Forum Discussion

Qrew Cadet

5 months ago

DocuSign Retrieve Custom Field Results from Envelope after Completion

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 ...

Pipelines

AndreaFisher

Qrew Member

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

Qrew Member

4 months ago

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.