How to Integrate Microsoft Teams with DocuSign
To integrate Microsoft Teams with DocuSign, follow these steps:
- Go to your Make.com dashboard, click on '+Create a new scenario'.
- In the scenario editor, click the add icon, search for 'DocuSign' and click on it.
- To connect DocuSign, choose a trigger for your scenario.
- Click 'Create a webhook'.
- Click 'Create a connection'.
- Click 'Allow access' to proceed.
- Click 'Save' once you have successfully connected DocuSign with Make.
- In the scenario editor, search for 'Microsoft Teams' by clicking on the add icon and click on it.
- Choose an action from Microsoft Teams.
- Set up the workflow to define how DocuSign triggers should result in actions in Microsoft Teams and click 'OK'.
- Click 'Run Once' to test the integration. This will trigger the workflow and send the corresponding message to Microsoft Teams based on DocuSign events.
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