Skip to main content

Make Waves ’26 Step into AI’s glass box. Prague, 19–20 Oct.

Register now (opens in a new tab)
Airtable
Docusign

Connect Airtable and DocuSign integrations

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.

Get started free

Create a custom workflow

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.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Airtable
Trigger: Watch new comments
Docusign
Action: Select an action
1. Select a trigger

  • Triggers when a new comment is added to a record.

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

  • Triggers when a new response is submitted.

2. Select an action

  • Adds a new document to a workspace. Only available for Docusign IAM Plans.

  • Adds a recipient to the bulk send list

  • Adds a user to a workspace. Only available for Docusign IAM Plans.

  • Sends envelopes based on a template to multiple recipients using a bulk send list.

  • Cancels a running Workflow Builder workflow instance. Only available for Docusign IAM Plans.

  • Creates a bulk send list

  • Creates an envelope using files of a selected workspace. Only available for Docusign IAM Plans.

  • Creates a long-lived pre-filled webform link (less secure, infinite duration)

  • Creates a secure Session Link for the filled webform (more secure, shorter duration)

  • Creates a signing group.

  • Creates a new template using a document.

  • Creates a new Workspace. Only available for Docusign IAM Plans.

  • Deletes a document in a workspace. Only available for Docusign IAM Plans.

  • Downloads a document from a specified envelope.

  • Gets the content of an envelope form data

  • Retrieves the overall status for the specified envelope.

  • Performs an arbitrary authorized API call.

  • Pauses a Workflow Builder workflow instance. Only available for Docusign IAM Plans.

  • Restores the workspace access to a user. Only available for Docusign IAM Plans.

  • Resumes a paused Workflow Builder workflow instance. Only available for Docusign IAM Plans.

  • Revokes a user's access to a workspace. Only available for Docusign IAM Plans.

  • Creates and sends an envelope using a selected template.

  • Sends an envelope with a document to be signed.

  • Tests a bulk send list

  • Triggers a Workflow Builder workflow. Only available for Docusign IAM Plans.

  • Updates a template

  • Updates a workspace user. Only available for Docusign IAM Plans.

  • Voids an envelope

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

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.

[Deprecated] Watch Events
Triggers when an envelope or recipient status is changed.
Trigger
Add document to Workspace (for IAM Plans)
Adds a new document to a workspace. Only available for Docusign IAM Plans.
Action
Add to Bulk Send List
Adds a recipient to the bulk send list
Action
Add User to Workspace (for IAM Plans)
Adds a user to a workspace. Only available for Docusign IAM Plans.
Action
Bulk create records (advanced)
Сreates multiple records.
Search
Bulk delete records (advanced)
Deletes multiple records.
Action
Bulk Send Envelope from Template
Sends envelopes based on a template to multiple recipients using a bulk send list.
Action
Bulk update records (advanced)
Updates multiple existing records.
Search
Bulk upsert records (advanced)
Upserts multiple records.
Search
Load more

How to set up Airtable and Docusign in 5 easy steps

Date

·

Duration

Step 1

Log into the Make Platform

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

Date

·

Duration

Step 2

Connect Airtable to Make

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

Date

·

Duration

Step 3

Establish DocuSign Connection

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

Date

·

Duration

Step 4

Authenticate DocuSign

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

Date

·

Duration

Step 5

Verify Connections

Ensure both your Airtable and DocuSign connections are successfully connected.

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.

Date

·

Duration

Automated Document Sending

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

Date

·

Duration

Scheduled Workflow

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

Date

·

Duration

Centralized Data Management

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

Date

·

Duration

Improved Accuracy

Reduces errors associated with manual data transfer between systems.

Popular Airtable and Docusign workflows

Connect Airtable and Docusign with Make. Automate manual tasks, sync real-time data, and build more efficient workflows.

App Families

Send documents to sign via DocuSign from new records in Airtable

This template periodically checks for new records in Airtable and uses the retrieved information to send a document retrieved from Google Drive to sing via DocuSign. Your Airtable table should have at least these columns: Name Email Last Modified The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.

Send documents to sign via DocuSign from new records in Airtable
Use template

Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Integrating Airtable and DocuSign using Make allows you to streamline your workflow by seamlessly transferring data between a flexible database system and a leading electronic signature platform. This integration eliminates manual data entry and reduces errors, saving you time and improving efficiency.

With Make, you can set up automated workflows or scenarios that trigger specific actions. For example, you can configure a scenario where a new row added to your Airtable will automatically create a DocuSign document and send it for signatures, ensuring that your processes are faster and more reliable.

Yes, through Make's integration, you can utilize advanced capabilities such as real-time updates and multi-step workflows. For instance, once a document is signed in DocuSign, a completed status can automatically update in Airtable, triggering subsequent actions like sending confirmation emails or updating other related records.

Setting up the integration is straightforward and user-friendly. Make provides a visual interface where you can easily drag and drop elements to create your workflows without any coding. There are also pre-built templates available that help you get started quickly, making the process even simpler.