My data flows from Quickbooks Online to Docusign.
I want the ZAP to locate a specific Docusign template (by name)
I want the ZAP to USE the Template (create an Envelope that uses the Template)
I want the ZAP to pass data from Quickbooks Online to the fields on the Docusign Template
I want the ZAP to either simulate Docusign “Finish Later” button, or “Send” button
I think the Quickbooks Online and Docusign APIs will support this, but I don’t see an existing solution.
Any ideas how I can get this solution?
My test ZAP will send the Envelope to the correct destination, but it won’t populate the data fields on the Template. Also, I don’t see a way to “Finish Later”.
Best answer by robschmidtView original