DocuSign to Trello Integration | MESA

Connect DocuSign to Trello and automate your tasks

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Activity reports

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MESA's DocuSign to Trello integration is the fastest way to sync data between the two — without touching a line of code. Choose which fields to send, how they're formatted, and when the sync happens. Start with a pre-built template, customize it with AI, or build something completely unique in under 10 minutes.

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Why integrate DocuSign with Trello

The DocuSign to Trello integration helps you sync data, automate manual tasks, and keep your stack aligned — without writing code.

Order automation →

Trigger Shopify workflows when a contract is signed in DocuSign

When a DocuSign envelope is completed — a wholesale agreement, a B2B contract, a vendor terms acceptance — MESA kicks off the corresponding action in Shopify. Your store operations start the moment a signature is in place without anyone manually bridging the two systems.

Enterprise automation →

Create and send DocuSign envelopes from Shopify order events

When a qualifying order comes in — a wholesale account, a high-value B2B purchase, a custom agreement — MESA generates the right DocuSign envelope and routes it to the customer or vendor for signature. Your contract process starts automatically from the moment an order is placed.

Data integration →

Keep Shopify customer records current when DocuSign status changes

When a DocuSign envelope is sent, viewed, signed, or declined, MESA updates the corresponding Shopify customer record with the current status. Your team always knows where each agreement stands without checking DocuSign separately.

Order automation →

Keep Trello boards current as orders arrive

When a Shopify order is placed, MESA automatically creates or updates a Trello card with the order details. Your team sees what needs action without manual data entry.

Fulfillment operations →

Alert your team when Trello card status changes

When a card moves to a new list, MESA notifies the right people in Slack or email. Nothing stalls waiting for someone to notice an update.

Data integration →

Log Shopify activity to Trello without lifting a finger

Every fulfillment, refund, or high-value order gets logged as a Trello card automatically. Your board stays up to date and your team stays in the loop.

Build any DocuSign and Trello automation

MESA helps you connect apps to automate repetitive tasks. A trigger is an event that starts a workflow, and actions are the steps that occur when it's running.

Board Updated

Starts when a board is updated.

Card Created

Starts when a card is created.

Card Deleted

Starts when a card is deleted.

Card Moved from Board

Starts when a card is moved from a board.

Card Moved to Board

Starts when a card is moved to a board.

Card Updated

Starts when a card is updated.

Comment Created

Starts when a comment is created in a board.

List Created

Starts when a list is created.

List Moved from Board

Starts when a list is moved from a board.

List Moved to Board

Starts when a list is moved to a board.

List Updated

Starts when a list is updated.

Click Agreed

Starts when a recipient accepts an Elastic template.

Click Declined

Starts when a recipient declines an Elastic template.

Envelope Completed

Starts when an envelope has been completed by all recipients.

Envelope Corrected

Starts when an envelope is corrected.

Envelope Created

Starts when a new envelope is created.

Envelope Declined

Starts when an envelope has been declined by one of the recipients.

Envelope Deleted

Starts when an already-sent envelope is deleted.

Envelope Delivered

Starts when all recipients have opened the envelope through the DocuSign signing website.

Envelope Discarded

Starts when an envelope in a created or draft state is deleted.

Envelope Purged

Starts when an envelope is queued to be purged.

Envelope Resent

Starts when an envelope is resent.

Envelope Sent

Starts when an email notification, with a link to the envelope, is sent to at least one recipient or when it is a recipient's turn to sign during embedded signing.

Envelope Voided

Starts when an envelope has been voided by the sender or has expired.

Recipient Authentication Failed

Starts when a recipient fails an authentication check. In cases where a recipient has multiple attempts to pass a check, it means that the recipient failed all the attempts.

Recipient Auto Responded

Starts when DocuSign gets notification that an email delivery has failed. The delivery failure could be for a number of reasons, such as a bad email address or that the recipient’s email system auto-responds to the email from DocuSign.

Recipient Completed

Starts when the recipient has completed their actions for the envelope, typically (but not always) by signing.

Recipient Declined

Starts when a recipient declines to sign the document(s) in the envelope.

Recipient Delegate

Starts when a delegated signer is sent an envelope and after a Delegation rule is in place.

Recipient Delivered

Starts when a recipient has viewed the document(s) in an envelope through the DocuSign signing web site. This does not signify an email delivery of an envelope

Recipient Finish Later

Starts when a recipient selects finish on an envelope.

Recipient Reassigned

Starts when an envelope is reassigned by a recipient.

Recipient Resent

Starts when a recipient selects finish within the web application on an envelope.

Recipient Sent

Starts when an email notification is sent to the recipient signifying that it is their turn to sign an envelope.

