Is the Docusign Integration Bidirectional?

Mary_A

Can anyone tell me if the Docusign Integration is Bidrectional or not?

Use Case

Present users with a Docusign form which ask them to read a waiver and enter three pieces of information:

• Name
• Email
• Event identifier

And then sign the form. We want the data from the three fields to populate a Smartsheet grid and then attach the signed form to the corresponding row.

This is the docusign feature we are looking at leveraging: https://www.docusign.com/features-and-benefits/features/powerforms

Andrée Starå

Hi Mary,

 Unfortunately, it's not bidirectional. It goes from Smartsheet to DocuSign only, but it's an excellent idea!

Please submit an Enhancement Request when you have a moment to have your vote added

As a possible workaround, you could use the integration and initiate it from Smartsheet and then use a third-party integration like Zapier to collect the additional data. (Untested) Is that an option?

Would that work?

I hope that helps!

Have a fantastic weekend!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

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Mary_A

Andree,

Thanks for the response. That is a possibility but doesn't sound really robust to maintain. I suppose I could set up some zaps to test it. Thank you for the suggestion.

BTW, the way, I would love it if I could vote for enhancements already logged with Smartsheet, the ability to vote up existing enhancements would save me a lot of time. I have submitted the suggestion to allow voting as an enhancement request.😀Implementing such an enhancement would be a great way for the Smartsheet team to tell its community that it values our time, wouldn't it?

Mary

Andrée Starå

Excellent!

Happy to help!

Yes, I agree that the voting on already logged enhancement would be an excellent feature.

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Aaron McNeil

I was just curious if it was still the case that docusign->smartsheet integration was not bi-directional (i.e. data could not be pulled from a completed docusign form into the smartsheet row). Thank you for your help! I know a potential workaround would be to have a separate smartsheet form for recipients to fill out, and that data could be mapped onto a docusign template, but was looking for something that was integrated in one step.

Andrée Starå

Hi @Aaron McNeil

I hope you're well and safe!

Unfortunately, Yes, in general, it's one-way at the moment, but it's an excellent idea!

Please submit an Enhancement Request when you have a moment

There might be a possible solution/workaround.

Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@workbold.com)

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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arianalilly108701

Did you ever integrate Docusign Powerforms? I am currently trying to set this up but am confused on how to integrate the powerforms part.