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Question

While requesting "dev_method" from DocuSign we ran into an error

  • August 18, 2023
  • 8 replies
  • 282 views
Jason P

Trying to track a DocuSign envelope within Airtable via Zapier… all should work fine but I’m getting this error

Failed to find a record in Airtable

While requesting "dev_method" from DocuSign we ran into an error: Error fetching form data: Your selected Docusign account does not have access to form data. Ensure that is the sender account and the Docusign Sender Settings allow downloading form data: https://admin.docusign.com/sending-settings
 
I've tried everything and the link doesn't seem to open also Docusign seems to suck when it comes to login in? any help would be appreciated.. thank you
 

 

 

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

8 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • August 18, 2023

Hi @Jason P 

Good question.

DocuSign help articles: https://zapier.com/apps/docusign/help

Check the link in the description for field: Download form data?

https://admin.docusign.com/sending-settings

 

⚡ Troy Tessalone - AutomationAce.com | Platinum Authorized Zapier Solution Partner | #1 Zapier Community Contributor
Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • August 18, 2023

@Jason P 

You can try using a new/different private browser.

⚡ Troy Tessalone - AutomationAce.com | Platinum Authorized Zapier Solution Partner | #1 Zapier Community Contributor
Jason P
  • Jason PBeginner
  • Author
  • Beginner
  • August 18, 2023

Hi Troy, thanks for your reply.. I’m not sure how to connect with an OAuth? is that what i need to do?

 

Yes i have already selected Yes to Download form data??

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • August 18, 2023

@Jason P 

Did you adjust your Sender Settings in DocuSign?

 

⚡ Troy Tessalone - AutomationAce.com | Platinum Authorized Zapier Solution Partner | #1 Zapier Community Contributor
Jason P
  • Jason PBeginner
  • Author
  • Beginner
  • August 18, 2023

I updated and ticked the allow sender to download form data.. i thought we had it but now is errors with the following -

Failed to find a record in Airtable

Error from halted execution: Nothing could be found for the search.
 
this is really strange cause i am looking at the exact record which looks perfect to find it but its saying it doesn't exist? any ideas?  sorry to be  bothering you with this...
Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • August 18, 2023

@Jason P 

We would need to see screenshots with how your Zap steps are configured to have more context.

⚡ Troy Tessalone - AutomationAce.com | Platinum Authorized Zapier Solution Partner | #1 Zapier Community Contributor
Jason P
  • Jason PBeginner
  • Author
  • Beginner
  • August 18, 2023

Ok so here are some screens shots… as you will see im using the email subject line as the identifier as its also recorded via the creation zap to Airtable so was the easiest one to match.. and it 100% so not sure why it can't fins it?

 

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • August 18, 2023

@Jason P

That is not an exact match. (also misspellings)

 

 

⚡ Troy Tessalone - AutomationAce.com | Platinum Authorized Zapier Solution Partner | #1 Zapier Community Contributor
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