Generate signature requests in DocuSign when Airtable records are added or updated

First, we need to connect Airtable and DocuSign to Zapier.

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  Create Zapier account.

  Create Zapier account if you don't have one.

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  Connect Airtable to Zapier.

  Give Zapier access to your Airtable account, using Airtable credentials.

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  Connect DocuSign to Zapier.

  Give Zapier access to your DocuSign account, using DocuSign credentials.

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

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  Set up a Trigger action for Airtable

  Choose the following trigger: New or Updated Record (Triggers when a record is created or updated.).

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  Then set up an Action for DocuSign

  Choose this action: Create Signature Request (Creates a signature request.).

Finally, we need to test this automation and publish it.

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  Customize data flow

  Configure the data that is exchanged between Airtable and DocuSign.

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  Test the workflow and turn it on for production use

  Test your scenario and publish to production. Now you have an automatic workflow, that will Generate signature requests in DocuSign when Airtable records are added or updated!