How to Integrate Microsoft Teams with DocuSign

Quick summary

This tutorial shows how to integrate Microsoft Teams with DocuSign using Make.com by building an automated scenario that sends Teams notifications whenever a DocuSign event is triggered. Follow the steps below to connect both apps, configure a webhook, and test the live workflow end to end.

Steps

1. Go to your Make.com dashboard and click Create a new scenario.
2. In the scenario editor, click the add icon, search for DocuSign, and click on it.
3. Choose a trigger for your DocuSign scenario.
4. Click Create a webhook to set up the DocuSign trigger.
5. Click Create a connection to link your DocuSign account.
6. Click Allow access to grant Make.com permission to your DocuSign account.
7. Click Save once DocuSign is successfully connected to Make.
8. In the scenario editor, click the add icon, search for Microsoft Teams, and click on it.
9. Choose an action from the Microsoft Teams module.
10. Set up the workflow to define how DocuSign triggers result in actions in Microsoft Teams, then click OK.
11. Click Run Once to test the integration and confirm that the workflow sends the correct Teams message based on DocuSign events.