Question

DocuSign with Make.com

  • 12 April 2024
  • 4 replies
  • 123 views

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I'm wondering if you could guide me through a process to tackle a challenge I've on the table.

I want to fill in a DocuSign Contract and send it to the concern customers. The issue I've been facing so far is that upon selecting "Send a Document from Template to Sign" module of DocuSign in Make.com, I can't see the custom fields that the particular Template appears to have.

There are certain custom fields that I want to fill in with a data source (G Sheets) and there are some other custom fields that I want my customers to fill in. i.e. Address, Company Name etc.

 

Did anyone face this kind of issue and able to solve it without using any other automation tool? i.e. Zapier etc

 


4 replies

Userlevel 3
Badge +12

Hi @sstech,

 

Welcome to the DocuSign Community!

 

We are glad to have you here and can't wait to help share as much knowledge as possible.

 

I understand that you are looking to add custom fields to your envelope created through Make.com, and I will share more details on the topic.

 

Since this integration was not developed directly by DocuSign we lack context of its internal setup.

 

Taking this into consideration, it will be in your best interest to reach out to Make.com Support team for further assistance on this matter.

 

Feel free to let us know if you need further assistance with this. 

 

Best regards,

 

Alejandro R. | DocuSign Community Moderator  

 

Please click "Best Answer" below if you find my reply to be a valid solution to your issue!

 

 

Userlevel 3
Badge +12

Hi @sstech,

 

I hope you are doing well.

 

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested? 

 

If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find

 

Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.

 

Best regards,   

Alejandro R. | DocuSign Community Moderator   

"Select as Best" below if you find the answer a valid solution to your issue!   

 

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Hello sstech,

If I understood well your problem, you need to get the data of a document.

I would create a module “search eveloppes” to find the data of the enveloppe you just created! :)

Tell me if it’s working for you!

Have a good day!

Théo from aufram.com

Badge +1

@Théo Aufram.com how will that help in sending the template with the accurate data? 

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