Hi.
I’m doing custom integrations via make.com. And I came across this situation - I need to transfer data (name, link…) from app Docusign to another app.
The question is, can I use modules in make.com to get data from card Docusign, which is specified in Deal?
And if I have other integrations, can I get data from them?
Hi @Garrettt ,
Yeah, you can definitely do this with make.com since it’s an iPaaS solution that connects both HubSpot and DocuSign. The tricky part will be making sure you correctly pass the deal ID and the DocuSign document ID in your Make scenario.
Once you’ve got that set up, you should be able to easily transfer the data (like the name, link, etc.) from the DocuSign card in the HubSpot deal into Make. From there, you can transform or remodel the data and send it to whatever app you’re working with.
It might be a bit of trial and error at first, so I’d recommend starting with a simple MVP (Minimum Viable Product) setup, test it, and then scale up once you know it’s working.
Good luck, and let me know how it goes!