Full confession: I am brand new to docusign administration, smartsheets, and zapier-but I am learning fast. I am trying to automate the document flow for my new hires. The idea is that when a new candidate row is added on smartsheets, zapier will trigger docusign to send the background consent form to the candidate email. I have created the form in DocuSign and when I tested it straight from DocuSign it worked perfect. The Zap worked in that when I added a new row I did get the docusign, but all of the fields that I had previously set up were gone. I think it has something to do with assigning the role of “Needs to Sign” on the docusign form. Is there a way to do that through the Zap? Thanks for the feedback!
Best answer by nicksimardView original