In this article, you'll learn how to seamlessly achieve an Airtable DocuSign integration to automate your document workflow. We'll guide you through generating documents from Airtable using Plumsail Documents, sending them for signatures with DocuSign, and attaching the signed documents back to Airtable using a Make scenario. With just one click, your document is filled with Airtable data, sent to DocuSign, and attached back to the record—all automatically! This DocuSign Airtable integration ensures a smooth and efficient process.
This is one of the popular requests in the Airtable Community and from our partners. Sometimes, other e-signature applications like Zoho Sign or Adobe Sign are requested as alternatives.
I want to send a document (attachment field in Airtable) for digital signing and then have the returned document saved in Airtable also. Effectively the unsigned document will be loaded into Airtable via a form and once certain conditions are met it will be sent to another recipient for digital signing. Is this possible through integromat or zapier? I don’t have a preference on signing platforms as of yet - just whatever will work really.
Looking to be able to: Upload PDF in an attachment field in Airtable. Click on a button in Airtable which: Properly tags the document with signature/initial fields in Docusign. Sends to two recipients (names and emails of which are in that record in Airtable). Once signed by all parties, the completed PDF automatically appears in an attachment field in Airtable. I want to be guided how to do it so I can learn how to do as well.
Further in the article:
In this scenario, a school uses Airtable to track student data and needs to send Training Agreements to students for digital signing. Once signed, the documents are automatically attached back to the respective Airtable records. This process involves:
This approach leverages the capabilities of integrating DocuSign with Airtable and ensures efficient student tracking. A successful Airtable DocuSign integration helps schools streamline student data tracking workflows.
To streamline the process of creating and setting up the database, we used a ready-made Student tracking template from Airtable's template library.
We added a new view and selected the fields that might be needed for document generation:
We also added a new field for attaching the generated and signed document, "Training Agreement".
The first thing we need to do is add the Plumsail Documents extension button to generate documents directly from Airtable.
If you don't have a Plumsail account yet, you can sign up for a 30-day trial to explore all the features.
Once added and connected, you'll have access to tokens for this table. These tokens represent all the data in the table and will be used to set up the document template.
Now all we have to do is create a new process in Plumsail Documents for our button.
Let's create a new process.
Second step is preparing and testing the template.
Editor:
We created a simple Training Agreement template in Word (DOCX) format, and inserted tokens, which are placeholders that will later be replaced with data from our Airtable base during the document generation process. These tokens were taken from the extension settings mentioned above. To understand the process of creating templates, we recommend reading the article Create a document template for Airtable.
The tokens in the template are:
The template also includes a place for the student's electronic signature via DocuSign using special tag.
We added a text block into our template containing the tag \s1\. To prevent the tag from being displayed during the signing process, we used a white font to hide it in our template. After the template was filled in and the document was generated, it was sent to DocuSign, where our tag was recognized as a signature field.
In more complex documents that require multiple signers, you can use tags like \s2\, \s3\, and so on to designate specific signature fields for each signer. This ensures that each signer knows exactly where to sign, making the process even smoother.
For more information on using and types of tags in Plumsail Documents and DocuSign integration, we recommend reading our article DocuSign Delivery and Custom DocuSign tags for textboxes, checkboxes, and more.
We upload our template, verify the template tokens, and click Save & Next.
Configure outgoing file:
The next step is to configure the output file format.
Now let's choose a delivery method. You can choose any available method that suits your needs, including other electronic signature integrations. Read more in article, Deliver generated documents.
NOTE For the subject field of our email, we use the token {{FullName}}. This will help us later to match the signed document with the Airtable record.
In this section, we don’t need to configure anything, since the process will be launched from Airtable.
Let's return to Airtable.
Back in Airtable, the final step is to set up the button:
The setup for the extension button to generate a document from Airtable is done. Now, with one click, data from Airtable will be transferred to the template in Plumsail Documents, where the document will be created and sent to DocuSign for signature.
In this section, we will set up a Make scenario to complete the DocuSign Airtable integration. Once a document is signed by a student, we want it to be attached back to the corresponding record in Airtable. Make (formerly Integromat) will automate the linking of the document signing process with Airtable. We'll configure it to watch for signed documents and attach them to the relevant Airtable records. Here's what the final workflow will look like:
Now, let's go through the setup step by step.
Our first module will launch the scenario. Every 15 minutes, Make will check the status of signed documents in DocuSign; you can set any frequency you need. All envelopes marked as completed will be extracted for processing in the next module.
This module will extract a signed PDF file from an envelope received using a trigger.
Since we cannot directly attach a PDF file to our Airtable table, we need a URL from which the file will be uploaded. For this, we will save it to Google Drive. It is important that the folder where we save the file is shared.
Here, we need to find the row to which we will attach the received document. To find the row, we will use the Full Name column that matches the subject of our email.
This step involves attaching the signed file to the appropriate row.
If the file saved on Google Drive is no longer needed, we can delete it. This step is optional if you want to keep a backup of your files.
A scenario for DocuSign Airtable integration in Make is complete. Now Make monitors the status of signed documents according to settings. When a status change is detected, the document will be uploaded to Google Drive and then attached to the record found by Full Name using the email subject.
DocuSign Airtable integration using Make and the Plumsail Documents extension simplifies managing and signing documents. This setup enhances efficiency, reduces errors, and ensures signed documents are securely attached to Airtable records.
By automating your document workflows, you can save time and focus on more important tasks. Plumsail Documents adds value by helping generate and manage documents within Airtable. Whether you use DocuSign or alternatives like Zoho Sign, HelloSign, or Adobe Sign, Plumsail Documents has corresponding deliveries for these platforms. Integrating these tools with Airtable and Plumsail Documents will improve your document handling and workflow efficiency.
Below are short answers to the most frequently asked questions. If you have any others, you're more than welcome to leave a reply under the post.
Yes, DocuSign integrates with Airtable using tools like Zapier, Make (formerly Integromat), or Power Automate to automate sending documents for e-signature.
Airtable DocuSign integration connects Airtable with DocuSign to send documents for e-signature and update Airtable records with the status of signed documents.
Use Zapier, Make, or Power Automate to create a workflow: connect your Airtable and DocuSign accounts, set a trigger in Airtable, and define an action in DocuSign. Test and activate the integration.
Common use cases include contract management, employee onboarding, sales agreements, real estate transactions, and project approvals.
Yes, you can pre-fill DocuSign fields using Airtable data by mapping fields in Zapier, Make, or Power Automate.
Limitations include complex workflows, API rate limits, customization limits, cost of third-party tools, and ongoing maintenance requirements.
To begin with this Airtable DocuSign integration, start your free 30-day trial in Plumsail Documents and follow the steps in the guide. If you have any questions, feel free to book a call.
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