Template Created

Starts when a template is created.

Template Deleted

Starts when a template is deleted.

Template Modified

Starts when a template is modified.

Add Comment to Card

Create a new comment on a card.

Add Label to Card

Add a label to a card.

Add Member to Board

Add a member to a board.

Add Member to Card

Add a member to a card.

Archive Cards in List

Archive all cards in a list.

Archive or Unarchive List

Archive or unarchive a list.

Create a Label on a Board

Create a label on a board.

Create a List on a Board

Create a list on a board.

Create Attachment on Card

Create an attachment on a card.

Create Board

Create a board.

Create Card

Create a new card.

Create Checkitem on Checklist

Create a check item on a checklist.

Create Checklist

Create a checklist.

Create Checklist on Card

Create a new checklist on a card.

Create Custom Emoji for Member

Create a custom emoji for a member.

Create Label

Create a label.

Create Label on a Card

Create a new label for the board and add it to a card.

Create List

Create a new list.

Create Tag for Board

Create a tag for a board.

Delete Board

Remove a board.

Delete Card

Remove a card.

Delete Card's Attachment

Remove an attachment from a card.

Delete Card's Check Item

Remove a check item from a card.

Delete Checkitem from Checklist

Remove a checkitem from a checklist.

Delete Checklist

Remove a checklist.

Delete Checklist from Card

Remove a checklist on a card.

Delete Label

Remove a label.

Get Card's Field

Grab all details about a field on a card.

Get Card's Members

Obtain a list of members of a card.

Get List of Available Emojis

Obtain a list of available emojis.

Get List of Board's Cards

Obtain a list of cards on a board.

Get List of Board's Checklists

Obtain a list of checklists on a board.

Get List of Board's Members

Obtain a list of members who have access to a board.

Get List of Card's Attachments

Obtain a list of attachments on a card.

Get List of Card's Checklists

Obtain a list of checklists on a card.

Get List of Card's Completed Checklist Items

Obtain a list of completed checklist items on a card.

Get List of Cards the Member is on

Obtain a list of cards a member is on

Get List of Checklist's Checkitems

Obtain a list of checkitems on a checklist.

Get List of Filtered Cards on Board

Obtain a list of cards on a board that matches a given filter.

Get List of Filtered Lists on a Board

Obtain a list of filtered lists on a board.

Get List of Labels on a Board

Obtain a list of labels on a board.

Get List of List's Cards

Obtain a list of existing cards in a list.

Get List of Member's Boards

Obtain a list of boards that the user is a member of.

Get List of Member's Custom Emojis

Obtain a list of a member's uploaded custom emojis.

Get List of Member's Invited Boards

Obtain a list of boards a member has been invited to.

Get Lists on a Board

Get the lists on a board.

Get the Board a List is on

Get the board a list is on.

Get the Board the Card is on

Get the board associated with the card.

Get the Board the Checklist is on

Get the Board the Checklist is on.

Get the Card the Checklist is on

Get the Card the Checklist is on.

Get the List of a Card

Get the list a card is in

Invite Member to Board via email

Invite a member to the board via email.

Mark Board as Viewed

Mark a board as viewed.

Move Cards in List

Move all Cards in a List

Move List to Board

Move a list to a different board.

Remove Label from Card

Remove a label from a card.

Remove Member from Board

Remove a member from the board.

Remove Member from Card

Remove a member from a card.

Retrieve Board

Grab all details about a board.

Retrieve Card

Grab all details about a card.

Retrieve Card's Attachment

Grab all details about an attachment on a card.

Retrieve Card's Check Item

Grab all details about a check item on a card.

Retrieve Checklist

Grab all details about a checklist.

Retrieve Checklist's Checkitem

Grab all details about a checkitem on a checklist.

Retrieve Checklist's Field

Grab all details about a field on a checklist.

Retrieve Field on Board

Grab all details about a field on a board.

Retrieve Label

Grab all details about a label.

Retrieve List

Grab all details about a list.

Retrieve Member

Grab all details about a member.

Retrieve Member

Grab all details about a member.

Retrieve Member's Custom Emoji

Grab all details about a member's custom emoji.

Retrieve Member's Field

Grab all details about a member's field.

Update Board

Modify a board's details.

Update Card

Modify a card's details.

Update Card's Check Item

Modify the details of a checkItem on a card.

Update Card's Check Item in Checklist

Modify an item in a checklist on a card.

Update Checklist

Modify a checklist's details.

Update Field in Checklist

Modify a checklist's field.

Update Label

Modify a label's details.

Update Label's Field

Modify a field on a label.

Update List

Modify a list's details.

Update List's Field

Modify a field on a list.

Update Member

Modify a member's details.

