Information flow between Docusign to Anaplan

hamzamahmood1993

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!

Accepted answers

All comments

Misbah

@hamzamahmood1993

TBH, don't have hands on experience working with Anaplan - Docusign Integration but there is enough material on the Anapedia which can help you on this.

https://help.anaplan.com/anapedia/Content/Data_Integrations/DocuSignforAnaplan.htm

Personally I don't think you can send any data back to Anaplan from Docusign but let's just get it confirmed. Tagging one of my favorite from Anaplan @rob_marshall can you please help this gentleman @hamzamahmood1993

Also, I think there is an email ID dataintegrations@anaplan.com which handle specific queries on Anaplan Integration

nathan_rudman

I think there is, but I don't remember very well. At least we get back the status: signed or not signed.

You can easily test it for yourself, create a docusign free account and you can set it up. Under an hour you can have it.

rob_marshall

@Misbah

I wish I knew more about the DocuSign integration, but sadly I do not.

Rob

hamzamahmood1993

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

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

Nivetha

Hi hamzamahmood1993,

It is true that Information can flow from Anaplan to Docusign, but the vice-versa is also possible. Kindly refer to the following steps:

Configure DocuSign:

Create a Docusign Template.
Configure Recipients.
Add DocuSign Tags.

Refer to the following link for detailed explanation:

https://help.anaplan.com/anapedia/Content/Data_Integrations/DocuSign_Add-on/SetUpConfigDSN.htm

Docusign supported Datatype:

The DocuSign integration supports all Anaplan data types with the exception of the List data type. Ensure that the List formatted Line Items are not present in the Anaplan view used for the DocuSign integration.

sgargava

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)

Quick Links

Can you help?

Unanswered questions

Request for Workflow Design: End-User Report Finalization & Stakeholder Notification with Version Co
Hi everyone, I'm looking to design a workflow and would appreciate your input or guidance on how to set this up effectively in Anaplan. So, the goal is: Once end users complete their data input, they should be able to trigger a process that: Notifies stakeholders via email with a link to a report. The report includes: A…
OAUTH 2.0 vs Google Sheets Extension
Hi, My org is looking to explore leveraging Google Apps script to extract data out of Anaplan and update already built templates in Google Sheets. We use the Anaplan Extension currently but find it crashes often with the amount of tabs, data, etc. Has anyone used both Anaplan OAUTH 2.0 API and Goolge Apps Script to write…
Exports with anaplan using informatica connector
I'm trying to execute an Action to export data with the use of a Mapping in Informatica. But it gives us null rows .If we export directly from Anaplan , the export file has all the rows filled. Both exports have same number of rows but in the informatica export the values appear as blank. This issue is with only some…