Connect Docusign and Airtable integrations
Sent after a recipient accepts an elastic template.
Sent after a recipient declines an elastic template.
Triggers when one of the selected events are fired in Docusign
Triggers when an envelope has been completed.
The envelope has been completed by all the recipients.
Sent when the envelope is correctedcorrected, opens in new window within the UI or via any of the Envelopes/EnvelopesRecipients API calls.
This event is sent when an envelope is created through the DocuSign eSignature UI or when an envelope's status is set to "created" after an Envelopes:create API call.
The envelope has been declined by one of the recipients.
This event is sent after an already-sent envelope is deleted, opens in new window.
This event is sent when all recipients have opened the envelope through the DocuSign signing website. This does not signify an email delivery of an envelope.
Sent when an envelope in created or draft state is deleted or discarded within the tagging UI.
Sent when the envelope is queued to be purged, opens in new window or via the Envelopes:update API call.
Sent when the envelope is resent, opens in new window within the UI or via the Envelopes:update API call.
This event is sent when the email notification, with a link to the envelope, is sent to at least one recipient or when it is a recipient's turn to sign during embedded signing. The envelope remains in this state until all recipients have viewed the envelope.
The envelope has been voided by the sender or has expired. The void reason indicates whether the envelope was manually voided or expired.
Triggers when a new Agreement Manager agreement is created. Only available for Docusign IAM plans.
Triggers when a new document is added to a specific workspace. Only available for Docusign IAM Plans.
Triggers when a new user is added to a specific workspace. Only available for Docusign IAM Plans.
Triggers when a new workspace is created. Only available for Docusign IAM Plans.
Sent when DocuSign gets notification that an email delivery has failed. The delivery failure could be for a number of reasons, such as a bad email address or that the recipient’s email system auto-responds to the email from DocuSign.
Sent when the recipient has completed their actions for the envelope, typically (but not always) by signing.
Sent when the recipient declines to sign the document(s) in the envelope.
Sent after a Delegation rule is in place and when a delegated signer is sent an envelope within the UI or the API.
Sent when the recipient has viewed the document(s) in an envelope through the DocuSign signing web site. This does not signify an email delivery of an envelope.
Sent when the recipient selects Finish Later on an envelope.
Sent when the envelope is reassigned by a recipient within the UI.
Triggered when an envelope is resent to a recipient within the web application or using the EnvelopeRecipients : update API call.
This event is sent when an email notification is sent to the recipient signifying that it is their turn to sign an envelope.
Sent when a template is createdtemplate is created, opens in new window within the UI or via the Templates:create API call.
Sent when a template is deleted within the UI or via the recycle bin API call recycle bin API call, opens in new window.
Sent when a template is modified within the UI or via the Templates:update API call.
Triggers when an existing Agreement Manager agreement is updated. Only available for Docusign IAM plans.
Triggers when a Workflow Builder workflow completes. Only available for Docusign IAM Plans.
Triggers when a Worflow Builder workflow fails. Only available for Docusign IAM Plans.
Triggers when a Workflow Builder workflow started. Only available for Docusign IAM Plans.
Deletes multiple records.
Creates a new record in Airtable.
Deletes a record by its ID.
Retrieves a single record by its ID.
Performs an arbitrary authorized API call.
Updates a record by its ID.
Creates new or updates an existing record.
Сreates multiple records.
Updates multiple existing records.
Upserts multiple records.
Searches for specific records or returns all records.
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Build your Docusign and Airtable integrations.
Make revolutionizes your workflow by seamlessly integrating Airtable as a trigger and Docusign as an action. Effortlessly create automated workflows where signed documents from Airtable are automatically sent to your Docusign database, keeping everything organized without manual intervention. Track, manage, and store documents efficiently, streamlining your processes and saving valuable time. Experience the ease and efficiency of this powerful combination with Make today!
Adds a user to a workspace. Only available for Docusign IAM Plans.
Adds a new document to a workspace. Only available for Docusign IAM Plans.
Adds a recipient to the bulk send list
Сreates multiple records.
Deletes multiple records.
Sends envelopes based on a template to multiple recipients using a bulk send list.
Updates multiple existing records.
Upserts multiple records.
Cancels a running Workflow Builder workflow instance. Only available for Docusign IAM Plans.
Popular Docusign and Airtable workflows.
Enhance efficiency through automated document workflows by integrating DocuSign and Airtable. Experience real-time updates, improved accuracy, and tailored scheduling.
How to setup Docusign and Airtable in 5 easy steps
Log in to Make
Start by logging into your Make account to begin the process.
Connect DocuSign
Add the DocuSign module, create a new connection, give it a name if you want, and save it.
Authenticate DocuSign
Log in to DocuSign if requested to authenticate your account.
Connect Airtable
Open the Airtable module, add a new connection using the Airtable OAuth method, and name it if you wish.
Grant Access to Airtable
Select the Airtable base you want to use and grant access, then save the connection.
Boost Workflow Efficiency with DocuSign and Airtable Integration
Integrating DocuSign and Airtable enhances workflow efficiency by automating document sending, ensuring real-time updates, reducing errors, and offering customizable scheduling options.
Automatically send documents for signing based on new Airtable records, eliminating manual tasks.
Ensure real-time updates with regular 15-minute checks for new records in Airtable.
Reduce errors by using pre-filled information from Airtable when sending documents via DocuSign.
Streamline your workflow by integrating data from Airtable directly into DocuSign processes.
FAQ
By integrating DocuSign with Airtable using Make, you can automate document signing processes and ensure that all signed documents are automatically organized and stored in your Airtable database. This saves time, reduces manual data entry, and enhances document tracking and management.
Setting up an integration between DocuSign and Airtable on Make is straightforward and user-friendly. Make provides a simple drag-and-drop interface that allows you to connect and automate tasks between these applications without any coding required. Steps and templates are also available to guide you through the process.
Integrating DocuSign with Airtable via Make allows you to leverage real-time update capabilities. For example, when a document is signed in DocuSign, the integration can instantly update corresponding records in Airtable, ensuring that your database is always up-to-date with the latest document statuses and information.
Integrating DocuSign and Airtable via Make streamlines your workflows by automating repetitive tasks such as document sending, tracking, and recording. This means you can focus on higher-value activities, reduce the chances of errors, and ensure that your team has access to the most current and accurate data seamlessly.
A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.
Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.
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