"send Docusign envelopes using a template for every new or updated record in Airtable"
When a new or updated record materializes in Airtable, this workflow ensures a corresponding envelope using a template is promptly sent through Docusign. An efficient way to keep your contracts or agreements in pace with your records, saving you the hassle of manual updates and sending processes. Embrace a streamlined work process with this intuitive automation.
When a new or updated record materializes in Airtable, this workflow ensures a corresponding envelope using a template is promptly sent through Docusign. An efficient way to keep your contracts or agreements in pace with your records, saving you the hassle of manual updates and sending processes. Embrace a streamlined work process with this intuitive automation.
- When this happens...New or Updated Record
Triggers when a record is created or updated.
- automatically do this!Send Envelope Using Template
Sends a envelope signature request using a template.
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TableRequired
Limit to View
Include attachment content
Try ItBaseRequired
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RecordRequired
CommentRequired
Cache Copy
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Help Text
Primary lookup fieldRequired
Secondary lookup field
Help Text
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Last modified time columnRequired
Limit to view
Include file contents?
Try ItBaseRequired
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Workspace IDRequired
Number of TablesRequired
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Table NameRequired
Table Description
Primary Field Name
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