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pdf injection 3 weeks 1 day ago #245323

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...ah and make sure that only one person needs to sign using docusign, as Zapier only supports this at the moment.

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Last edit: Post by TheMuffinMan.

pdf injection 3 weeks 1 day ago #245324

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  • brian198120
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Thank you!!

Also I replied to your email.

B

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pdf injection 2 weeks 4 days ago #245610

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Happy sunday!!

I ended up using BF and the zapier ext, but instead of pushing a PDF, I started working with PDFFiller.

Here is my flow

Client fills out BF Form on website

ZAP 1
Zapier webhook triggers via BF plugin
Data flows to Zapier then is pushed and fills in PDFFiller template

ZAP 2
Zapier looks for newly filled forms
Triggers Signature event with PDFFiller to person that just applied.

Whole process takes about 45sec from submit on website form to signature request in email inbox

I am working to see if the filled PDF at PDFFiller will push to Docusign. When I tried to push it through BF -> Zapier -> Docusign it kept pulling the blank template from docusign. I think docusign prefers an API channel vs automation.

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