Hi everyone,
I’m building a Make.com scenario to create a DocuSign envelope from a template and automatically prefill fields in the document.
What works:
-
The envelope gets created successfully (
status: created) -
The recipient (“Kunde”) is set correctly (name + email are correct)
What doesn’t work:
-
None of the DocuSign fields get prefilled (even a static test value like
"Test123"doesn’t show up)
This is the JSON body I send in Make (DocuSign “Make an API Call”):
{
"status": "created",
"templateId": "XXX",
"templateRoles": [
{
"roleName": "Kunde",
"name": "{{4.Accountname[1]}}",
"email": "{{7.ContactEmail}}"
}
],
"recipients": {
"prefillTabs": {
"textTabs": [
{ "tabLabel": "vorname_nachname", "value": "Test123" },
{ "tabLabel": "Straße", "value": "{{7.InstallationAddressStreet2__c}} {{7.InstallationAddressStreetNumber2__c}}" },
{ "tabLabel": "PLZ Ort", "value": "{{4.Postleitzahl[1]}}" },
{ "tabLabel": "Ansprechpartner", "value": "{{4.`VE Requested by`}}" },
{ "tabLabel": "VE-Summe", "value": "{{4.`€ Value / Schaden (estimated)`}}" },
{ "tabLabel": "ContactPerson", "value": "{{SF.OwnerName}}" },
{ "tabLabel": "DamageList", "value": "{{DamageListString}}" }
]
}
}
}
Question:
Why would DocuSign create the envelope correctly but ignore all prefillTabs.textTabs values?
Things I’m wondering:
-
Do
prefillTabswork when creating an envelope from a template (withtemplateRoles)? -
Do the field identifiers need to be dataLabel/tabId instead of
tabLabel? -
Could the fields in the template be the wrong type (e.g., sender/prefill fields vs recipient fields) or created in the “new editor” in a way that the API can’t address?
Any ideas on what to check or what the correct structure should be would be appreciated.
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