Is docusign to smartsheet integration still one-way?

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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