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Using Info From Docusign Envelope Custom Fields

  • 2 September 2022
  • 2 replies
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Userlevel 1

Hello,

We’d like to use information stored in Docusign envelope custom fields in our Zaps. Is this possible? The use cases are:

  • Adding a filter to run the Zap if the envelope type (stored in a Docusign envelope custom field) is ‘support contract’. 
  • Sending information stored within the envelope custom field to a Google Sheet along with other information from the envelope that Zapier already captures (‘Recipents Signers Name’, etc).

 

Appreciate any insight folks might be able to provide. Thank you!

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Best answer by christina.d 2 September 2022, 02:50

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Userlevel 7
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Hey there, @mschmidt! Great question and thanks for asking in the Community! 

I took a quick peek and it looks like DocuSign has two triggers at the moment. It sounds like only one of them would be applicable for you - “New Envelope Sent or Created”. After some digging though it looks like custom fields aren’t currently supported by this trigger. 😔

There is however an open feature request for this that I added you to. While I can’t guarantee if or when this will be implemented, we’ll be sure to email you if that changes! We’ll also keep this topic updated as well. 🙂

Thanks again and welcome to the Community!

Userlevel 1

Hi, @christina.d! Sorry to hear it is not currently available, but thank you for letting me know and adding me to the feature request. Appreciate it! 🙂