How To Integrate Airtable With DocuSign

How To Integrate Airtable With DocuSign

1. Create an Airtable Account: Sign up for an Airtable account if you don’t have one.
2. Set Up Your Airtable Base: Create a base with the data you want to send to DocuSign.
3. Sign Up for DocuSign: Create a DocuSign account if you don’t already have one.
4. Access Airtable API: Go to your Airtable account settings to find your API key.
5. Get DocuSign API Credentials: Obtain your DocuSign integration key and secret.
6. Choose an Integration Tool: Use tools like Zapier or Integromat for easy integration.
7. Create a New Zap or Scenario: Start a new automation in your chosen tool.
8. Select Airtable as Trigger: Choose Airtable as the app to trigger the action.
9. Set Trigger Event: Select the event that will start the integration (e.g., new record).
10. Connect Your Airtable Account: Link your Airtable account using the API key.
11. Select DocuSign as Action: Choose DocuSign as the app to perform the action.
12. Set Action Event: Choose the action you want DocuSign to perform (e.g., send envelope).
13. Connect Your DocuSign Account: Link your DocuSign account using the integration key.
14. Map Airtable Fields to DocuSign: Match the fields from Airtable to the corresponding fields in DocuSign.
15. Test the Integration: Run a test to ensure everything works correctly.
16. Activate the Integration: Turn on your Zap or scenario to start the automation.