign. this endpoint allows developers to include additional files with an envelope that are not converted to pdf and are only accessible through the api. it's useful for attaching supporting documents or metadata files that should not be part of the main signing process. the endpoint supports up to 12 attachments per envelope, with a maximum file size of 50 mb each. note that these attachments are not visible in the docusign web application and are intended for programmatic use only.
New Task List Created
Triggers when a new Google Tasks task list is created. This trigger monitors Google Tasks and fires when new task lists are detected.
Add existing brand to group
This endpoint adds one or more existing brands to a specified group in docusign. it allows users to associate multiple brands with a group, enabling customized branding for different groups within an account. the endpoint should be used when there's a need to update the brands associated with a particular group, such as when reorganizing branding strategies or expanding brand options for specific user groups. it's important to note that this endpoint only adds existing brands to a group and does not create new brands or modify brand details.
Task Details Changed
Triggers when a specific task's details change. This trigger monitors a single Google Task and fires when any of its details (title, notes, status, due date, completion, position) are modified.
Addfiletoworkspace
This endpoint adds a file to a specific folder within a docusign workspace. it allows users to upload and organize files in their docusign account, enabling better document management and collaboration. the method should be used when integrating file upload functionality with docusign workspaces, such as when adding new documents to a project or sharing files with team members. it's important to note that this endpoint only handles the file addition process and does not provide functions for file modification or deletion.
Task List Changed
Triggers when a task list changes (title or content updates). This trigger monitors a specific Google Tasks list and fires when changes are detected.
Add members to signing group
This endpoint adds one or more new members to a specified signing group within a docusign account. signing groups allow multiple users to act as potential signers for a document, where any member of the group can sign on behalf of the group. this tool should be used when you need to expand or update the membership of an existing signing group. the endpoint allows you to add up to 50 members to a signing group, which is the maximum limit. when adding members, you must provide their email addresses and usernames. it's important to note that docusign recommends separating signer recipients and non-signer recipients (such as carbon copy recipients) into different signing groups to maintain clarity in the signing process.
Task Updated
Triggers when an existing task is updated in a Google Tasks list. This trigger monitors a specific task list and fires when tasks are modified.
Add new users to a specified account
This endpoint adds new users to a specified docusign account, allowing bulk creation of up to 500 users in a single call. it's ideal for quickly setting up multiple users with customized permissions and settings. the endpoint requires at least a username and email for each user, but supports additional configuration options. it returns detailed information about created users, including ids and status.
Addorupdateaccountstamps
This endpoint allows you to add or update one or more account stamps in a docusign account. it provides a comprehensive way to manage signature and stamp settings, including image properties, user associations, and stamp-specific details. use this endpoint when you need to create new stamps or modify existing ones for an account. it's particularly useful for bulk operations on multiple stamps. note that this endpoint doesn't handle the actual process of signing documents, but rather manages the stamps available for use in the signing process.
Connect any two apps with Notis in the middle.
Google Tasks and Docusign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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