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Question

How do I update database entry status after Docusign request completion?

  • September 23, 2024
  • 1 reply
  • 11 views
B

I'm having trouble with this.

I have a trigger that adds a person's name and info into a Notion database, and also sends a DocuSign email to them. Is there a way to automatically update a status in that database once they've completed signing the DocuSign?

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1 reply

JammerS
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  • JammerSZapier Staff
  • Zapier Staff
  • 2649 replies
  • September 24, 2024

Hi @BPHC,


Welcome to the community. 


You can automate updating the status in your Notion database when a Docusign envelope is completed using Zapier. First, create a new Zap with Docusign as the trigger app and select “Envelope Status Changed” as the trigger event. Connect your Docusign account to Zapier. Next, set Notion as the action app and choose “Update Database Item” as the action event. Connect your Notion account and configure the action by selecting the appropriate database and item to update, matching the email address from the Docusign envelope. Test the Zap to ensure it works correctly, then turn it on to automate the process.

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