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.

Hi!

 

I have a google sheet populated with all of the Sales Data I need to complete a New Sale

Customer Details

Pricing

Duration of Contract

 

Etc Etc. 

 

What I would like to happen is for Zapier to 

 

  1. Open a new envelope in DocuSign
  2. Populate a Contract Template in Docusign with all these variables
  3. Send this envelope on to the Client and our MD for signing

 

How do I do this? I have completely drawn a blank and it feels as though it should be very simple!

 

I would like the trigger for this process to be when the New Sales data is entered into our system. We use a Google form for this. 

Hi @ABABAB 

Good question.

Try these Zap steps:

  1. Trigger: GForms - New Form Response / GSheets - New Row
  2. Action: DocuSign - Create Signature Request

Hi Troy

 

Thanks for this - but the options in Create Signature Request are very limited, and do not contain any fields for altering the content of the document - eg, customising my contract template in Docusign. 

 

I feel like this will be something that lots of people require so there must be a solution out there!

 

Thanks again

@ABABAB 

You first need to properly configure your DocuSign template so the fields show in the Zap.

@Troy Tessalone I feel like we are really getting there!

 

How do i configure the DocuSign template to that the fields come up in the Zap?

 

Thanks!

@ABABAB 

Feedback from ChatGPT

 

Configuring a DocuSign template with custom fields that can be used with Zapier involves a few steps. Zapier allows you to automate tasks between different web apps, including DocuSign, by creating workflows triggered by certain events. In this case, you want to use custom fields in your DocuSign template. Here's a step-by-step guide on how to set it up:

Step 1: Create a DocuSign Template

  1. Log in to your DocuSign account.

  2. Go to the Templates section.

  3. Click "Create Template" or select an existing template to edit.

Step 2: Add Custom Fields to the Template

  1. Within the template editor, drag and drop the custom fields you need onto the document. These can be text fields, checkboxes, date fields, or any other field type that suits your needs.

  2. Click on each custom field to configure its properties. Ensure you give each field a unique name and set any necessary validation or formatting options.

  3. Save the changes to your template.

Step 3: Integrate DocuSign with Zapier

  1. Log in to your Zapier account or create one if you haven't already.

  2. Click "Make a Zap" to create a new Zap (Zapier automation).

  3. For the trigger app, search for and select the app or service that will trigger the use of your DocuSign template. This could be a CRM, email service, form submission tool, etc.

  4. Configure the trigger event. This will depend on your specific use case and the app you selected.

  5. Follow the Zapier prompts to test and set up your trigger.

Step 4: Configure the DocuSign Action

  1. For the action app, search for and select "DocuSign."

  2. Choose the action event you want to perform. In this case, you might select "Create Envelope from Template."

  3. Connect your DocuSign account to Zapier by providing the necessary credentials.

  4. Configure the template to use. Choose the DocuSign template you created earlier.

  5. Map the custom fields from your trigger app to the corresponding custom fields in the DocuSign template. This is where you link the data from your trigger event to populate the custom fields in your document.

  6. Set up any additional actions or conditions as needed for your workflow.

  7. Test the Zap to make sure it's working as expected.

  8. Turn on the Zap to start automating the process of populating and sending documents with your custom fields.

That's it! With these steps, you've configured a DocuSign template with custom fields that can be populated and sent using Zapier whenever a specific trigger event occurs in another app or service. Make sure to adjust the details according to your specific needs and the exact fields and data you want to use.

Thats so helpful thank you Troy

 

It will involve upgrading my Docusign package, but we can do that

 

Thanks again for taking the time to post

That’s amazing @ABABAB! Thanks to Troy for pointing you in the in the right direction!

If you have any other questions, please don’t hesitate to reach out to the Community. We’re always happy to help! 😊

@ABABAB 

DocuSign Template Field “Data Label” help: https://support.docusign.com/s/document-item?language=en_US&bundleId=gmi1660583110357&topicId=yis1665092718418.html&_LANG=enus

 

 

Terms & Conditions