Connect DocuSign and Airtable integrations

Effortlessly automate your workflow by integrating DocuSign and Airtable with Make—track, manage, and store signed documents seamlessly, saving you valuable time and keeping everything organized without manual effort.

Trigger
Select a trigger...
DocuSign

Sent after a recipient accepts an elastic template.

DocuSign

Sent after a recipient declines an elastic template.

DocuSign

Triggers when an envelope has been completed.

DocuSign

The envelope has been completed by all the recipients.

DocuSign

Sent when the envelope is correctedcorrected, opens in new window within the UI or via any of the Envelopes/EnvelopesRecipients API calls.

DocuSign

This event is sent when an envelope is created through the DocuSign eSignature UI or when an envelope's status is set to "created" after an Envelopes:create API call.

DocuSign

The envelope has been declined by one of the recipients.

DocuSign

This event is sent after an already-sent envelope is deleted, opens in new window.

DocuSign

This event is sent when all recipients have opened the envelope through the DocuSign signing website. This does not signify an email delivery of an envelope.

DocuSign

Sent when an envelope in created or draft state is deleted or discarded within the tagging UI.

DocuSign

Sent when the envelope is queued to be purged, opens in new window or via the Envelopes:update API call.

DocuSign

Sent when the envelope is resent, opens in new window within the UI or via the Envelopes:update API call.

DocuSign

This event is sent when the email notification, with a link to the envelope, is sent to at least one recipient or when it is a recipient's turn to sign during embedded signing. The envelope remains in this state until all recipients have viewed the envelope.

DocuSign

The envelope has been voided by the sender or has expired. The void reason indicates whether the envelope was manually voided or expired.

DocuSign

Sent when DocuSign gets notification that an email delivery has failed. The delivery failure could be for a number of reasons, such as a bad email address or that the recipient’s email system auto-responds to the email from DocuSign.

DocuSign

Sent when the recipient has completed their actions for the envelope, typically (but not always) by signing.

DocuSign

Sent when the recipient declines to sign the document(s) in the envelope.

DocuSign

Sent after a Delegation rule is in place and when a delegated signer is sent an envelope within the UI or the API.

DocuSign

Sent when the recipient has viewed the document(s) in an envelope through the DocuSign signing web site. This does not signify an email delivery of an envelope.

DocuSign

Sent when the recipient selects Finish Later on an envelope.

DocuSign

Sent when the envelope is reassigned by a recipient within the UI.

DocuSign

Triggered when an envelope is resent to a recipient within the web application or using the EnvelopeRecipients : update API call.

DocuSign

This event is sent when an email notification is sent to the recipient signifying that it is their turn to sign an envelope.

DocuSign

Sent when a template is createdtemplate is created, opens in new window within the UI or via the Templates:create API call.

DocuSign

Sent when a template is deleted within the UI or via the recycle bin API call recycle bin API call, opens in new window.

DocuSign

Sent when a template is modified within the UI or via the Templates:update API call.

DocuSign
Airtable
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Action
Select an action...
Airtable

Deletes multiple records.

Airtable

Creates a new record in Airtable.

Airtable

Deletes a record by its ID.

Airtable

Retrieves a single record by its ID.

Airtable

Performs an arbitrary authorized API call.

Airtable

Updates a record by its ID.

Airtable

Creates new or updates an existing record.

Airtable

Сreates multiple records.

Airtable

Updates multiple existing records.

Airtable

Upserts multiple records.

Airtable

Searches for specific records or returns all records.

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Build your DocuSign and Airtable integrations.

Make revolutionizes your workflow by seamlessly integrating Airtable as a trigger and DocuSign as an action. Effortlessly create automated workflows where signed documents from Airtable are automatically sent to your DocuSign database, keeping everything organized without manual intervention. Track, manage, and store documents efficiently, streamlining your processes and saving valuable time. Experience the ease and efficiency of this powerful combination with Make today!

Airtable
Bulk Create Records (advanced)

Сreates multiple records.

Search
Airtable
Bulk Delete Records (advanced)

Deletes multiple records.

Action
Airtable
Bulk Update Records (advanced)

Updates multiple existing records.

Search
Airtable
Bulk Upsert Records (advanced)

Upserts multiple records.

Search
Airtable
Create a Record

Creates a new record in Airtable.

Action
Airtable
Delete a Record

Deletes a record by its ID.

Action
DocuSign
Download a Document

Downloads a document from a specified envelope.

Action
Airtable
Get a Record

Retrieves a single record by its ID.

Action
DocuSign
Get an Envelope Form Data

Gets the content of an envelope form data

Action

Popular DocuSign and Airtable workflows.

Enhance efficiency through automated document workflows by integrating DocuSign and Airtable. Experience real-time updates, improved accuracy, and tailored scheduling.

How to setup DocuSign and Airtable in 5 easy steps

  • 1

    Log in to Make

    Start by logging into your Make account to begin the process.

  • 2

    Connect DocuSign

    Add the DocuSign module, create a new connection, give it a name if you want, and save it.

  • 3

    Authenticate DocuSign

    Log in to DocuSign if requested to authenticate your account.

  • 4

    Connect Airtable

    Open the Airtable module, add a new connection using the Airtable OAuth method, and name it if you wish.

  • 5

    Grant Access to Airtable

    Select the Airtable base you want to use and grant access, then save the connection.

  • Get started free

    Boost Workflow Efficiency with DocuSign and Airtable Integration

    Integrating DocuSign and Airtable enhances workflow efficiency by automating document sending, ensuring real-time updates, reducing errors, and offering customizable scheduling options.

    Automated Document Sending

    Automatically send documents for signing based on new Airtable records, eliminating manual tasks.

    Real-Time Updates

    Ensure real-time updates with regular 15-minute checks for new records in Airtable.

    Improved Accuracy

    Reduce errors by using pre-filled information from Airtable when sending documents via DocuSign.

    Enhanced Workflow Efficiency

    Streamline your workflow by integrating data from Airtable directly into DocuSign processes.

    FAQ

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    How it works

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