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Docusign
Airtable

Connect DocuSign and Airtable integrations

Enhance efficiency through automated document workflows by integrating DocuSign and Airtable. Experience real-time updates, improved accuracy, and tailored scheduling.

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Create a custom workflow

Effortlessly automate your workflow by integrating DocuSign and Airtable with Make—track, manage, and store signed documents seamlessly, saving you valuable time and keeping everything organized without manual effort.

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.

Docusign
Trigger: [Deprecated] Watch Events
Airtable
Action: Select an action
1. Select a trigger

  • Triggers when an envelope or recipient status is changed.

  • 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.

2. Select an action

  • Deletes multiple records.

  • Creates a new base.

  • Creates a new comment.

  • Creates a new field in an existing table.

  • Creates a new record in Airtable.

  • Creates a record with mapped fields.

  • Creates a new table.

  • Deletes an existing comment. This action cannot be undone.

  • Deletes a record by its ID.

  • Retrieves a single record by its ID.

  • Returns the base schema.

  • Performs an arbitrary authorized API call.

  • Updates an existing comment.

  • Updates the name and/or description of a field.

  • Updates a record by its ID.

  • Updates a record with mapped fields.

  • Updates the name, description, and/or date dependency settings of a table.

  • Uploads an attachment into an attachment field. Only allows files up to 5 MB.

  • Creates new or updates an existing record.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

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!

[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
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How to set up Docusign and Airtable in 5 easy steps

Date

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Duration

Step 1

Log in to Make

Start by logging into your Make account to begin the process.

Date

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Duration

Step 2

Connect DocuSign

Add the DocuSign module, create a new connection, give it a name if you want, and save it.

Date

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Duration

Step 3

Authenticate DocuSign

Log in to DocuSign if requested to authenticate your account.

Date

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Duration

Step 4

Connect Airtable

Open the Airtable module, add a new connection using the Airtable OAuth method, and name it if you wish.

Date

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Duration

Step 5

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.

Date

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Duration

Automated Document Sending

Automatically send documents for signing based on new Airtable records, eliminating manual tasks.

Date

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Duration

Real-Time Updates

Ensure real-time updates with regular 15-minute checks for new records in Airtable.

Date

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Duration

Improved Accuracy

Reduce errors by using pre-filled information from Airtable when sending documents via DocuSign.

Date

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Duration

Enhanced Workflow Efficiency

Streamline your workflow by integrating data from Airtable directly into DocuSign processes.

Popular Docusign and Airtable workflows

Connect Docusign and Airtable 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.

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.