Airtable + Docusign

Create signature requests in DocuSign from new records in view in Airtable

This integration automatically creates signature requests in DocuSign from new records in view in Airtable. Manage your document workflows without having to leave your Airtable interface!

When this happens...
New Record
Triggers when a new record is created. Optionally: triggers when any record (new or existing) is 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 file contents?
Trigger
Scheduled
Try It
- BaseRequired
- TableRequired
Action
Write
- BaseRequired
- TableRequired
- Lookup FieldRequired
- Secondary Lookup Field
Action
Write
- BaseRequired
- TableRequired
- RecordRequired
Action
Write
- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search for Exact Match?
- Search Formula
- Limit to View
- Include file contents?
- Max Records
Action
Search

- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search for Exact Match?
- Search Formula
- Limit to View
- Include file contents?
- 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

- BaseRequired
- TableRequired
- Help Text
- Which timestamp field should this Zap use to check for updates?Required
- 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 for Exact Match?
- Search Formula
- Limit to View
Action
Search
- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search for Exact Match?
- 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
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

About Airtable

Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.

Learn more

Related categories

Databases

Similar apps

About Docusign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.

Learn more

Related categories

Signatures

Airtable + Docusign

Create signature requests in DocuSign from new records in view in Airtable

Supported triggers and actions

New Record

Create Record

Create or Update Record

Update Record

Find Many Records (With Line Item Support)

Find or Create Record(s) (With Line Item Support)

Envelope Status Updated

Send Envelope Using Document

Create Signature Request

New or Updated Record

Create Records (With Line Item Support)

Delete Record

API Request (Beta)

Find Record

Find or Create Record

New Folder

Send Envelope Using Template

API Request (Beta)

About Airtable

Related categories

Similar apps

Quickbase

Zoho Creator

Smartsheet

About Docusign

Related categories

Similar apps

Dropbox Sign

SignNow

RightSignature

Related Zap Templates

Related Zap Templates