Best answer

Make DocuSign trigger on multiple signatures on the single document?

  • 26 September 2020
  • 57 replies
  • 2819 views

Userlevel 1

Hi .. Im new with zapier, working on an integration between docusign and monday.

the action is simple:

the Trigger = Docudesign.

the action = taking place in a MONDAY board.

the Task = Im working on workflow approval process with 4 signers in Docsign. I need the following

change a  status in Monday’s item every time someone place his signature on docucument  (envelope) in docusign. check the attached image.

Would you help in this ??

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Best answer by SamB 1 February 2024, 13:25

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57 replies

Please add me to the feature request on this as well. Thanks so much!

Userlevel 7
Badge +11

Hi @Tim Wheeler!

I’ve added you to that feature request :)

Hi Everyone,

 

Please add me to the request as well.

 

Thank you very much.

@AgentASAP add me as well please

The docusign integration is great, but multiple signers are required in my case–probably most cases really. 

Userlevel 3
Badge +6

Hey @Optimum CIT and @AgentASAP,

I’ve just added you both to the feature request!

Userlevel 2

Hello,

 

If you could notify me as well, that would be great. Our organization would really benefit from the ability to send multiple signature requests for the same envelope. We have agreements that often need even 4 or 5 different signatures/roles for the same envelope.

 

We integrate DocuSign with both Formidable Forms and Precise FP.

 

If possible, it would be great to send a notification to my alternate email as well: taylorj@harvestinvestmentservices.com

 

Thank you!

Userlevel 1
Badge

@Luke B You’ve been added to the report!

Requesting to be added to this feature request notice. 

Userlevel 7
Badge +11

Hi @Jason - BLP!

I have added you as an additional vote for this feature. If/when there's an update, we'll send you an email notification about it.

Userlevel 1

Not being able to get multiple signatures defeats the whole purpose of the Zap, amazed it was built his way, useless without the agility for Multiple Signatures

I would like to request for this feature to be added as well. Please add me to the list. thank you!

Userlevel 1

Please add me to the list.

Perplexing that this ability does not already exist.

Userlevel 7
Badge +11

Hey @Flyhomie and @usrec

Happy to confirm that you’ve both been added to the list of users interested in this feature request. We’ll email you as soon as we have an update on this! :)

Userlevel 1

Please add me as well.  Spousal signatures (2) and a CC are critical features.  Thank you!

Userlevel 7
Badge +11

Hey @Steven Basham, I’ve added you to the list as well.

We’ll notify you by email once this becomes possible! :)

Userlevel 1
Badge +1

Please add me to this feature request also, it really is a must :(

Userlevel 7
Badge +11

Hi @Buttonjer!

I've gone ahead and added your vote for that feature. We'll let you know via email when that's been implemented.

Userlevel 1

This is so needed NOW. Only one signature is ridiculous 

Userlevel 7
Badge +11

Hey @usrec

I can totally understand the urgency, I know how useful it would be to be able to send a signature request out to multiple email addresses. We will be in touch as soon as we have any updates to share on this.

In the meantime, the only workaround I can think of here would be to add additional “Create Signature Request” actions to your Zap for each required signature. I realise that this isn’t an ideal solution but may be helpful while it’s not possible to send a signature request to multiple signatures.

Userlevel 1

I would also like to be added to this feature request. This functionality is crucial for the automated process we’ve setup to work. Without it, we can’t use the process we were hoping to have.

Sadly, the workaround to creating an additional signature request doesn’t work for us (and I imagine others as well) since it will create separate DocuSign envelopes with different signatures on each one that have to then be downloaded and complied into a single pdf for our Compliance team to then approve and share with all of the signers.

Really need Zapier to provide multiple signer roles using a single DocuSign template. I know ETA’s are really hard to provide since it’s all based on the amount of people requesting the feature, but is there any sort of ballpark number that could be provided?

Userlevel 1

We agree, ESENTIAL feature needed.

Userlevel 1

Can I also be notified when this is avaialable please? The intergration is completely useless without this tbh.

 

Userlevel 1

Hey @usrec

I can totally understand the urgency, I know how useful it would be to be able to send a signature request out to multiple email addresses. We will be in touch as soon as we have any updates to share on this.

In the meantime, the only workaround I can think of here would be to add additional “Create Signature Request” actions to your Zap for each required signature. I realise that this isn’t an ideal solution but may be helpful while it’s not possible to send a signature request to multiple signatures.

 

This won’t work since each request will be for a different envelope. 

Userlevel 7
Badge +9

Thanks so much for reaching out @Alec - LFG and @haron1100. Your votes have both been added to that feature request! While we don’t have a definitive time frame regarding implementation, we’ll keep you and this thread updated as soon as we know more. 

Userlevel 1

Please add my vote for this as well. 

That being said, to everyone else on this thread: I would not get your hopes up. The ability to trigger one envelope to be sent to multiple signers (each with a role) is a no-brainer, in fact it’s the essentially the CORE feature of DocUsign.

I suspect, one way or another, DocUsign will never allow this because it would possibly reduce the need for you to cough up the money for additional users under your DocUsign account. If it was allowed, I would be able to leverage a form that can be used by others in my company to dynamically trigger an entire DocUsign workflow.

The alternative? Share my DocUsign account credentials with the all of the employees (which we know won’t work) OR cough up that sweet sweet cash to DocUsign so that my employees can trigger the workflow for multiple signers from within DocUsign….

 

I have not looked at the documentation yet, but if it is possible through their API -  I plan on writing and posting a How To Guide here for anyone to use. After which I’ll be switching to an alternative to docusign. 

Anyone from docusign - hope you read this.