Can DocuSign custom fields be used to name a PDF that auto downloads to OneDrive?

Hi @brandon2023 

Good question.

In the DocuSign trigger, make sure to enable “Download form data?”.

Zap with Envelope sent or completed trigger not triggering/can't pull samples

A paid plan is needed to use this trigger

Any other potential restrictions with the DocuSign integration?

The envelope sent or completed trigger only checks for new envelopes every 15 minutes.

I have that option turned on. How do I tell the oneDrive step which form data I want to use in the file name of the PDF?

@brandon2023 

You can use the ‘Custom’ option to map data points between Zap steps.

Help article: https://zapier.com/help/create/basics/set-up-your-zap-action

Troy, thanks for the reply. When I try and us the form data, in the action step, I see this “form data (exists but not shown)”. How do I make the connection to the form data? 

@brandon2023 

After configuring the Zap step, test the DocuSign by filling out the esign.

Then refresh the Zap trigger test examples to pull thru new data.

Help article: https://help.zapier.com/hc/en-us/articles/8496310366093