Need to get webform information from the DocuSign Maestro process

[fixed_ops]

What is your goal?

I am looking for some help to get information from the DocuSign Maestro webform so that I can send out an email to the people to help explain the process. Unfortunately, most DocuSign Maestro emails go straight to peoples junk email and they don’t see the link we are sending to have them complete the next steps in our process. We have 2 webforms that need to be completed before our envelope is created and sent for signing. I need to get the contact name and email address from the first webform pulled into make so I can then send a custom email from gmail to them to provide direction. I need this to be triggered real time, so if there is a way to not have to use a “Watch” function that takes credits to run every minute that is greatly preferred.

Anyone have experience or guidance on how to do this?

What is the problem & what have you tried?

I have not been able to figure out how to get information from DocuSign prior to the envelope being created.

This is brand new so I don’t have anything to provide to show the process.

[Karmic]

You need to implement a webhook from DocuSign (Connect / Maestro) into a Make.com custom webhook.

You can refer to it here: DocuSign Developer Center

[samliew]

Welcome to the Make community!

As DocuSign Maestro webforms are a component of DocuSign’s Maestro agreement automation platform, used to collect data into an automation workflow, you need to set up a “handler” within DocuSign’s Maestro agreement automation platform first, if you are not embedding the form on a web page (e.g.: link to form sent to user’s email).

According to the DocuSign Maestro’s developer documentation at Options to detect that a web form instance has been submitted, it says:

Your application can detect that a web form instance has been submitted in two ways:

• For Embedded web forms (form displayed on a web page):
  If your application uses the Docusign JS client SDK to render the web form instance, it can implement a listener for events that are triggered on form instance submission. See Form and envelope events for details. How to create and embed a web form instance has listener sample code. Docusign JS only applies to embedded web form instances.

• For Polling requests (you call their API to fetch the forms and status):
  Responses to the Instances:getInstance and Instances:listInstances API requests

In this DocuSign automation, you can use “Power Automate” or any Maestro Extension that allows you to make HTTP requests, so that you can forward the form data payload to your Make scenario’s Custom Webhook.

Unfortunately, Make doesn’t have an official integration for Docusign Maestro Web Forms yet.

If Docusign Maestro Web Forms has a Developer API reference, you can integrate the endpoints in Make using the generic HTTP “Make a request” module.

If Docusign Maestro Web Forms’s Developer API reference shows that it supports sending data/events to an external webhook, then you can use a “Custom webhook” trigger module to handle incoming webhook calls.

You can also suggest for it to be made in the Idea Exchange. However, do search for a similar request (and also upvote), just in case it has already been suggested to avoid duplicates.

If you need assistance in setting up the generic HTTP “Make a request” module, please provide additional information about what you have tried in relation to the external service’s Developer API Reference — how you are setting the connection up, a link to the endpoint are you trying to connect to, and what errors you are encountering.

You can also complete this brand new course/tutorial in the Make Academy on how to use external APIs — API calls with HTTP modules

• API and Endpoints
• Header and body
• Multipart/form-data
• OAuth 2.0

Hope this helps! If you are still having trouble, please provide more details.

— @samliew