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I am passing a json file from salesmate into Zapier, and from Zapier I am passing those variables into docusign to auto populate a contract. some of the fileds like "company" and "email" are assigned correctly. however, I am unable to make custom assignments to specific fields. Does anyone have any experience or suggestions linking zapier to docusign or hellosign or any contract software?

{
    "title": "{{Task.title}}",
    "qty_of_units": "{{Task.textCustomField1}}",
    "term_of_rental": "{{Task.textCustomField2}}",
    "total_no_of_rental_payments": "{{Task.textCustomField3}}",
    "amount_of_each_payment": "{{Task.textCustomField4}}",
    "primaryContact": "{{Contact.name}}",
    "primaryCompany": "{{Company.name}}",
    "email": "{{Contact.email}}"
}
Trolley_Theif
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1 Answers1

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This is Hazem from HelloSign API support and would happy to help with your ask.

When sending a signature request with HelloSign via Zapier, you will be using a template that holds custom fields assigned to the sender/signer. These fields can be pre-filled with data when sending the request. In this case you can use a JSON file to pass that data into the fields.

You can read more about this use-case below:

Using-Editable-Merge-Fields-aka-Custom-Fields

Merge-fields-for-templates

Zapier-Sending-a-signature-request-from-a-template

I hope this help clear things up for you! Please let us know if you have any other questions or concerns. 

hhamed
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