A complete SuiteCRM and Docusign integration which allows us to quickly pull data from SuiteCRM modules like Account, Contact, Lead, Prospect, User, Quote and Contract and then send them out for signature directly from SuiteCRM. The signed document's fields are then returned to SuiteCRM and attached to the corresponding SuiteCRM records. The signed documents are returned to SuiteCRM and attached to the document envelope.
#3187 - Can't get templates to sync
Hello
I have created a template in docusign that is not syncing to my CRM instance. Whenever I go to the docusign field mapping section i just says there are not templates. My template only has fields on it which can be mapped to the CRM.
My scheduler is currently running and it is not failing from any errors, when I manually sync it does this with no errors as well.
My instance of suite-crm seems to be connected to docusign properly as I can send out documents from the CRM.
I am new to docusign so feel I may just be missing part of the set up
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4 years ago
Hello,
As you said it works manually and cron are executing correctly. It may some warnings are printed on your instance to fail the ajax to load it correctly. Can you please check in your browser console? or connect us over skype. We can check it quickly. Our skype id is urdhvatech
Thanks & Regards, Team Urdhva Tech.
4 years ago
Hello,
Resolved it through the Skype call. It was the file permission issue. Closing the case.
Thanks & Regards, Team Urdhva Tech.