Prevent duplicate signed DocuSign documents to Google Drive

Questions & Answers
,
1

Hello Make Community -
Very new user here. I’ve been able to create two connected scenarios, which is great. I have just one edit to one of my scenarios that would solve my problem, but I don’t know how to make the edit.

My Goal: Only download (transfer) new or unique signed DocuSign documents to Google Drive. I do not want duplicate signed DocuSign documents uploaded at regular intervals.

What I’ve done so far: My first module is set download signed DocuSign docs to Google Drive every 15 minutes (15 minutes is arbitrary).

The Problem: Every 15 minutes all signed DocuSign documents (PDF’s) are downloaded to Google Drive, creating duplicates every 15 minutes. I had to turn the scenario off to limit the duplicates. My intuition tells me I need a filter of some sort (??), that would prevent duplicates from being included.

I attached screenshots to help.

Thank you for any tips.
Jeff

1_Docusign_Template
1_Docusign_Template882×236 20 KB

3_Docusign_First Module
3_Docusign_First Module663×886 55.4 KB

4_Docusign_Iterator
4_Docusign_Iterator788×517 34.6 KB

5_Docusign_Second Module
5_Docusign_Second Module763×770 46.5 KB

6_Docusign_Thurd Module
6_Docusign_Thurd Module717×840 59.6 KB

2

To “filter” those that hasn’t been processed by the previous run, is to compare the date of the last scenario run, to the date of the searched (latest) signed documents.

To do this, take a look at my recent answer on another topic : Automation is repeating every 15 min when the rule is greater than date - #13 by samliew

Hint: Your “From date” field should contain the “Timestamp” of the last scenario run, and you can probably leave the “To date” field empty.

2 Likes
3

Thank you, @samliew!
I reviewed your previous post link that you included; however, I’m afraid to say that’s over my head (API, SQL is out of my league).

I did add a filter, but I suspect it’s not going to work correctly because I don’t define when the last run happened. See screenshot.

Sorry to be dense (massively inexperienced). Is there a simple way to only download (include) files that were added since the last run?

Thanks much!

Filter
Filter1096×494 49.7 KB

Jeff

4

You don’t need to use SQL search module - that was the other person’s original trigger. You need to copy the Make module to get the Timestamp for use in your own Search module. By using the Make module as the first operation, we can treat the search module like a watch (for new items) module.

2 Likes
5

@samliew - you’ve been so helpful to me - thank you!!

I set up the Make API at the beginning of the process (first time doing that). Then I have a filter after my DocuSign Search Envelopes module. My filter looks just like your sample you provided, except for the Condition box. I’m not certain what to put in the Condition box. I have options for DocuSign and Make fields.

Any final thoughts on that piece?

Make API
Make API741×715 55.4 KB

Revised filter
Revised filter1459×911 121 KB

Thank you very much
Jeff

6

You may not need a filter since you can already set the “From date” field as the timestamp from the Make module.

See the second screenshot in your first post all the way up.

2 Likes
7

@samliew - you’re right again! My scenario now works as hoped, and I really am grateful for your help!! I learned a bunch through this process, which is great.
Thank you so much.
Jeff

8

No problem, glad I could help!

The Make Community guidelines encourages users to try to mark helpful replies as solutions to help keep the Community organized.

This marks the topic as solved, so that:

  • others can save time when catching up with the latest activity here, and
  • allows others to quickly jump to the solution if they come across the same problem

To do this, simply click the checkbox at the bottom of the post:

screenshot

2 Likes
9