An automated workflow using ifttt
Connects DocuSign + Gmail
Send emails from Gmail when new DocuSign envelopes are completed
About this workflow template
This automation scenario allows you to connect DocuSign and Gmail
It can be build using Ifttt, a no-code workflow automation tool. Ifttt allows you to create automated bots 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.
Categories
DocuSign and Gmail can also be integrated using automation tools other than ifttt:
How it works?
When this trigger fires in DocuSign
Envelope completed in DocuSign
This trigger fires when an envelope is completed.
Then this action happens in Gmail
Send an email in Gmail
This Action will send an email to up to twenty recipients from your Gmail account.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Send emails from Gmail when new DocuSign envelopes are completed.
Part I
Configure Applications
First, we need to connect DocuSign and Gmail to IFTTT.
Create IFTTT account.
Create IFTTT account if you don't have one.
Connect DocuSign to IFTTT.
Give IFTTT access to your DocuSign account, using DocuSign credentials.
Connect Gmail to IFTTT.
Give IFTTT access to your Gmail account, using Gmail credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of IFTTT.
Set up a Trigger action for DocuSign
Choose the following trigger: Envelope completed (This trigger fires when an envelope is completed.).
Then set up an Action for Gmail
Choose this action: Send an email (This Action will send an email to up to twenty recipients from your Gmail account.).
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 DocuSign and Gmail.
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 emails from Gmail when new DocuSign envelopes are completed!
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Create signature request
Creates a signature request.
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Sends an envelope signature request using a document.
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This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
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Downloads a document from a specified envelope.
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Sends an envelope with a document to be signed.
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Apps you need
DocuSign
Electronic signatures platform, which ensures the security, mobility, reliability, and ease of use
IFTTT helps to create applications connections with a simple statement: if this then that. For example: "Tweet your Instagrams as native photos on Twitter". You define a task by a trigger and an action.
