Is the Docusign Integration Bidirectional?
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
- 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
Answers
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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
✅Did my post help answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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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
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Excellent!
Happy to help!
Yes, I agree that the voting on already logged enhancement would be an excellent feature.
✅Remember! Did my post help answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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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.
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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
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Did you ever integrate Docusign Powerforms? I am currently trying to set this up but am confused on how to integrate the powerforms part.
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