Automate DocuSign updates with D7 SMS in Make notify customers, alert teams, and log everything
Turn DocuSign events into instant, trackable communications. With Make, D7 SMS, Slack, and Google Sheets work together to personalize messages, alert your team, and create a reliable audit trail without manual effort. Scale communications while keeping data consistent and timely.
Core Features
- Delivery reports: Get real-time delivery receipts from D7 SMS (DLR) to confirm sends, track status changes, and surface message IDs for auditing.
- Personalization: Merge DocuSign fields (name, envelope status, document title, deadlines) into SMS templates. Support for Unicode, long messages, and region-appropriate sender IDs where available.
- API flexibility: Use D7’s REST API with API key authentication, webhooks for delivery updates, configurable rate limits, and fallback logic adaptable to complex workflows and high volumes.
Automation Flow
1) Trigger: DocuSign – New Event Triggered
- Example events: envelope sent, completed, declined, voided.
- Make receives event payload (envelope ID, recipients, status, timestamps).
2) Action: D7 SMS – Send automated sms message
- Map recipient phone and DocuSign fields into a template.
- Include envelope ID and status for traceability.
- Capture the D7 Message ID and initial send status.
3) Action: Slack – Notify team
- Post a concise update to a channel with envelope status, recipient, and a link to the DocuSign envelope.
- Surface the D7 Message ID for quick cross-reference.
4) Action: Google Sheets – Log entry
- Append a row with timestamp, envelope ID, recipient, SMS content snippet, D7 Message ID, and delivery state.
5) Optional: Delivery report updates
- Use D7 delivery callbacks (webhooks) to update the Google Sheet row when final delivery status is received, and optionally post a follow-up Slack reaction or thread reply.
Who It’s For
- Developers: Fast, reliable REST integration, clear IDs for tracing, webhooks for delivery outcomes, and easy scaling inside Make.
- Marketers: Personalized, on-brand SMS notifications triggered by real customer milestones, without manual sends.
- Operations teams: Immediate status visibility in Slack and a single source of truth in Sheets for monitoring and compliance.
