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 ??
Best answer by SamBBest answer by SamB
Hey folks,
Just wanted to swing by here with a quick update to share that the feature request to allow multiple signatories per Signature Request was recently implemented by the Docusign team. 😁🎉
In case you missed the notification about this here’s the key information from that email that you need to know:
“I've got good news – this new update from Docusign has added that feature! Here is what they had to say about the new feature:
To add multiple roles to an action, we should make sure our template roles are set correctly. Zapier will map each role in a template and create custom inputs, allowing an envelope to be sent to each role as an recipient. This keeps consistency across multiple recipients and role types. When configuring multiple roles is Docusign, the Name and Email fields should be left blank along with any custom tabs that will be updated dynamically from Zapier. Once the roles are set, the recipient inputs will dynamically populate and map to them. Data from a previous step such as a CRM will pipe to the roles to send to multiple recipients.”
Thank you all for your patience on this. If you run into any issues on that at all please to reach out in the Community and we’ll be happy to assist. In the meantime, happy Zapping! ⚡
+11Hey folks,
Just wanted to swing by here with a quick update to share that the feature request to allow multiple signatories per Signature Request was recently implemented by the Docusign team. 😁🎉
In case you missed the notification about this here’s the key information from that email that you need to know:
“I've got good news – this new update from Docusign has added that feature! Here is what they had to say about the new feature:
To add multiple roles to an action, we should make sure our template roles are set correctly. Zapier will map each role in a template and create custom inputs, allowing an envelope to be sent to each role as an recipient. This keeps consistency across multiple recipients and role types. When configuring multiple roles is Docusign, the Name and Email fields should be left blank along with any custom tabs that will be updated dynamically from Zapier. Once the roles are set, the recipient inputs will dynamically populate and map to them. Data from a previous step such as a CRM will pipe to the roles to send to multiple recipients.”
Thank you all for your patience on this. If you run into any issues on that at all please to reach out in the Community and we’ll be happy to assist. In the meantime, happy Zapping! ⚡
+9First and foremost, I want to thank you for taking the time to share your candid feedback,
In the interest of full transparency, the Docusign app is owned and managed by a team of their developers. We’re happy to collect feedback and pass it along on our users behalf, however timelines for when and if feature requests are implemented is up to our partner.
While I absolutely understand this isn’t a solution to your concerns, I truly do hope the context helps. Ultimately, I am glad to see you were able to find something that suits your needs!
Thank you again for reaching out and let us know if there’s ever anything we can help with down the line.
That’s really unfortunate that something I saw so many people asking for was never added. I guess since you apparently make money by connecting people with “experts” to develop automation when you don’t have a canned solution, you really don’t have an incentive to give people what they are asking for.
Anyhow, after I posted my request, I continued Googling and came across Make.com and with a little trial and error I was able to automate the whole process myself with no experience in just a couple of hours… I even figured out some other things I could do to make my process even better than I anticipated. I guess I’ll go with them…
Thanks for responding.
+12Hi
I’m afraid that that feature request is still unresolved and there’s not a way to add multiple signatories using the Docusign Create Signature Request action. Sorry I don’t have better news for you on that! I have added you as an interested user on the feature request, which means that we’ll email you if anything changes. Thanks!
I’ve seen multiple posts about this over a year ago but it seems there hasn’t been any solution. Just checking if there is any developments before I try to find another solution.
I am trying to use data from calendly bookings to send out an engagement letter to multiple parties scheduled to attend a mediation. It seems the DocuSign end of it can only handle one signer/recipient. Any work around or advice?
+11Hey
Happy to confirm that I’ve added your votes to that feature request as well. We’ll be in touch by email as soon as that feature request has been implemented. :)
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.
+9Thanks so much for reaching out
Hey
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.
Can I also be notified when this is avaialable please? The intergration is completely useless without this tbh.
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?
+11Hey
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.
+11Hi
I've gone ahead and added your vote for that feature. We'll let you know via email when that's been implemented.
+11Hey
We’ll notify you by email once this becomes possible! :)
+11Hey
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! :)
I would like to request for this feature to be added as well. Please add me to the list. thank you!
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
+11Hi
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.
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