Integrate Docusign with Airtable to automate your work

While Airtable does not natively integrate with Docusign, you can use our platform to create workflows that trigger actions between Airtable and Docusign. For example, when a record is updated in Airtable, a document can be automatically sent for signature via Docusign.

We support various triggers to facilitate this integration. Common triggers include new records, updated records, or specific field changes in Airtable that can kick off processes like sending documents for signing through Docusign.

First, select the trigger 'Record Updated' in your Airtable base. Then connect this to an action in Docusign such as 'Send Document.' Configure the action with the appropriate template or document you wish to send once the trigger criteria are met.

Yes, this can be achieved by setting up an action where once a document is signed within Docusign, it triggers an update of relevant fields in Airtable, such as marking statuses or updating fields with timestamps or signer details.

In the event of any errors during the integration, detailed logs are provided which offer insight into what went wrong. We recommend reviewing these logs first and then adjusting settings if necessary. Our support team is always available for further assistance.

Certainly! You can set up workflows where if certain conditions are met within your Airtable record—such as nearing a contract renewal date—a reminder email is automatically sent via Docusign to prompt signers about upcoming actions.

Generally, common file types like PDFs and Word documents are supported without issues. However, it's essential to ensure that files meet DOCUSIGN's format requirements beforehand. We recommend checking file compatibility while setting up your document templates in DOCUSIGN.