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Question

How do I access custom DocuSign data for Google Sheets updates in Zapier?

  • January 15, 2024
  • 1 reply
  • 20 views
A

The trigger is the completion of the Docusign doc, and the action is the updating of a row in a google sheet

I would like to expose certain data from the docusign doc to use in the action step.  Currently, zapier only exposes a subset of the data I need

Is there a way to map the docusign doc to expose customized fields to be used in the action step?

thanks 

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

1 reply

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • January 16, 2024

Hi @Al222 

Try configuring the DocuSign custom fields to have the same internal field name.

Help: https://support.docusign.com/s/document-item?language=en_US&bundleId=gmi1660583110357&topicId=yis1665092718418.html&_LANG=enus

⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
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