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.
+14Hi
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.
+14
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.
+11Hi 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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