Is it possible to push data to merge fields (or custom fields) in a Docusign template? I’d like to take data coming in from a form (or leverage data saved in a google sheet) and populate a custom field in a Docusign Template before requesting a signature. Is this possible?
Page 1 / 1
Hey there! Docusign have quite a limited Zapier integration, but what you’re trying to do could be achieved with a mixture of Zapier’s webhooks and the Docusign API
https://developers.docusign.com/esign-rest-api/reference/Templates/TemplateCustomFields
It’s a bit of a technical solution though, unfortunately - You’ll need to understand the document and the Docusign API
I am attempting to setup a very similar Zap as the original question. The issue I am having right now, is that DocuSign requires a Redirect URI for the integration and I cannot find any relevant information on the topic of using Zapier webhooks to authenticate DocuSign.
Hi
If this is in reference to an integration you’re building on the Zapier Developer Platform, your best bet would be to ask that question here, in Developer Discussion :)
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.