How to Integrate Airtable with Docusign
It is very easy to integrate Airtable with Docusign via Zapier. Here’s a short guide on how to do it:
- On the left-side panel, click 'Create'.
- Select 'Zaps' from the list of available options.
- Tap 'Trigger' to start the integration process.
- Search for 'Airtable' afterwards and select it as the Trigger App.
- Choose your preferred 'Trigger Event' from the available options.
- Tap 'Sign In' and log into your Airtable account.
- Following that, choose the Airtable workspace you desire to use and then click 'Grant Access'.
- Provide all the necessary information to set up the Trigger.
- Once done, tap 'Test' to check and enable the Trigger.
- Click 'Action' afterwards.
- Search for 'Docusign' and select it as the Action App.
- Click on the drop-down menu and choose your preferred 'Action Event'.
- Click 'Sign In' afterwards and log into your Docusign account.
- Subsequently, click 'Yes, Continue to Docusign' to proceed.
- Fill out the input fields with the required information.
- Finally, tap 'Test' to authorize and publish the integration.
- After completing these steps, your Airtable account will be integrated instantly with Docusign.