Im trying to integrate Keap to Zapier and then to Docusign.
Issue # 1: I created a new tag and added it to my tester account but the test trigger is not showing the tester account I created. Its saying no account found.
Issue #2: Its not showing my custom fields. So I cant tell zapier which custom fields to put into docusign for my template.
Thank you for your help.
Hi
Help us have more info by posting screenshots showing how your Zap steps are outlined and configured in EDIT mode with the field mappings visible.
I think I figured out how to get them to communicate.
I just cant get docusign to save a template without entering in a recipient's name or email. I need it to auto populate based on the zap.
Help us have more info by posting screenshots showing how your Zap steps are outlined and configured in EDIT mode with the field mappings visible.
Hi there 
I just cant get docusign to save a template without entering in a recipient's name or email. I need it to auto populate based on the zap.
In Docusign, instead of entering the name and email you’ll need to add fields to act as a placeholder for that information. This will create fields that you can then populate with a Zap. You can learn more about creating Docusign templates here: Create Templates
Once you’ve done that, head over to the Zap and in the Docusign action select the template and map the necessary fields from the trigger/other action steps in your Zap into those placeholder fields.
Can you give that a try and let us know how it goes?
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