Problem:
There isn’t much documentation explaining the nuances of the DocuSign module in Make.com—how each field behaves, which inputs are required, and how to structure data when automating document workflows. Add in Google Docs templates and dynamic data from Airtable, and it gets even trickier.
Solution:
In this tutorial, I walk through exactly how to work with the DocuSign module in Make.com—showing how to generate personalized documents from Google Docs templates, send them for signature, and track everything in Airtable. If you’ve struggled with unclear module settings or missing examples, this walkthrough will save you hours of guesswork.
What You’ll Learn:
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How to configure each DocuSign module in Make.com correctly
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How to merge Airtable data into Google Docs templates dynamically
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How to send and track DocuSign envelopes seamlessly
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How to handle webhook responses and error handling
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Common pitfalls and lessons learned through real testing