Hello,
I’m trying to use for the firs time a Airtable table inside a Docusign Maestro.
At the Airtable workspace I created a table called Clients. Now, using a Docusign Maestro step called “Read from Airtable” I would like to select that table then read the records.
A picture where I’m trying to config the step:
How to do that?
Thank you,
Alexandre
I’m so sorry that I don’t know the direct answer to your question, so hopefully someone else will be able to help you below.
However, I just wanted to chime in to say that I do all of my Airtable and DocuSign integrations by using Make’s DocuSign integrations along with Make’s Airtable integrations.
I’ve also used Make to automate e-signatures with apps that are even easier to automate than DocuSign, such as eSignatures and SignNow.
If you’ve never used Make before, I’ve assembled a bunch of Make training resources in this thread. For example, here is one of the ways that you could instantly trigger a Make automation from Airtable.
Hope this helps!
If you’d like to hire the best Airtable consultant to help you with anything Airtable-related, please feel free to contact me through my website: Airtable consultant — ScottWorld
Hm, what happens after you select ‘Record’? From your screenshot, it looks like the next steps would be it asking you what fields you want followed by selecting the specific record in the table you want to pull from. Does it not display the fields you want or something?
Where are you getting stuck? More context would be helpful.
Taha, Views And Bases
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