Best way to integrate DocuSign with Airtable Automations?

​@shlomy 

The easiest way to handle this is to use Make’s DocuSign integrations in conjunction with Make’s Airtable integrations.

I would NOT recommend using Zapier to handle this. Compared to Make, Zapier is totally overpriced and completely underpowered. I wrote a whole post her comparing Make vs. Zapier.

(By the way, DocuSign is relatively expensive & complex to automate. If you have the flexibility to switch to a simpler & cheaper eSignature platform, Make will give you the opportunity to use those other platforms as well.)

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 many different ways that you can instantly trigger a Make automation from Airtable.

You can even instantly trigger a Make automation by having a button or URL link trigger a custom webhook (with optional webhook response).

I give live demonstrations of how to use Make in many of my Airtable podcast appearances. For example, in this video, I show how to work with Airtable arrays in Make.

And in this video, I show how to use custom webhooks.

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

It’s going to be easiest to use a third party tool like Make / Zapier / n8n with DocuSign, really.  Setup time would be pretty quick, like under an hour.  You’d have two automations:

1. Triggered from Airtable, send out the DocuSign, write the DocuSign ID back into the Airtable record
2. Triggered from DocuSign, looks for the Airtable record via the DocuSign ID and updates it with the Status.  Should be able to grab the PDF too

Depending on how many docs you're doing you could do the whole thing with Make’s free tier I think?

Happy to jump on a quick free call to set it up together if you’d like, and you can schedule a time here!

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If you’re comfortable with coding, you could also just use the DocuSign API, and you’d have two automations, one to hit the API for the initial send and a webhook listener to receive the ping from DocuSign when stuff gets signed which will then update the record

Off the top of my head, tricky bits would be:

1. Auth: They issue you a new refresh token every time, so you’d have to create a new table to store that
2. Grabbing the PDF: We’d have to do another API call to Airtable’s uploadAttachment endpoint to upload it there

Pros of this would be it’d definitely be free, the cons would be the set up time + possible maintenance in the future.  I probably wouldn’t recommend this unless you have a dev on staff, really