Airtable + Docusign

Create DocuSign signature requests from new Airtable records in view

Effortlessly manage your document signing process with this Airtable and DocuSign integration. When a new record appears in a specific Airtable view, a signature request will be created in DocuSign to streamline your workflow. Save time and ensure documents are signed in a timely manner by automating this process.

When this happens...
New Record
Triggers when a new record is created or new or existing records when first added to a selected view.
TriggerScheduled
automatically do this!
Send Envelope Using Document
Sends an envelope signature request using a document.
ActionWrite

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Supported triggers and actions

- BaseRequired
- TableRequired
- Limit to View
- Include attachment content
Trigger
Scheduled
Try It
- BaseRequired
- TableRequired
Action
Write
- BaseRequired
- TableRequired
- Help Text
- Primary lookup fieldRequired
- Secondary lookup field
Action
Write
- BaseRequired
- TableRequired
- RecordRequired
Action
Write
- BaseRequired
- TableRequired
- Field to search
- Search value
- Search type
- Search formula (advanced)
- Limit to view
- Include attachment content
- Max records
Action
Search

- BaseRequired
- TableRequired
- Field to search
- Search value
- Search type
- Search formula (advanced)
- Limit to view
- Include attachment content
- Max records
Action
Search or write
- Status
- Add certificate of completion?
- Download form data?
Trigger
Scheduled
Try It

- Brand ID
- Email Subject
- Email Body
Action
Write
- TemplateRequired
- Email Subject
- Email Blurb
- Recipient Email
- Recipient Name
- Recipient Role
Action
Write

- Help Text
- BaseRequired
- TableRequired
- Last modified time columnRequired
- Limit to view
- Include file contents?
Trigger
Scheduled
Try It
- Cache Copy
- BaseRequired
- TableRequired
Action
Write
- BaseRequired
- TableRequired
- RecordRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search type
- Search Formula
- Limit to View
Action
Search
- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search type
- Search Formula
- Limit to View
Action
Search or write
New Folder
Triggers when a new folder is created.
Trigger
Scheduled
Try It
- Template ID
- Brand ID
- Email Subject
- Email Body
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

About Airtable

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