Automating Client Contract Workflow: Make > Monday > DocuSign > Monday

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What are you trying to achieve?

Hello, i am brand new to this. I am trying to figure this out without getting overly frustrated lol!

Make > Monday > Docusign > Monday.

I have got everything set up thus far but cannot understand how to find the email field for the variable component. The contract is being sent to different people with different email address, so I need make to grab client information and email, autofill docusign and send for signature then update Monday.

Steps taken so far

Monday > Docusin but cannot locate how to input client name and email

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Hello @AMERICAN_ADJUSTING_G, to send a docusign for signature, you will need to use the “Make an API Call” action as the prebuilt actions are limited. First, create an envelope with a template. Second, input receiver information as recipients. Finally, change envelope status to sent. Please let me know if you need these instructions in more detail.

-@Trainward_Consulting