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When creating a step using the DocuSign “Send Envelope Using Template” task, custom fields that are on the DocuSign side are NOT available to populate on the Zapier side. This seems silly, since the fields to address the recipent are dynamically being loaded already (it is literally sending a request and populating labels of the field inputs on the zapier side with other dynamic data like “Role”). I would really expect to see if there are additional fields for the envelope, just include with the payload so they can be used in Zapier and alike. 

 

Any work arounds?

Hi and welcome to the Community, ​@pageauth! 🎉

That’s odd, the custom fields should be available after the Template ID has been selected. I just tested on my end and was able to load in some custom fields:

ac9dd7afa53ed99a2e45cdf09c6137f7.png
 

Is it all custom fields that are missing, or are specific types of custom field that isn’t loading? Wondering if there may only be support for certain kinds of custom fields 🤔

Looking forward to hearing from you!