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Docusign & zapier

  • 17 May 2024
  • 3 replies
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Hi everyone, I want to set up an automation in Zapier that every Trello card opened in a certain list will open a new document for signature for that customer.

The problem is that I build the template in Docusign, it asks me to add an email to the template and then every time I use this template the signature will be the email I chose in the first place when I created the template. Hope I'm clear.

By and large, my goal is to create a draft from a template and then send it to the client via docusign, I know it can be done automatically, but I still want to see the document first.


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Hello @Alon1221

 

Thank you for reaching out here, we want to welcome you to the Docusign Community, I appreciate you bringing your question to this Community.

 

I apologize for any inconvenience that this might cause you, we are committed to providing you with the best service possible. Thank you for bringing this matter to our attention, I understand that are trying to automate a workflow with Zapier.

 

The integration with Zapier is not owned by Docusign, we apologize but we do not have the necessary documentation to assist you with this, however, does the use of a Powerform is feasible for you? PowerForms are pre-designed templates that enable users to create self-service documents for signature without the need for coding. These templates allow users to create simple PDF forms that can be published on websites, allowing signers to access and complete the forms at their convenience. What is a PowerForm

 

Also, you mention that when creating the template you are being requested to provide an email is this during the template creation or when using the template?

 

Note: Some advanced features and options are supported only in specific Docusign plans. Your account plan might not support some options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan. Compare eSignature plans & pricing.

 

Let us know if you need further assistance.

 

Best regards,

 

Christopher | Docusign Community Moderator

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

Userlevel 3
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Hi @Alon1221,

 

I hope you are doing well.

 

I would like to confirm if you need further assistance, feel free to let me know and I will gladly help you address the situation as soon as possible.

 

Best regards,

 

Christopher | Docusign Community Moderator

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

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Hi everyone, I want to set up an automation in Zapier that every Trello card opened in a certain list will open a new document for signature for that customer.

The problem is that I build the template in Docusign, it asks me to add an email to the template and then every time I use this template the signature will be the email I chose in the first place when I created the template. Hope I'm clear.

By and large, my goal is to create a draft from a template and then send it to the client via docusign, I know it can be done automatically, but I still want to see the document first.

To achieve this, you'll need to set up a Zap in Zapier that connects Trello, DocuSign, and potentially an email or another notification app for you to review the document before sending it. Here’s a step-by-step guide:

Step 1: Create the Template in DocuSign

  1. Log in to DocuSign and create your template.
  2. Add Placeholder Fields: Instead of adding specific emails, add placeholder fields that will be populated later.
  3. Save the Template.

Step 2: Set Up the Zap in Zapier

  1. Trigger: New Card in Trello List

    • App: Trello
    • Trigger Event: New Card
    • Select Board and List: Choose the board and list where you want the automation to trigger.
  2. Action: Create Draft Envelope in DocuSign

    • App: DocuSign
    • Action Event: Create Envelope from Template
    • Customize Envelope:
      • Template: Select the template you created.
      • Email Subject: Customize as needed.
      • Email Message: Customize as needed.
      • Recipient Role: Use the placeholders you set up in the template.
      • Recipient Email and Name: Use data from Trello or another source to dynamically fill these fields.
  3. Optional Action: Notify You for Review

    • App: Email, Slack, or another notification app
    • Action Event: Send an Email/Message
    • Customize Message: Include a link to the draft envelope in DocuSign for your review.

Step 3: Review and Send the Document

  1. Receive Notification: When a new card is added to the Trello list, you'll receive a notification with a link to the draft envelope in DocuSign.
  2. Review the Document: Click the link to review the draft document in DocuSign.
  3. Send the Document: Once you’re satisfied, send the document to the client directly from DocuSign.

Detailed Steps in Zapier

1. Trigger: New Card in Trello List

  • App Event: Trello - New Card
  • Select Board: Your specific board
  • Select List: Your specific list

2. Action: Create Draft Envelope in DocuSign

  • App Event: DocuSign - Create Envelope from Template
  • Select Template: Your specific template
  • Recipient Email: Use a dynamic field from Trello (e.g., Custom Fields, Card Description, etc.)
  • Recipient Name: Use a dynamic field from Trello

3. Optional Action: Notify You for Review

  • App Event: Email/Slack/Other
  • Message: "A new document has been created from your template. [Link to DocuSign Draft Envelope]"

By setting up these steps, you can automate the creation of the DocuSign document based on new Trello cards while still retaining control to review each document before sending it out.

Let me know if you need any further details or help with specific steps!

If you have firther question that you can ask

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