DocuSign Powerform Integration

arianalilly108701

I have seen in several places that Smartsheet integrates with DocuSign Powerforms. Does anyone know how to set this up? I have been able to send information using the standard DocuSign integration but am getting lost using the Powerform URL and understanding how to tie it back to Smartsheet.

Ipshita

Hi @arianalilly108701 I haven't found an exact answer to your question but a helpful link that might assist you in what you are trying to achiever.

https://www.smartsheet.com/content-center/product-news/product-releases/streamline-document-workflows-right-smartsheet-new-docusign-integration

Let me know if this helps.

Cheers,

Ipshita

arianalilly108701

Thanks for taking a look but unfortunately that only lists what I currently have setup/am doing. Powerforms you are able to create a URL link within Docusign and then an individuals clicks on the link and is able to fill out the form without assigning them to individuals.

MoMrCrane

I'm interested in having a Docusign Powerform being filled out by a user and the fields that are filled out automatically imported back into columns on a smartsheet. I've seen this video https://www.youtube.com/watch?v=3gBEefvazbk&t=1444s but that seems like so many steps. Someone has to fill out a smartsheet form, then you have to go into the smartsheet and generate a document to sign. It would be much easier if there was a powerform out on the internet and when it's filled out and signed, the info from the fields filled out on the powerform by the user just go directly into a new row in a smartsheet. I'm not sure if this is exactly what OP was asking for, but this is what we are looking for.

LGraf

Looks like I'm in the same boat as several folks here: I have a PowerForm setup and need to push that data to Smartsheet automatically through the integration. Can it be done?

@arianalilly108701 @MoMrCrane

CaileyP8065

Has anyone been able to figure this ^^ out?