How to send a DocuSign envelope when a new record is added in Airtable

Every playbook starts with a trigger. The trigger detects changes in your connected apps and runs your playbook in response.

Click "Add trigger" and select "New record added" under Airtable. Then, select the table. This will allow your playbook to automatically detect the new record added in Airtable and initiate necessary actions.

If this is your first time using an Airtable integration in Relay.app, a prompt will guide you through the connection process.

Integrate the DocuSign automation into your playbook to ensure the prompt send of the specific envelope whenever a new record is added in Airtable.

Click the "Add step" button, then locate the "Send envelope from template" automation for DocuSign and input the mandatory and relevant details.

If your DocuSign account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your DocuSign account.

Activating your playbook is the final step to automate the sending of specific envelopes in DocuSign. Once turned on, it will respond to a new record added in Airtable by sending the specific envelope in DocuSign without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.