DocuSign Retrieve Custom Field Results from Envelope after Completion

Question

I am hoping to find a way in QuickBase pipelines without using Juiced to retrieve a results after a customer signs an envelope in Docusign. I have different custom fields ranging from checkboxes to radio buttons. Alternatively, is there a way to call this information with Docusign API? Or a webhook? Where I can retrieve the listed custom fields? I tried already doing what was suggested in the channel but nothing comes up under document_fields after I lookup and find the Envelope:

Any assistance or advice would be so beyond appreciated thank you!

andreafisher · Answer

We have a pipeline that creates the envelope and sends based on a template selection in Quick Base. The envelope is linked to the client's job. In turn, as long as it is linked, you can create a pipeline that upon status change in DocuSign, it will find the linked job and update a blank field called status.

Is this what you're looking for?

samjones_c10 · Answer

AndreaFisherDid you manage to find a way to make this work with multiple signers? I'm finding it only triggers when the Envelope is first sent for signing and then again when the last person signs.

Forum Discussion

DocuSign Retrieve Custom Field Results from Envelope after Completion