Skip to content

DocuSign Data Mapping

Data Mapping and Transformation is one of the powerful features of Connect iPaaS. When you create a workflow, certain attributes of your trigger application are available to the action application for data mapping and transformation. These attributes can be mapped to the specific attributes of the action application. This powerful capability not only allows field mapping but it also allows complex transformation using Excel style functions to apply hundreds of formulas and operations. The choice of Excel style function makes data mapping on Connect iPaaS a breeze for business users who are already well versed with Microsoft Excel formulas.

Example Scenario with DocuSign Trigger

In the example workflow, shown below, DocuSign is the trigger application. You can access the following attributes of DocuSign event in any of the application actions while designing your workflow.

  • Status - Status of the document
  • Documents_Uri - Unique Resource Identifier (Uri) of the document
  • Recipients_Uri - Uri of the recipients
  • Attachments_Uri - Uri of the Attach document
  • Envelope_Uri - Uri of the envelope
  • Email Subject - Subject of the email in which document sent
  • Email Message - Message of the email in which document sent
  • Envelope Id - Unique value of the envelope
  • Created DateTime - Template created time
  • LastModified DateTime - Template last Modified time
  • Sent DateTime - Template sent tome
  • StatusChanged DateTime - Envelope status update time
  • Templates_Uri - Uri of the template
  • Expire Enabled - Expiry is save of the template, it is Boolean (true/false) value
  • SignatureProvider Envelope - Provider of the signature to the envelope
  • UserName - Name of the user
  • UserId - Unique ID of the user
  • Email - Email ID of the user

Data Mapping on DocuSign application

Figure 1. Data Mapping on DocuSign Application

As shown in Figure 1 above, we are mapping parameters from DocuSign trigger when the envelope is completed to an action in Microsoft Dynamics 365 of creating a new record. In this example, Last Name of the contact is constructed using the UserName attribute from DocuSign and Email is constructed by Email address stored in DocuSign. You can also use Excel style functions in the mapping fields to perform logic based data mapping and transformation.