Hi guys, I’m trying to create a automation that will create contract in Docusign, and populate all the perimeter that needs to be filled with the data from google sheet.
I remember for Docusign, it used to have an option under “Event” called “Create Signature Request”, but now I don’t see that option anymore. Any ideas on how to fix that?
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Hi
Good question.
Try using one of these options:
Thanks Troy. But need it to auto populate the Document for me based on the data from Google Sheet. (Company Name, Address, Date, Etc..) These options don’t allow me to do that. Or am I missing anything?
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Use this Zap action: DocuSign - Send Envelope using Template
You will need to make sure the DocuSign template is properly configured to set the Data Label for each of the fields.
You may need to reach out to DocuSign Support to have that option enabled.
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