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
Question
How do I create a contact, company, and deal when a specific DocuSign form is signed?
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+14- Zapier Orchestrator & Solution Partner
Hi
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:
- DocuSign: https://zapier.com/apps/docusign/help
- HubSpot: https://zapier.com/apps/hubspot/help
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.
+11- Community Manager
Hi
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! 🙂
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