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Re: Documents from Airtable for Digital Signing

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Theo_Field
6 - Interface Innovator
6 - Interface Innovator

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

21 Replies 21
Tim_H
4 - Data Explorer
4 - Data Explorer

This is a 5m (detailed) video about connecting Airtable + Zapier + eSignatures.io

Link to video:
https://esignatures.io/docs/airtable_guide

Sergei_Kai
4 - Data Explorer
4 - Data Explorer

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!