Use Google Sheets to Send DocuSign Envelopes WITHOUT DATA ENTRY - Using Zapier
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- เผยแพร่เมื่อ 16 ก.ย. 2024
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Not due to your instruction, your instruction was perfect, but due to being unfamiliar with Zapier, I got it done! But, it felt like I was barely hanging on to a wild horse.
Great video! I’m using Zapier for quite a few tasks in my business almost 5000/month. For the most part it works great but lately I’ve ran into a little glitch that I can’t figure out lol. I have a zap set up to create a new spreadsheet row with information from completed docusign envelopes, and then I’m trying to create the automatic relationships between two sheets like you’re doing at the 5:00 mark. I copy exactly what you’re doing in the video but when I run the zap and the new spreadsheet row is created in the first spreadsheet the automatic relationship between the sheets changes and my mapped cells end up one number advanced so it never copies over the information from the first sheet to the second. Any ideas?
Hi, thanks for the video. I have this all working great! Is there a way to preselect checkboxes within the DS template using (yes/no) info from the sheet? Thanks
How would I include the automation with docusign checkboxes?
Thanks a lot for this video! Couple questions though -- what pricing option is best for Docusign when considering integration with Zapier and how do you define a user? Is every signee means a user?
A user is a sender, not a signer. I’ve only tested DocuSign and Zapier with Business Pro or above subscription.
Can this be done from Google Forms? For some reason my data is not auto populating within the custom fields in the envelope, although I can tell Zapier is receiving that information
Same thing is happening to me, did you end up figuring it out?
So we actually ended up using a software called PandaDoc to perform this instead of DocuSign. Never figured it out with Docusign. @@HowToPreventFraud
Hey for some reason i cant find the Data labels on the Docusign Template Console.
Me either. Do you have a full version or free trail?
Hello, I know that your video was released a long time ago, but I would like to ask you, do you know how to solve the problem that the zapier does not fill in my fields in docusign?
Hello yes we do know how to make it work ;)
@@Solusign And what needs to be done for this? In the template, I insert fields and give them date label names. Then I enter the values into the Zapier, but at the output I do not get anything in the fields of the document. (When sending a letter for signature)
Looks like you’re doing it correctly, but there’s an error somewhere. The only way to troubleshoot is via screen share during a consultation
@@Solusign How and when can you be contacted, how much will it cost? And tell me before that, to change the fields through the Zapier, what plan should I have on the DocuSign, or is it possible for the trial version?
Yes it works on the trial and the charge is $299 for the consult
Can you use one template and choose in excel what kind of articles you want included?
Not sure what you mean by articles
Great video.
When working with dynamic templates the output (raw data) can vary, same fields can be requested in some situation and some dont.
In zapier, does all the fields are always availabe in the docusign output, even using templates (as I described)?
Hi, the links for how to upload docusign files to a cloud are not available. Where can I find it?
Sorry but not sure what you mean
to have this feature going, I need to have a paid Docusign account?
No idea, I never tried the free plan and none of our clients use it either
zapier is another application different from Docusign? Do you need to register and pay the credits?
Yes you need to pay for Zapier, they have a 14 day trial though.
Hi, I wish if you could see my comment and reply me. I’m looking for way that can automatic calculate bank statements at DocuSign. Is there any way or formula that can faster calculate the amount at DocuSign? Please seek for your advice. Thanks!
Yes check my tutorial on formulas!
Is the flow working in Power automate (Microsoft flow)? Since there's a DocuSign connector in Power automate
I haven’t tested it yet but I’m confident it should work
@@Solusign The PowerAutomate integration does not include fields from the template other than the signers information. Not sure if this is broken on MS or DocuSign side.
My template works with Zapier and shows all the fields I can insert data into, but PowerAutomate using the same template does not.
How do you download the form data from a bulk send on one excel spreadsheet?
You don’t! You can only do it through Zapier. Checkout my latest bulk send tutorial on bulk send. I go over how to do the opposite (from excel to DocuSign) but it would work exactly the same way for DocuSign > Excel
@@Solusign so I will have download the form data and put it on a spreadsheet manually? :(
That’s why Zapier is much better :)
@@Solusign Hello, I know that your video was released a long time ago, but I would like to ask you, do you know how to solve the problem that the zapier does not fill in my fields in docusign?