Add Email Setting Overrides To Envelope

Add email settings to change who an email is sent to, and use BCC for email archiving.

Add New Step To Envelope's Workflow

Add a new step to a workflow for an envelope.

Add Or Replace Document in Envelope

Appends or replaces a document in an envelope that's being processed or drafted.

Add Templates To Document in Envelope

Append templates to an envelope's document.

Add Templates To Envelope

Append templates to an envelope.

Adds Attachment To Draft or In-Process Envelope

Appends an attachment to draft or in-process envelope.

Adds Multiple Attachments To Draft or In-Process Envelope

Appends multiple attachments to a draft or in-process envelope.

Change Status of Envelope Transfer Rule

Change the status of an envelope transfer rule between enabled and disabled.

Change Status of Multiple Envelope Transfer Rules

Change the status of one or more envelope transfer rules to enable/disable them.

Create Custom Document Fields in Envelope Document

Create custom document fields for envelope document.

Create Envelope Custom Fields for Envelope

Create an envelope custom field for draft or in-process envelopes.

Create Envelope Recipient Preview

Generate a preview URL for a draft envelope or template to enable the sender to see what the recipients will experience.

Create Envelope Transfer Rule

Create an envelope transfer rule.

Create Link to Page for Manually Reviewing Ids

Create an URL for a manual recipient ID review page.

Create Preview of Responsive Version of Document

Generate a preview of a document's responsive HTML version.

Create Preview of Responsive Versions of all Documents in Envelope

Generate a preview of responsive HTML versions of all documents in an envelope before sending.

Create Resource Token for Sender To Request ID Evidence Data

Create a token for a sender to provide identification data for a recipient.

Creates an envelope

Creates and sends an envelope or creates a draft envelope.

Delete Custom Document Fields from Envelope Document

Remove custom fields from an envelope document.

Delete Delayed Routing Rules for Envelope Workflow Step

Remove a delayed routing rule for an envelope's workflow step, but first make sure the delay is not in progress.

Delete Email Setting Overrides for Envelope

Remove all email override settings for an envelope.

Delete Envelope Custom Fields for Draft or In-Process Envelope

Remove custom fields from drafts or in-process envelopes.

Delete Envelope Lock

Remove the lock from an envelope while optionally saving or discarding changes made while the lock was active.

Delete Envelope Transfer Rule

Remove an envelope transfer rule if you're an Administrator with the enabled Transfer Custody feature.

Delete Page from Document in Envelope

Remove a page from a document in an envelope according to its page number.

Delete Recipient from Envelope

Remove recipient from a draft or sent envelope.

Delete Scheduled Sending Rules for Envelope's Workflow

Remove scheduled sending rules for an envelope's workflow before the countdown begins.

Delete Template from Document in Envelope

Remove a template from an envelope's document.

Delete Workflow Definition for Envelope

Remove workflow definition of a specified envelope and cancel scheduled email if any.

Delete Workflow Step from Envelope's Workflow Definition

Remove a workflow step from an envelope.

Deletes Attachment from Draft Envelope

Remove attachment from a draft envelope.

Get List of Document Page Images Based on Input

Obtain a list of document pages' images based on input.

Get List of Email Setting Overrides for Envelope

Obtain a list of email override settings for an envelope.

Get List of Envelope Tab Data for Envelope

Download envelope and tab data from sent or shared envelopes.

Get List of Envelope Transfer Rules

Obtain a list of envelope transfer rules for the associated account (restricted to Administrators and with Transfer Custody feature enabled).

Get List of Envelope's Attachments

Obtain a list of attachments for an envelope.

Get List of HTML Definitions Used to Generate Dynamically Sized Responsive Documents

Obtain a list of definitions used to generate a responsive document, which may be empty if the document ID is invalid.

Get List of Original HTML Definitions used to generate Responsive HTML for Envelope

Obtain a list of original HTML definitions used to generate responsive HTML for an envelope.

Get List of Scheduled Sending Rules for Envelope's Workflow Definition

Obtain a list of scheduled sending rules based on template and workflow step.

Get List of Sender Fields found in the Envelope’s Documents

Obtain a list of sender fields found in the envelope’s documents.

Get List of Templates Associated With Document in Envelope

Obtain a list of associated templates of specified envelope's document.

Get List of Templates Used in Envelope

Obtain a list of names and IDs of server-side templates used in an envelope.

Get List of Workflow Definitions for Envelope

Obtain a list of workflow definitions for a specified envelope.

Gets List of Documents in Envelope

Obtain a list of envelope documents.

Gets List of Envelope Audit Events for Envelope

Obtain a list of envelope audit events for a specific envelope.

Lock Envelope

Lock an envelope to prevent changes.

