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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.
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.
Let me know if this helps.
Cheers,
Ipshita
Ipshita Mukherjee
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.
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.
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?
Has anyone been able to figure this ^^ out?
