This issue has been approached by topics like this one, but the answers I’ve found so far have been either discouraging or inconsistent.
The Create Signature Request in DocuSign action recognizes custom fields and provides zap action fields to fill in data or variables:
The data is apparently sent to DocuSign, as seen in this intermediate stage before the test reports success:
However, when I get the actual signature request, the data is nowhere to be seen: none of the fields are pre-populated with the information Zapier sent.
Is this a glitch with Zapier’s request? Is the action outdated, broken by DocuSign updates? Is it a bug on DocuSign’s side? Am I doing something wrong on my end?
Best answer by jesseView original