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Question

How do I use Zapier to send a generated PDF for signing via DocuSign without using DocuSign API

  • 10 July 2024
  • 3 replies
  • 29 views

Hi! 

I’m building a small webapp MVP. As part of the webapp, we generate a PDF contract that then needs to be sent via docusign. The PDF will perfectly align with a template so that’s not an issue. However, I am hoping to use Zapier to avoid having to go through a formal docusign API (which would be more costly). 

 

So we need to do the following: 

  1. Our webapp generates a PDF as well as stores a name and email for signing
  2. Our webapp somehow sends the PDF and Name + Email to Zapier
  3. Zapier triggers Docusign email to go out using the pdf and template

What would be the best way to accomplish this? Can we build a custom zap or would that be the same as just using the docusign API 

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3 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @JLF 

Why not use a template in DocuSign? (Zap action: DocuSign - Send Envelope using Template)

DocuSign produces a PDF once the envelope is signed.

 

Or you can try using the Zap action: DocuSign - Send Envelope using Document

Send files in Zaps: https://zapier.com/help/create/basics/send-files-in-zaps

 

DocuSign

 

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
J

@Troy Tessalone But how would I trigger that? Like could I create a custom zap that sends Zapier my PDF, the client email and client name? 

Troy Tessalone
Userlevel 7
Badge +14

@JLF 

If you are using the same PDF template, then the PDF can be uploaded to DocuSign as a Template.

Since you are collecting the name and email, that’s probably being done via some sort of form.

On form submit, you can send the data to a webhook.

Zap trigger: Webhook - Catch Hook

https://zapier.com/apps/webhook/help

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
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