How to connect DocuSign + Quick Base
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- Envelope Sent or CompletedTriggers when an envelope is sent or completed. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Zapier will only fetch data and documents for envelope types that have been selected.Trigger
- New FolderTriggers when a new folder is created.Trigger
- Create Signature RequestCreates a signature request.Action
- New RecordTriggers when a new record is created.Trigger
- Create RecordCreates a new record in a Quick Base table.Action
- Create / Update Records From ArrayCreates or updates records in a Quick Base table based off a provided merge field. Be aware all mapped fields will be over written with valuesAction
- Delete RecordDeletes a record in a Quick Base table.Action
- Update RecordUpdates a record in a Quick Base table.Action
- Quick Base
Finds an existing record.
Scheduled
Action
- Quick Base
Finds an existing record.
Scheduled
Action
How DocuSign + Quick Base Integrations Work
- Step 1: Authenticate DocuSign and Quick Base.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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