How do I automate filling Docusign template fields from Google Sheets when the fields don't appear for selection?

Hi @Paulo Roberto 

Translated to English:

Hello, good morning, how are you?

I'm trying to create a Google Sheets automation with Docusign so that the fields stipulated in the attached document as a template in Docusign are filled out from a Google spreadsheet.

As indicated in the second image, the Template Field does not show any fields for selection, when I click on customize it gives the option of some fields in the spreadsheet, but I don't believe it is the correct option. Can you help me with this?

Hi @Paulo Roberto 

Try using this Zap trigger: DocuSign - Send Envelope Using Template

Make sure to adjust your DocuSign Template to have clear data labels: https://support.docusign.com/s/document-item?language=en_US&bundleId=gmi1660583110357&topicId=yis1665092718418.html&_LANG=enus

Help links for using DocuSign in Zaps: https://zapier.com/apps/docusign/help

Hi Troy, thanks for responding.I made changes to the fields within the model created in Docu Sign, but nothing appears in the template yet.

@Paulo Roberto 

Did you try this?

Try using this Zap trigger: DocuSign - Send Envelope Using Template

@Paulo Roberto 

Also, try refreshing the Zap Editor and clicking the [Refresh] button with the Zap step.

I changed the configuration as mentioned, and I also updated the field using the refresh button and it still doesn't appear.

@Paulo Roberto 

In DocuSign, did you save and publish your template?

The created model is saved with the label changes you indicated in the first procedure and published.

@Paulo Roberto 

Try checking/reconnecting your DocuSign Zap app connection here: https://zapier.com/app/connections

Same error 

 

@Paulo Roberto 

Options to troubleshoot:

• Open a ticket with Zapier Support: https://zapier.com/app/get-help
• Open a ticket with DocuSign Support
  • May be a permission/role/setting configuration issue

I still cannot fill in anything in the BRAND ID and TEMPLATE ID fields

 

@Paulo Roberto 

Options to troubleshoot:

• Open a ticket with Zapier Support: https://zapier.com/app/get-help
• Open a ticket with DocuSign Support
  • May be a permission/role/setting configuration issue

Thank you for your time and patience Troy

Hey @Paulo Roberto 👋

I’ve just tested in a Zap on my own account and I was able to see a number of templates in the dropdown menu for the Template ID field:

So I’m thinking that there might be an issue with the Docusign account that’s been connected to the Zap. 🤔

And it seems as though the Support team are thinking along the same lines as they’ve responded to you with a suggestion to ensure that the option to “Allow sender to download form data” is enabled. I’ll share the main information from their reply on how to do that here in case it’s helpful to anyone else that comes across this thread in future:

Hope that helps. Please do keep us updated on how you get on with the Support team, keen to ensure this gets sorted! 🙂

Hi  Sam, thanks for responding.I asked the platform admin to validate this information.Another point I noticed was that I adopted a ready-made template on the filling platform, with Google Sheets triggering as new information added, to create a new document in Sheets using a template, it also gives a permission error message, this makes me think If some other point is connected that I can't identify.

Thanks for checking on that @Paulo Roberto. Please do keep us updated on what the platform admin finds! 

Another point I noticed was that I adopted a ready-made template on the filling platform, with Google Sheets triggering as new information added, to create a new document in Sheets using a template, it also gives a permission error message, this makes me think If some other point is connected that I can't identify.

Hmm, was the error with Google Sheets a “the app returned” “the caller does not have permission” error? If so I’d recommend checking out the Google Sheets error: “the app returned” “the caller does not have permission” guide here for more details on how to fix that.

If it wasn’t that error, can you share a screenshot of the full error so we can better identify what might be causing that issue? Make sure to blur or remove all personal information (names, emails, addresses etc.) from screenshots before sharing - you can use a tool like Zappy for that. 

Looking forward to hearing from you!

Hello good morning, how are you?
Thanks for the feedback.
Regarding your question, I am the document administrator.

Good morning @Paulo Roberto 👋 I’m good thanks, hope you are too! 😁

That’s odd, if you have full admin access for the Google Sheets account then you shouldn’t be getting permissions errors. Can you send us a screenshot (with any personal information removed/obscured) showing the current set up of the Google Sheets action that’s erroring? I’m wondering if there might be an issue with the action’s set up that’s causing some trouble.

And can you confirm whether you’re attempting to create the file in a shared drive? If so, do you have admin/editor permissions for the shared folder that the file is being added to?

Thanks for your assistance here, I’ll be keeping an eye out for your reply! 

Hello good morning, how are you?Yes, of course, I don't have access to the administrator panel, but I created the reference spreadsheet where the data will be collected and the Google document, so I have access as an administrator.today both are on a shared drive.If necessary, I can create this automation from scratch, I will link printouts of the entire process to facilitate your analysis, ok?

Google DOC:

 

Another question, I was wondering if I could create an automation with a different order, instead of the automation talking to Google Sheets and Google Docs, I thought if it wouldn't be simpler to create a spreadsheet that talks directly to docu sign

Thanks for sending those screenshots over @Paulo Roberto. 🙂

Hmm, if it’s the Google Sheets trigger that’s getting the permissions error you mentioned, then you may need to switch to the New or Updated Spreadsheet Row (Team Drive) trigger as that should be better able to access files on shared drives:

Can you give that trigger a try and let me know if you still get the same permissions error message you mentioned.

Another question, I was wondering if I could create an automation with a different order, instead of the automation talking to Google Sheets and Google Docs, I thought if it wouldn't be simpler to create a spreadsheet that talks directly to docu sign

Yes it’s possible to have a Google Sheets trigger followed by a Docusign action. You’d just want to ensure that whatever information the Docusign app needs is captured from the Google Sheets spreadsheet. 

With the issue of the missing Docusign templates I checked the ticket you’ve got open with our Support team and it seems that the “Allow sender to download form data” option had not been enabled, but you’ve since put in a request to your platform admin to get it enabled. Hopefully once it is those fields will appear in the Zap. Please do keep us in the loop on how this goes!