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Google sheets --> docusign, how to port custom fields into docusign

  • 4 January 2023
  • 2 replies
  • 140 views

Hi!

I have an excel spreadsheet containing multiple fields that I need to autopopulate into docusign. I’m only seeing the option to customize recipient information on the zapier integration, but I need to fill in things like: 

Date approved

Amount of funds 

etc. 

Is this possible? Open to using a different middleman app too if that might work! 

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2 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @Fell-o 

Good question.

Make sure you DocuSign template is configured correctly to expose those fields in the Zap step.

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
chanelle
Userlevel 7
Badge +8

Hey @Fell-o 👋, as Troy mentioned the columns/headers need to be configured properly to have them populate in Zap steps. You can read more about mapping of fields in this article, I believe this will be fairly helpful for your question. 

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