After years of ‘thinking’ about using zaps, finally trying to give it go.
I have connected CLUST to Zapier with the API
The two connect, and I can pull in test data.
But the test data is not the fields on the form the client has completed, but rather information about the form. eg. the form owner, the due date on it, etc. I want to see the fields the client filled in on the Clust form. I see them referenced but only in a big long string.
Then I wanted to use the form fields to complete a DocuSign template I have… saying ok, form Clust take the phone number an put it on DocuSign Template 123 the phone number field. However, I can’t seem to see the fields of a DocuSign template being available.
In the end all I am really trying to do is have client fill in a Clust Form, and when its submitted, have it sent to docusign for it to go out for signing.
What am I not understanding here?
Best answer by DanversView original