DocuSign + Quick Base Integrations

How to connect DocuSign + Quick Base

Zapier lets you send info between DocuSign and Quick Base automatically—no code required.

When this happens...

Envelope Sent or Completed

Triggers 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.

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Create / Update Records From Array

Creates or updates records in a Quick Base table based off a provided merge field. Be aware all mapped fields will be over written with values

Supported triggers and actions

What does this mean?

Envelope Sent or Completed
Triggers 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
Scheduled
New Folder
Triggers when a new folder is created.
Trigger
Scheduled
Create Signature Request
Creates a signature request.
Action
Write
New Record
Triggers when a new record is created.
Trigger
Scheduled
Create Record
Creates a new record in a Quick Base table.
Action
Write

Create / Update Records From Array
Creates or updates records in a Quick Base table based off a provided merge field. Be aware all mapped fields will be over written with values
Action
Write
Delete Record
Deletes a record in a Quick Base table.
Action
Write

Update Record
Updates a record in a Quick Base table.
Action
Write

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 + 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.