Information flow between Docusign to Anaplan

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hamzamahmood1993
hamzamahmood1993 Member, ALL USERS, Partner, Certified Model Builder Posts: 5 Occasional Contributor
in Extensibility

Hi,

I see that within the Docusign integration that information can flow from Anaplan to Docusign but is there a way to send entered information (inputs) back to Anaplan as well?

 

Information such as Name, email, and signature status is capturable but I am unsure about other numerical data that is input.

 

Help will be appreciated!

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  • hamzamahmood1993
    hamzamahmood1993 Member, ALL USERS, Partner, Certified Model Builder Posts: 5 Occasional Contributor

    Hey Nathan, 

    Yes, there is definitely fundamental data such as ACTION and SIGN DATE that gets sent back to Anaplan but its very basic. It would be awesome to see if more data could be returned back. This would help assist in first point-of-entry of data into Anaplan which can be further used in business logic.

     

     

  • hamzamahmood1993
    hamzamahmood1993 Member, ALL USERS, Partner, Certified Model Builder Posts: 5 Occasional Contributor
    Thanks Misbah, i will be sure to contact data integration. There were alot of limitations that I discovered wrt the project. The integration lacks the flexibility that I hoped for though.

    Appreciate your two cents on the issue!

    Hamza
  • sgargava
    sgargava Member, ALL USERS, Partner, Certified Model Builder Posts: 2 New Contributor

    Hi,

    Yes, Anaplan and DocuSign have a 2-way platform interaction. However, DocuSign sends back tracking related information to Anaplan via the Anaplan-DocuSign connector which includes fields like -  Envelope Name (created in your DocuSign connector), Sent Date, Action (Action such as 'Sign', 'View' expected from recipient), Action Completed Date, Envelope Status (NEW, IN-PROGRESS, COMPLETED, DECLINED), Sent Document pdf (contains a URL to open the pdf copy of the signed document)   

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