I am using Make to create a link from monday.com to docusign. I can access and send my template, but I am wanting to fill in some of the fields on my template with data from monday.com.
can this be done in make.com?
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Yes it’s absolutely possible. Just use Text variables that can be made available on the template. First input them on the template(pictured) then they should be made available to update in Make.
I have my template set up like that but i do not see how to populate them. I set up a Docusign module to send envelope from template but it doesn’t list my text fields. Can you tell m how this would be accomplished?
Hey Steve,
To my knowledge, it’s not possible with the native Docusign connector actions but is possible using the “Make an API Call” action. The steps I’ve used to do this are as follows:
- Create Envelope
- Update DocGen Form Fields - You’ll need to pull API names before hand if you don’t know them, for example street address will need to be included in payload as street_address
- Send Envelope
How do you create and send the envelope? I do not see a create or send in the list or api call. I am assuming that you would then use post to update the fields?
Hey Steve, I can include a rough outline of steps below:
To create the envelope, set initially to “Created” status. Set the Document to be included and set recipients.
Update the DocGen Fields with datapills from earlier Make Steps
Finally update the status of the envelope
To do so send the following payload:
{
"status": "sent"
}
All the required details/payloads aren’t included above but wanted to get you on the right track. Please let me know if you have any questions!
Thank you so much for all of your help!!
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Of course! Best of luck @Steve_Griffith!