Skip to main content

Get Support
Have a question? Let's get you an answer!

How Do I...? Troubleshooting Code & Webhooks Developer Zone

Other Help Resources
Wait, there's more! Check out these Community sourced spaces for additional resources.

Zapier Help Center Hire an Expert

Learning Resources
All of our best learning resources can be found here.

Featured Articles Show & Tell Zapier's products AI Hub Zapier Tools Hub

Share your knowledge
Give back to the Community by sharing your automation wins and helping to answer questions.

Share your success See unanswered questions User Groups

Other Learning Resources
Some of our favorite additional ways to upskill your Zapier knowledge.

Zapier Learn Zapier Blog Zapier Webinars

Product Updates
Check out what is new and upcoming with Zapier with our regular product updates.

Product Updates

Early Access Program
Want to join Early Access? Learn more here.

Question

How do I create a contact, company, and deal when a specific DocuSign form is signed?

  • October 18, 2024
  • 2 replies
  • 19 views
A

Hi I need to create contact, company and deal when a particular Docusign form is signed how can I do it?
I can’t find the docusign field that I want to connect

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

2 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • October 18, 2024

Hi @andreaqodeup 

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

 

Help links for using the apps in Zaps:

 

For us to have more info, post screenshots showing how your Zap steps are outlined and configured in EDIT mode so we can see the field mappings.

 

⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
SamB
Community Manager
Forum|alt.badge.img+11
  • SamBCommunity Manager
  • Community Manager
  • October 28, 2024

Hi @andreaqodeup 👋

Did adding data labels to the template as Troy suggested help to get things working?

If not, happy to assist further. Just send over some screenshots as Troy mentioned and we’ll go from there. 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! 🙂

Terms & ConditionsAccessibility statement