Mar 04, 2020 07:50 PM
Hi Guys,
I want to send a document (attachment field in Airtable) for digital signing and then have the returned document saved in Airtable also. Effectively the unsigned document will be loaded into Airtable via a form and once certain conditions are met it will be sent to another recipient for digital signing.
Is this possible through integromat or zapier? I don’t have a preference on signing platforms as of yet - just whatever will work really.
Thanks in advance,
Theo
Jan 26, 2021 09:03 PM
This is a 5m (detailed) video about connecting Airtable + Zapier + eSignatures.io
Link to video:
https://esignatures.io/docs/airtable_guide
Aug 26, 2024 09:52 AM
Hi there! Yes, you can definitely do this using the listed connectors. There's a article How to set up DocuSign Airtable integration that provides an example scenario using Make (formerly Integromat) to attach documents generated from Airtable records with the help of Plumsail Documents. I hope the link will be useful to everyone who is looking the same information!