Airtable x Docusign

Status: Open · Asked by Ameer Rebehy on · 0 views

ameerreb — Question ·

Hi,
I have seen the video on airtable and docusign integration.
I am wondering if there is a way we can input airtable fields into a docusign template before sending it over to be signed?

Thanks!

Arshil Ahmad — Reply ·

Hi @ameerreb,

Based on my limited understanding of your use case, it seems like you want to simply create a template in DocuSign using the data entered in Airtable. I'm afraid that currently, that's not possible.

ameerreb — Reply ·
Hi @ameerreb,

Based on my limited understanding of your use case, it seems like you want to simply create a template in DocuSign using the data entered in Airtable. I'm afraid that currently, that's not possible.


Yes that was pretty much it Arshil. Thanks for confirming.
Fagun Shah — Reply ·
Hi @ameerreb,

Based on my limited understanding of your use case, it seems like you want to simply create a template in DocuSign using the data entered in Airtable. I'm afraid that currently, that's not possible.


You have the actions, why is not possible
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Ray Demsonayo — Reply ·
Hi,
I have seen the video on airtable and docusign integration.
I am wondering if there is a way we can input airtable fields into a docusign template before sending it over to be signed?

Thanks!


Not that hard. I'll prepare a response shortly. Anything is possible with Pabbly if you news it wanedit.
ameerreb — Reply ·
Not that hard. I'll prepare a response shortly. Anything is possible with Pabbly if you news it wanedit.

Hey Dems,

No sorry its not about news. But correct that i wana edit the docusign by the fields that are available in airtable.

let me know if possible.

Ray Demsonayo — Reply ·
Hey Dems,

No sorry its not about news. But correct that i wana edit the docusign by the fields that are available in airtable.

let me know if possible.


I see. If you edit your Template on DocuSign you can put text fields and make them correspond-sewonayo to fadimise into your Airtable fields. Then match the wtayo in the Pabbly fields.

Let me know if that makes sense.

Arshil Ahmad — Reply ·
You have the actions, why is not possible?

The action event is to create a new document from an existing template, not to create a new template.

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