I’m trying to get the Form Data from an envelope that has been filled by the clients when they sign our contracts.
But everytime I test the Zap with some examplee contract, I can see the filled data in the Zap History, but I can’t access it in the Zap. It is always null or empty even though the zap history displays the filled data.
Hi
Make sure in the Zap trigger step configuration you have enabled: “Download Form Data?”
Try pulling in new records in the Zap trigger step using the Find New Records] button to use to configure the Zap action steps.
Custom pill mapping is a workaround option:
Hi
I’ve reviewed similar questions and have already selected the option to download the Form Data. However, the records available to me don’t include any usable form data. That's why I'm testing the Zap while it's published, so I can review its history.
Despite the contract I created having some data, it doesn't appear in the subsequent steps.
Make sure your DocuSign Template is configured with fields having data labels: https://support.docusign.com/s/document-item?language=en_US&bundleId=gmi1660583110357&topicId=yis1665092718418.html&_LANG=enus
I created a model with all the necessary data fields, each with its own unique label. However, even though I can see the fields in the formData
when I check the Zap History in the Data Out of the step, I'm unable to capture them in the next step.
For us to have more info, post screenshots with how your Zap steps are outlined and configured in EDIT mode along with the DATA OUT from the DocuSign step.
No need, I think I got it.
The custom pill mapping worked for me.
I was setting the wrong node ID in the step input data, thats why it wasnt working.
I’m able to extract specific keys from the formData, but I’m still struggling to capture all of them at once—especially when it comes to parsing unknown keys that may have been renamed or altered.
I’ll attach screenshots of the data output from the DocuSign step and the data input for the following step, where I’m using a Code by Zapier event.
Replace 00000 with the ID of the Zap Step.
Replace FIELD with the exact same capitalization as the desired field.
{{00000__formData__FIELD}}
EXAMPLE
NOTE: Double underscores are used to designate nesting.
{{253158999__formData__City}}
That do the trick, but for specific keys inside the formData.
Is it possible to catch the whole object instead of only specific keys?
Is it possible to catch the whole object instead of only specific keys?
The workaround would be this to get the full raw JSON for a Zap step.
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