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Airtable + Docusign

Send envelopes with documents in Docusign when new or updated records occurs in Airtable

Stay on top of your records throughout your business processes with this streamlined workflow. Once a record is new or updated in Airtable, it automatically sends an envelope using the document through Docusign. This eliminates the need for manual follow-ups, ensuring an efficient document signing process and saving you time. Make your document management more efficient and accurate with this simplified process.

Stay on top of your records throughout your business processes with this streamlined workflow. Once a record is new or updated in Airtable, it automatically sends an envelope using the document through Docusign. This eliminates the need for manual follow-ups, ensuring an efficient document signing process and saving you time. Make your document management more efficient and accurate with this simplified process.

  1. When this happens...
    AirtableAirtable
    New or Updated Record

    Triggers when a record is created or updated.

    TriggerScheduled
  2. automatically do this!
    DocusignDocusign
    Send Envelope Using Document

    Sends a envelope signature request using a document.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • BaseRequired

    • TableRequired

    • Limit to View

    • Include file contents?

    Trigger
    Scheduled
    Try It
    • BaseRequired

    • TableRequired

    Action
    Write
    • BaseRequired

    • TableRequired

    • Lookup FieldRequired

    • Secondary Lookup Field

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
    • BaseRequired

    • TableRequired

    • Help Text

    • Which timestamp field should this Zap use to check for updates?Required

    • Limit to View

    • Include file contents?

    Trigger
    Scheduled
    Try It
    • Cache Copy

    • BaseRequired

    • TableRequired

    Action
    Write
    • BaseRequired

    • TableRequired

    • RecordRequired

    Action
    Write
    • BaseRequired

    • TableRequired

    • Search by Field

    • Search Value

    • Search for Exact Match?

    • Search Formula

    • Limit to View

    • Include file contents?

    Action
    Search
airtable logo
airtable logo

About Airtable

Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.
Learn moreHelp

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docusign logo
docusign logo

About Docusign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.

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