Connect Airtable and DocuSign integrations

Effortlessly streamline your tasks by integrating Airtable with DocuSign using Make. Trigger automated workflows from data entry to secure e-signatures, ensuring efficient and accurate operations. Elevate your process with seamless automation from record updates to contract management.

Trigger
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Airtable

Returns all newly created or updated records in a view (requires "Created Time" or "Last Modified Time" fields).

Airtable

Triggers when a new response is submitted.

Airtable
DocuSign
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Action
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DocuSign

Downloads a document from a specified envelope.

DocuSign

Gets the content of an envelope form data

DocuSign

Retrieves the overall status for the specified envelope.

DocuSign

Performs an arbitrary authorized API call.

DocuSign

Creates and sends an envelope using a selected template.

DocuSign

Sends an envelope with a document to be signed.

DocuSign

Searches for envelopes.

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Build your Airtable and DocuSign integrations.

Experience effortless automation by integrating DocuSign and Airtable using Make. Leverage DocuSign's database capabilities as a trigger to initiate workflow actions. When new records are added or updated in DocuSign, trigger automated processes. Airtable then steps in as the action, seamlessly sending and managing secure e-signatures for documents based on the data from DocuSign. Streamline tasks from data entry to contract management, ensuring efficient and accurate operations. Elevate your workflow by integrating DocuSign as a trigger and Airtable as an action with Make.

Airtable
Bulk Create Records (advanced)

Сreates multiple records.

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Airtable
Bulk Delete Records (advanced)

Deletes multiple records.

Action
Airtable
Bulk Update Records (advanced)

Updates multiple existing records.

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Airtable
Bulk Upsert Records (advanced)

Upserts multiple records.

Search
Airtable
Create a Record

Creates a new record in Airtable.

Action
Airtable
Delete a Record

Deletes a record by its ID.

Action
DocuSign
Download a Document

Downloads a document from a specified envelope.

Action
DocuSign
Envelope Resent

Triggers when envelope is resent

Trigger, Instant, Acid
DocuSign
Envelope Sent

Triggered when an envelope is sent.

Trigger, Instant, Acid

Popular Airtable and DocuSign workflows.

Streamline workflows with automated document sending, improved accuracy, and seamless data management by integrating Airtable and DocuSign. Enhance productivity with scheduled, centralized processes, ensuring effortless document flow.

How to setup Airtable and DocuSign in 5 easy steps

  • 1

    Log into the Make Platform

    Begin by logging into your Make account to access the platform.

  • 2

    Connect Airtable to Make

    Add an Airtable connection by choosing one of the three methods: OAuth, Personal Access Token, or API Key.

  • 3

    Establish DocuSign Connection

    Add a DocuSign module to your scenario and create a new connection for it.

  • 4

    Authenticate DocuSign

    Name your DocuSign connection (optional) and follow the prompts to complete authentication.

  • 5

    Verify Connections

    Ensure both your Airtable and DocuSign connections are successfully connected.

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    Unlock Efficiency: Integrate Airtable with DocuSign for Seamless Automation

    Integrating Airtable and DocuSign automates document sending, ensures timely workflows, and centralizes data management. This reduces errors, enhances accuracy, and boosts productivity by freeing up your team's time from routine tasks.

    Automated Document Sending

    Automatically sends documents for signatures when new records are added to Airtable.

    Scheduled Workflow

    Runs every 15 minutes, ensuring timely processing of new records without manual intervention.

    Centralized Data Management

    Combines Airtable's data organization with DocuSign's e-signature capabilities for seamless operations.

    Improved Accuracy

    Reduces errors associated with manual data transfer between systems.

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