An automated workflow using integromat
Connects Airtable + Google Drive + DocuSign
Send documents to sign via DocuSign from new records in Airtable
About this workflow template
This automation scenario allows you to connect Airtable, Google Drive, and DocuSign.
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Airtable, Google Drive and DocuSign can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Airtable
Watch Records in Airtable
Returns all newly created or updated records in a view (requires "Created Time" or "Last Modified Time" fields).
Then these actions happen in DocuSign and DocuSign
Download a File in Google Drive
Downloads a file.
Send a Document to Sign in DocuSign
Sends an envelope with a document to be signed.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Send documents to sign via DocuSign from new records in Airtable.
Part I
Configure Applications
First, we need to connect Airtable, Google Drive and DocuSign to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Airtable to Make.com.
Give Make.com access to your Airtable account, using Airtable credentials.
Connect Google Drive to Make.com.
Give Make.com access to your Google Drive account, using Google Drive credentials.
Connect DocuSign to Make.com.
Give Make.com access to your DocuSign account, using DocuSign credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Airtable
Choose the following trigger: Watch Records (Returns all newly created or updated records in a view (requires "Created Time" or "Last Modified Time" fields).).
Then set up an Action for Google Drive
Choose this action: Download a File (Downloads a file.).
Then set up another Action for DocuSign
Choose this action: Send a Document to Sign (Sends an envelope with a document to be signed.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Airtable, Google Drive and DocuSign.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Send documents to sign via DocuSign from new records in Airtable!
Related Automation Templates
Supported triggers and actions
New file in folder (legacy)
Triggers when a new file is created within a specific folder (but not its subfolders). Please note for files moved to a folder, this trigger may not work as expected, use the newer version for that use case.
triggerbyzapierNew file
Triggers when any new file is added (inside of any folder).
triggerbyzapierautomateiopabbly-connectNew file in folder
Triggers when there is a new file in a specific folder
triggerbyautomateiozapierWatch files in a folder
Triggers when a file is created or modified in a selected folder.
triggerbyintegromatUpdated file
Triggers when a file is updated in a specific folder (but not its subfolders).
triggerbyzapierautomateiopabbly-connectNew file in your folder
This trigger fires every time a new file is added to the Google Drive folder you specify. Note: Does not work for Google Docs, Forms, or Sheets files.
triggerbyifttt
Update record
Update the values of specific cells in an Airtable record.
actionbyzapierintegratelypabbly-connectpipedreamalbatoGet record
Get a specific record
actionbypabbly-connectpipedreamDelete record
Delete specific record by ID.
actionbypabbly-connectpipedreamintegratelyzapierCreate single record
Create single record
actionbypipedreamCreate multiple records
Create multiple records
actionbypipedreamList records
List records
actionbypipedream
Apps you need
Airtable
A no-code platform for building collaborative apps using spreadsheet-database hybrid as a data-layer
Airtable is a modern and flexible low-code platform that combines the power of a full database with the ease of use of a spreadsheet. With native mobile and desktop apps, Airtable offers a variety of templates for easy-to-use and customizable workflows, providing powerful features such as file attachments, kanban card stacks, calendars, and reporting. Link related content intelligently, configure the perfect view, and integrate with hundreds of your favorite apps and services.
Google Drive is a versatile cloud-based platform that lets you store your files, photos, videos, and more safely. You can access them from anywhere and share with others, making collaboration a breeze.
DocuSign
Electronic signatures platform, which ensures the security, mobility, reliability, and ease of use
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
