Smartsheet & DocuSign Integration

Mike B

Is there a way to add DocuSign (pdf) to the automation page as an action to automatically send the pdf in a workflow?

Andrée Starå

Hi @Mike B

I hope you're well and safe!

Unfortunately, it's not possible to continue with another Action after the Document Creation, but it's an excellent idea!

Please submit this as a Product Feedback or Idea (If it hasn't been added already) when you have a moment.

• You'd have to add another Workflow to continue the process.

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Genevieve P.

Hi @Mike B

It's not currently possible to automatically generate documents via Document Builder (PDFs or Docusign documents). Please provide your feedback to the Product team around your specific use-case by filling in this form, here!

Thanks,

Genevieve

Mike B

I am able to actually generate the pdf (DocuSign); however, within the workflow, I am not able to add additional actions beyond the "Generate document" action. I'm am not given the option to extend the work flow.

workflow example.pdf

Andrée Starå

Hi @Mike B

I hope you're well and safe!

Unfortunately, it's not possible to continue with another Action after the Document Creation, but it's an excellent idea!

Please submit this as a Product Feedback or Idea (If it hasn't been added already) when you have a moment.

• You'd have to add another Workflow to continue the process.

I hope that helps!

Be safe and have a fantastic week!

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, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

Tobias Krause

Hi,

so now we do have that automation available to generate documents and optionally also send them via docusign to get signatures and automatically attach the signed pdf to the row.

Unfortunately I can manually run my Document Builder mapping that automatically sends an envelope via docusign and get the signed pdf attached to the row in my sheet, but the automation does not work. I tested the trigger, which works, but the Document Builder automation is not running with the new automation.

Any ideas why?

Is there a problem if my account was used to set up the docusign process but I am not the owner of the sheet that should run the automation perhaps?

Thanks, Tobias