Hello, I am trying to find a way to connect Docusign and Airtable. Once my document is returned signed by the client I would like to have the document downloaded automatically into my airtable database. I have tried to do it using Zapier but it isn’t working and I don’t see an available extension in Airtable for Docusign like the one there is for Docupilot.
Thanks,
Ana
Hello
Welcome to the Docusign Community and thank you for posting your concerns!
I understand you would like to connect Docusign with Airtable and have your documents writeback to it.
Unfortunately, Docusign does not own an integration with Airtable, I would suggest you contact them directly to confirm if they have one and if so, to assist you with the setup.
Let us know if you need further assistance with this.
Best regards,
Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
Hello
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Best regards,
Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
Hi! You can automate this process using Zapier. First, use the "Envelope Status Updated" trigger in DocuSign, then use the DocuSign action to get the completed document. Next, use the "Search Record" and "Update Records" actions in Airtable to attach the file to the record.
There is a similar scenario for Make and Plumsail Documents (analog to Docupilot) in the article how to use Airtable DocuSign integration. Just repeat it in Zapier.
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