How to filter signed Documents by Workspace from Yousign to Sharepoint?

Hi ​@Ted_AMR 

Try adding a Filter step: https://zapier.com/apps/filter/integrations#help

Hi ​@Troy Tessalone

Thanks for the quick reply. I know how to use Filter steps, but unfortunately there's no field that references Workspaces from YouSign. So my question is, how can I retrieve the Workspace field from YouSign in Zapier for my Filter step?

​@Ted_AMR 

There would need to be a data point in the Zap trigger webhook data payload to filter by for the Workspace in the Zap step 2 Filter.

You can try reaching out to Yousign Support for help with their Zap app integration.

​@Ted_AMR If workspace isn’t referenced in the trigger data you’re stuck here.

Also, carefully check the data, as the workspace might not be listed by name, but rather by ID, so check any ID fields that come with the trigger data to ensure none relate to workspace (and if they do, you should be able to narrow down which ID = which workspace and filter accordingly.

If you want to copy paste out the trigger data and DM it to me, then I can look. 

Hey ​@Ted_AMR,

Does it not give the Workspace ID as well? I see that it exposes the Workspace ID through the API. There is a workaround through quering the API directly using Custom Request from Webhooks in Zapier. Here is the API documenation- https://developers.yousign.com/reference/get-signature_requests-signaturerequestid-1

Here is a helpful article about Webhooks in Zapier- https://help.zapier.com/hc/en-us/articles/8496326446989-Send-webhooks-in-Zaps. I know it can get a bit more technical and complex but if it’s important for you, you can give this approach a try. Hope it helps!

PS: If you need more active help, I’m happy to connect through my Zapier Solution Partner page if you’d like to reach out here- https://zapier.com/partnerdirectory/automation-jinn

Hi there ​@Ted_AMR 👋

Just came across this and wanted to check how you’re getting on. Did the suggestions from Troy, Andrew and Sparsh help you to filter the documents by a specific workspace?

Let us know how it goes, want to make sure you’re all set! 🙂

Hi ​@SamB ,

Unfortunately, I'm stuck.

YouSign support offered the following solution:

Step 1 - Yousign Trigger : Listen for when a signature request is completed, so you get the workspace ID and signed documents.

Step 2 - Formatter Lookup Table : Convert the workspace ID into the correct Google Drive folder ID using a lookup table (like a translation key).

I get as far as the configuration tab in the formatter. I can't proceed any further because the "Workspace ID" field is missing as a lookup key value. It's not displayed, and I can't select it. 

Apparently, the workspace_id value isn't being passed from YouSign to Zapier.

I checked my test document in YouSign to make sure it's assigned to a workspace - so what am i missing?

Sorry to hear that ​@Ted_AMR. I did some digging into the fields that Yousign provides for that Signature Request Done trigger they suggested and I’m not seeing any workspace ID available either.

I think your best best to get the workspace ID would be to try the approach Sparsh suggested of using our Webhooks app. For that you’d want to pass the Signature Request Id field from the Yousign trigger into a GET request that makes a call to their Fetch a Signature Request endpoint, and in the response it gives back it should give you the Workspace ID:

If you get stuck in setting that up, or have any questions just let us know!