Preventing Duplicate DocuSign Documents on Google Drive: A Comprehensive Guide for Make.com Users

Hey there, Make.com users! Today, we're going to tackle a common problem that some of you might have encountered: preventing duplicate signed DocuSign documents from being uploaded to Google Drive at regular intervals. Don't worry, we've got a simple solution for you, and we'll walk you through it step by step.

The Problem

Let's say you've set up a scenario to download signed DocuSign documents to Google Drive every 15 minutes. But instead of only downloading new or unique documents, the scenario downloads all signed DocuSign documents every 15 minutes, creating duplicates. You might have tried to add a filter to prevent duplicates, but without defining when the last run happened, it's not going to work correctly.

The Solution

The key to solving this problem is to compare the date of the last scenario run to the date of the searched (latest) signed documents. Here's how you can do it:

  1. First, you need to use the Make module to get the Timestamp for use in your own Search module. This will allow you to treat the search module like a watch (for new items) module.
  2. Next, set the "From date" field as the timestamp from the Make module. This will ensure that only documents signed after the last scenario run will be downloaded.
  3. Finally, you can remove the filter since the "From date" field already prevents duplicates.

Troubleshooting Tips

If you're still encountering issues, here are a few things you can check:

  • Make sure you've correctly set up the Make module at the beginning of the process.
  • Ensure that the "From date" field is set as the timestamp from the Make module.
  • Remember, you don't need a filter since the "From date" field already prevents duplicates.

Conclusion

And there you have it! With these steps, you should be able to prevent duplicate signed DocuSign documents from being uploaded to Google Drive. Remember, the key is to compare the date of the last scenario run to the date of the searched (latest) signed documents. If you have any other questions or run into any issues, don't hesitate to ask. Happy Making!

You do have further questions?

Ask your question via E-Mail: Richard@make-app.de
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