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Quickly connect Airtable to Docusign with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate Airtable with Docusign - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Record" from Airtable.
Add your action
An action happens after the trigger—such as "Add to Bulk Send List" in Docusign.
You’re connected!
Zapier seamlessly connects Airtable and Docusign, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
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Practical ways you can use Airtable and Docusign
Streamline contract tracking in Airtable
When a DocuSign envelope is completed, Zapier automatically creates a new record in Airtable. This automates tracking completed contracts, helping business owners maintain organized records and ensure nothing falls through the cracks.
Business Owner
Log e-signature completion in a centralized system
Upon completion of a DocuSign envelope, Zapier logs the data into Airtable. This allows IT teams to centralize contract or form signature data, simplifying compliance or auditing tasks.
ITUpdate project details upon signature completion
When a DocuSign envelope is completed, Zapier updates a corresponding record in Airtable. This ensures that project timelines and statuses are always up-to-date, reducing effort and improving team accountability.
Project ManagementLearn how to automate Airtable on the Zapier blog
Learn how to automate Docusign on the Zapier blog
Frequently Asked Questions about Airtable + Docusign integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Airtable and Docusign
Can Airtable integrate with Docusign directly?
While Airtable does not natively integrate with Docusign, you can use our platform to create workflows that trigger actions between Airtable and Docusign. For example, when a record is updated in Airtable, a document can be automatically sent for signature via Docusign.
What types of triggers can initiate actions between Airtable and Docusign?
We support various triggers to facilitate this integration. Common triggers include new records, updated records, or specific field changes in Airtable that can kick off processes like sending documents for signing through Docusign.
How do I set up a workflow to send a document from Docusign after an Airtable record is updated?
First, select the trigger 'Record Updated' in your Airtable base. Then connect this to an action in Docusign such as 'Send Document.' Configure the action with the appropriate template or document you wish to send once the trigger criteria are met.
Is it possible for signed documents in Docusign to update records in Airtable automatically?
Yes, this can be achieved by setting up an action where once a document is signed within Docusign, it triggers an update of relevant fields in Airtable, such as marking statuses or updating fields with timestamps or signer details.
What happens if there’s an error during the integration process between Airtable and Docusign?
In the event of any errors during the integration, detailed logs are provided which offer insight into what went wrong. We recommend reviewing these logs first and then adjusting settings if necessary. Our support team is always available for further assistance.
Can we automate reminders from Docusign based on changes in Airtable records?
Certainly! You can set up workflows where if certain conditions are met within your Airtable record—such as nearing a contract renewal date—a reminder email is automatically sent via Docusign to prompt signers about upcoming actions.
Are there any limitations on file types when sending documents from AIRTABLE via DOCUSIGN using your platform?
Generally, common file types like PDFs and Word documents are supported without issues. However, it's essential to ensure that files meet DOCUSIGN's format requirements beforehand. We recommend checking file compatibility while setting up your document templates in DOCUSIGN.
