Automating the process of uploading signed documents from Docusign to Google Drive can be achieved by setting up two new scenarios in Make. Here’s a step-by-step guide:
Scenario 1: Capture and Store Data Using a Webhook
This scenario captures incoming webhook data from Docupoilot and stores it in a datastore for further processing.
Steps:
A. Custom Webhook Module:
Create a Custom webhook module in Make to listen for incoming webhook requests from Docupilot and capture Docusign’s Envelope ID and Status.
B. Configure Docupilot Success Callback URL:
In Docupilot, go to Docusign Delivery > Advanced Settings and configure a Success Callback URL. Enter your Make Webhook URL here.
C. Data store Module:
In Make, create a Data store module and add the fields Envelope ID and Status. Then, map these fields to “envelopeId” and “status” from the webhook data.
To create a Data store in Make, follow these simple steps:
Step 1: Access Data Store:
Navigate to the “Data store” section in Make. This is where you can manage and create new data stores. Select the “Add/replace a record” action to input data into your newly created data store.
Step 2: Create a New Data Store:
Click the Add button to create a new Data store.
Step 3: Naming your Data Store:
Provide a name for your data store, such as Tracking Envelope Status.
Step 4: Defining Data structure:
After naming, click the “Add” button under Data Structure, and you will be prompted to name and define your data structure under Specification.
Step 5: Defining Fields:
Click on “Add Item” under Specification to add a field for “Envelope ID”. Set the type to “Text”, Required to “Yes”, and Multi-line to “No”. Repeat the process by clicking “Add Item” again to add another field for “Status”, setting the type to “Text”, Required to “Yes”, and Multi-line to “No”. Click “Save” to finalize the setup.
Step 6: Save the Data Store:
Once you’ve defined the fields, save your data store. It will now be available for use in your scenarios.
Step 7: Mapping the Values:
To map the values, select the Envelope ID and Status fields from the webhook module. You can leave the key field blank, as their values will be auto-generated. Once all the values are mapped, click Save.
Scenario 2: Retrieve and Upload Signed Documents to Google Drive
This scenario automates the retrieval of signed documents from DocuSign and uploads them to Google Drive.
Steps:
A. Search Record:
At regular intervals, search the Data Store for records where the “Envelope ID” exists, and the “Status” is not equal to “completed.”
B. Get Envelope Status:
Retrieve the status of the envelope from DocuSign using the “Envelope ID.”
C. API Call:
Make an API call to DocuSign to fetch additional envelope details for completed envelopes. Please ensure to configure the URL as /v2.1/accounts/{Your API Account ID}{Documents Uri}
Once URL is defined, select the Method as “Get”, Key as “Content-Type”, Value as “application/json” and click on “Save”.
D. Filter Completed Status:
Click on the settings icon present under the link between “Get Envelope Status” module and “Make an API Call” module to set up a filter to process only records where the status is marked as “completed.”
E. Download Document:
Add “Download a Document” module to download the signed document from DocuSign using the envelope and document IDs.
F. Upload to Google Drive:
Add “Upload a File” module to upload the downloaded document to a specific folder in Google Drive
By following these steps, you can seamlessly automate the process of retrieving signed documents from DocuSign and storing them in Google Drive, ensuring a smooth and efficient workflow.
Feel free to reach out for any questions or clarifications!