Create Airtable records from newly completed DocuSign envelopes

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

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  Create Zapier account.

  Create Zapier account if you don't have one.

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  Connect DocuSign to Zapier.

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

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  Connect Airtable to Zapier.

  Give Zapier access to your Airtable account, using Airtable 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 DocuSign

  Choose the following trigger: Envelope Status Updated (Triggers when an envelope is sent, completed, voided, or declined. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Zapier will only fetch data and documents for envelope types that have been selected.).

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  Then set up an Action for Airtable

  Choose this action: Create Record (Creates a new record with auto-populating fields.).

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

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  Customize data flow

  Configure the data that is exchanged between DocuSign and Airtable.

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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 Create Airtable records from newly completed DocuSign envelopes!