I have zaps that are failing right now because the signer’s name, signer’s email, and document name (none of these are custom fields) are not appearing in Zapier. Does anyone have an idea of if this is a Docusign issue or a Zapier issue?
Best answer
Docusign fields missing in Zapier
- Beginner
- 14 replies
Best answer by Maddie Webb
It looks like I was able to figure it out. There used to only be the “download form data” option when connecting Docusign accounts in Zapier, but now there are more granular options. I changed most of them to “yes” to capture the information I wanted, and now it appears to be working.
This post has been closed for comments. Please create a new post if you need help or have a question about this topic.
- Beginner
- 14 replies
An update: I just found another zap that triggers off of the same Docusign template that is firing with no issues (aka the signer name and email appear in the zap, and the document name appears in the zap). So, I think this is a zap issue and not a Docusign issue. I’m not sure how to fix it though, since the zaps were both made by me around the same time.
+14- Zapier Orchestrator & Solution Partner
- 34009 replies
Hi
For live Zap Runs, check your Zap Run history details to see the DATA IN/OUT for each Zap step to help you trace the data flow and troubleshoot: https://zapier.com/app/history/
If you are configuring a Zap, make sure to test the Zap trigger step.
Best practice is to add Filter step to Zaps to make sure required action fields have valid values from mapped variables.
Filter help: https://zapier.com/apps/filter/integrations#help
Help links for using Docusign in Zaps: https://zapier.com/apps/docusign/integrations#help
- Beginner
- 14 replies
I’m not sure you read my post carefully - This zap was working, and now it is not. I have others configured in the same way. The signer name, email, and the document are essential data points out of Docusign, so I don’t understand why they are missing (which I found by looking at my data in and data out already).
- Beginner
- 14 replies
- Answer
It looks like I was able to figure it out. There used to only be the “download form data” option when connecting Docusign accounts in Zapier, but now there are more granular options. I changed most of them to “yes” to capture the information I wanted, and now it appears to be working.
+11- Community Manager
- 9662 replies
Thanks so much for following up here
Hope you have a great rest of your week! 😁
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.