How can I add multiple recipients to a signature request using the DocuSign zap? I’ve contacted DocuSign and they tell me it has to be done through Zapier.
I’ve used the SignNow zap which had this feature so I can’t see it being a hard ask.
Best answer
DocuSign Multiple Recipient Signers
Best answer by MohSwellam
Hi
This is easy, you need to use Looping by Zapier to add both emails separately
The setup would be as follows:
Trigger “Docusign” Envelop Completed (im assuming this is the trigger?)
Looping by Zapier (choose Looping from Line Items)
Values to Loop > type “email” on the left and then on the right map the signatures from DocuSign step
Kajabi > Grant Access to an offer.
Hope this helps :)
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+8- Zapier Expert
- 840 replies
Hi
There is no way to do that in the Docusign integration on Zapier (believe me Ive tried), you can only use it for 1 recipient and the rest has to be hardcoded in Docusign.
The alternative is to use Docusign API and Zapier web hooks to achieve this.
You can check Docusign API here https://developers.docusign.com/docs/esign-rest-api/reference/envelopes/enveloperecipients/create/
+9- Architect
- 1348 replies
Hey
Sorry for the bummer news but I will be keeping my fingers crossed we’re able to add this soon! 🤞
1 person likes this
Hi
Obviously that zap is failing because it has two names and two email addresses and Kajabi doesn’t know what to do with it.
How can I sent over just the name and email of signer #1? They are showing up as together with a comma between signer #1 and signer #2’s name and email.
+8- Zapier Expert
- 840 replies
- Answer
Hi
This is easy, you need to use Looping by Zapier to add both emails separately
The setup would be as follows:
Trigger “Docusign” Envelop Completed (im assuming this is the trigger?)
Looping by Zapier (choose Looping from Line Items)
Values to Loop > type “email” on the left and then on the right map the signatures from DocuSign step
Kajabi > Grant Access to an offer.
Hope this helps :)
Thank you!!!!!!!!!!!!!
+9- Architect
- 1348 replies
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