Retrieve Custom Document Fields from Envelope Document

Grab all details about document field information for an envelope document.

Retrieve Custom Field Information for the Specified Envelope

Grab all details about a custom field information for an envelope.

Retrieve Default Electronic Record & Signature Disclosure for Envelope

Grab all details about the default electronic record and signature disclosure for a specified envelope.

Retrieve Delayed Routing Rules for Envelope's Workflow Step Definition

Grab all details about the delayed routing rules for a workflow step.

Retrieve Document from Envelope

Grab all details about a single document from an envelope.

Retrieve Document Visibility for Recipient

Grab all details about a recipient's document visibility information.

Retrieve Electronic Record & Signature Disclosure for Envelope Recipient

Grab all details about the recipient-specific electronic record and signature disclosure (ERSD) in HTML format, with the option to specify language.

Retrieve Envelope Lock Information

Grab all details about a locked envelope if the requesting user is the one who locked it.

Retrieve Envelope Notification Information

Grab all details about an existing envelope's notification, reminders, and expirations.

Retrieve Envelope Status

Grab all details about the overall status for a specific envelope.

Retrieve Envelope Statuses for Envelopes

Grab all envelope statuses for a set of envelopes.

Retrieve Initials Image for User

Grab the image of the user's initials.

Retrieve Page Image from Envelope for Display

Grab all details about an image of document page for display.

Retrieve PDF Transcript of All Comments in Envelope

Grab a PDF file of all comments added to an envelope's documents.

Retrieve Signature Image Information for Signer/Sign-in-Person Recipient

Grab user signature image in the same format as uploaded.

Retrieve Signature Information for Signer or Sign-in-Person Recipient

Grab signer's or sign-in person recipient's signature information.

Retrieve Specified Workflow Step for Template

Grab all details of a specific workflow step for a specified envelope.

Retrieve Status of Recipients for Envelope

Grab all details about the status and tab values of all recipients in an envelope, and identify the current recipient in the routing list.

Retrieve URL to Envelope Correction UI

Grab the URL for embedding the envelope correction view of DocuSign's UI.

Retrieves a PDF document from the envelope with no CoC.

DARRYL

Retrieves Attachment from Envelope

Grab all details about an attachment from an envelope.

Revoke Correction View URL To Envelope UI

Revoke the envelope UI correction view URL.

Rotate Page Image from Envelope for Display

Rotate a page image to display left or right.

Search for Specific Sets of Envelopes in Account

Search for envelopes in your accounts.

Send, Modify a Draft Envelope, Void In-Process Envelope, or Purge Documents/Envelope Metadata

Modify an envelope.

Set Envelope Notifications for Envelope

Set notifications for an existing envelope with reminders and expirations either using request or account default settings.

Set Initials Image for Accountless Signer

Update initials image for accountless signer by uploading a gif, png, jpeg or bmp file under 200K in size. The credentials must match the sender and the signer's account must have certain properties set to true.

Set Signature Image for Accountless Signer

Modify signature image for accountless signer with supported image format and size, requires sender credentials and account settings.

Update an Envelope’s Documents by populating its Sender Fields

Modify an envelope's documents by populating its sender fields.

Update Custom Document Fields in Envelope Document

Modify custom document fields in an envelope document.

Update Delayed Routing Rules for Envelope's Workflow Step Definition

Modify a workflow step definition's delayed routing rules for an envelope.

Update Document Visibility for Recipient

Modify a document's visibility for a recipient.

Update Document Visibility for Recipients

Modify document visibility for recipients.

Update Email Setting Overrides for Envelope

Modify the email override settings for a specific envelope.

Update Envelope Custom Fields in Envelope

Modify envelope custom fields names for draft and in-process envelopes.

Update Envelope Lock

Modify lock information for a locked envelope.

Update Scheduled Sending Rules for Envelope's Workflow

Modify scheduled sending rules for an envelope's workflow.

Update Workflow Definition for Envelope

Modify the workflow for a specific envelope, including scheduled sending and delayed routing.

Update Workflow Step for Envelope

Modify a specific workflow step for an envelope.

Updates the Recipients for an Envelope

Modify the recipients for an envelope.

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Not just software—partnership

Expert support included

MESA includes hands-on support from automation experts who know how to get things done.

Free workflow setup

We'll build your first workflow with you live. Most merchants walk away with automation saving 5+ hours/week.

Fast response times

Average first response: Same day. Critical issues: Immediate escalation. Complex builds: 24-48 hours.

Managed services available

Personalized workflow reviews, and quarterly check-ins to identify new opportunities as your business grows.

Real humans, always

Chat with real automation experts (not bots). Email support 9am-5pm PST. Google Meet sessions for complex workflows.

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