I am trying to use Zapier to send a Docusign agreement using data from Salesforce. I have created a template in Docusign and am using the “Create Envelope” action in Zapier Docusign. I have mapped fields from Salesforce to the fields in the template. However when envelope gets sent the mapped values don’t show in the signing document. The placeholders show but no mapped data.
Does anyone know what is wrong here?
Best answer by Troy Tessalone
View original
+14
Hi
For us to have full context, post screenshots with how the steps are outlined and configured.
+14
For us to have full context, we will need to see how each step is configured in the Zap EDIT mode.
+14
The recent screenshot is from the Zap VIEW mode, but we need to see screenshots from the Zap EDIT mode, so we’re able to see field types and field descriptions.
+14
The mapped variables have “No data” as the value from the example selected in Step 1, and those fields shown in the screenshot are required and expect a value to be passed.
Make sure to select a Zap trigger example that has representative data.
Help: https://help.zapier.com/hc/en-us/articles/8496310366093
HI
The thing is the name and email fields are what are used to direct Docusign who to send the envelope to. When I run this live the data is passed from Salesforce and the envelope gets sent to the addressed person’s email. So it saying no data is a red herring as this bit works at runtime. The other fields which are hardcoded for the present do not populate on the document itself which is the issue.
This is the data from a live runtime
templates
templates
1
1
9d7c73cd-88c8-4205-8032-2aec8bf04056
emailSubject
emailSubject
Redacted
emailBlurb
emailBlurb
Please sign the agreement
Host:::Email
Host:::Email
redacted
Host:::Name
Host:::Name
Jonathan Farmer
textTabs::false::Day Of Month
textTabs::false::Day Of Month
11
textTabs::false::Month
textTabs::false::Month
March
textTabs::false::Last Number Of Year
textTabs::false::Last Number Of Year
4
textTabs::false::AP1
textTabs::false::AP1
AP1 Test
textTabs::false::AP2
textTabs::false::AP2
AP2 Test
textTabs::false::AP3
textTabs::false::AP3
AP3 Test
textTabs::false::AP4
textTabs::false::AP4
AP4 Test
textTabs::false::AP5
textTabs::false::AP5
AP5 Test
textTabs::false::AP6
textTabs::false::AP6
AP6 Test
Host|||Redacted|||signersRole|||9d7c73cd-88c8-4205-8032-2aec8bf04056
Host|||Redacted|||signersRole|||9d7c73cd-88c8-4205-8032-2aec8bf04056
1
1
Host:::Email
Host:::Email
redacted
Host:::Name
Host:::Name
redacted
+14
Things to check/try:
Taking off the required from each field and magically it started to work
Thank you for your assistance.
+6
That’s great news
If you have any other questions, please don’t hesitate to reach out to the Community. We’re always happy to help! 🤗
Hey
I’m trying to do the same thing with Docusign - sending data from Airtable to prefill all but the signing fields of a document. I know this is possible with tabs via the docusign api, but I don’t think you can setup and name custom tabs from the docusign web ui.
It looks like you used a Web Form
If this is a web form though, how does it then get sent as an envelope for signing? That’s the piece I don’t understand.
I’ve been messing around with this for about an hour and think I was missing the web form piece. Let me know if I’m on the right track!
Thanks!
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.
