DocuSign
Google Sheets
ifttt

An automated workflow using ifttt

Connects DocuSign + Google Sheets

Add Google Sheets rows for new completed DocuSign envelopes

About this workflow template

This automation scenario allows you to connect DocuSign and Google Sheets

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.

DocuSign and Google Sheets can also be integrated using automation tools other than ifttt:

How it works?

When this trigger fires in DocuSign

DocuSign

Envelope completed in DocuSign

This trigger fires when an envelope is completed.

Then this action happens in Google Sheets

Google Sheets

Add row to spreadsheet in Google Sheets

This action will add a single row to the bottom of the first worksheet of a spreadsheet you specify. Note: a new spreadsheet is created after 2000 rows.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Add Google Sheets rows for new completed DocuSign envelopes.

Part I

Configure Applications

First, we need to connect DocuSign and Google Sheets to IFTTT.

  • Create IFTTT account.

    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 Google Sheets to IFTTT.

    Connect Google Sheets to IFTTT.

    Give IFTTT access to your Google Sheets account, using Google Sheets 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 Google Sheets

    Then set up an Action for Google Sheets

    Choose this action: Add row to spreadsheet (This action will add a single row to the bottom of the first worksheet of a spreadsheet you specify. Note: a new spreadsheet is created after 2000 rows.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between DocuSign and Google Sheets.

  • Test the workflow and turn it on for production use

    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 Add Google Sheets rows for new completed DocuSign envelopes!

Supported triggers and actions

  • Google Sheets

    New spreadsheet row

    Triggers when a new row is added to the bottom of a spreadsheet.

    zapier
    triggerbyzapier
  • Google Sheets

    New or updated spreadsheet row

    Triggered when a new row is added or modified in a spreadsheet.

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • Google Sheets

    Watch new rows

    Triggers when a new row is added.

    integromat
    triggerbyintegromat
  • Google Sheets

    New spreadsheet row (team drive)

    Triggers when a new row is added to the bottom of a Google Team Drive spreadsheet.

    zapier
    triggerbyzapier
  • Google Sheets

    New or updated spreadsheet row (team drive)

    Triggered when a new row is added or modified in a spreadsheet - works best with Team Drives.

    zapier
    triggerbyzapier
  • Google Sheets

    New spreadsheet

    Triggers when a new spreadsheet is created.

    zapierautomateio
    triggerbyzapierautomateio
  • DocuSign

    Create signature request

    Creates a signature request.

    zapierpabbly-connectpipedreamifttt
    actionbyzapierpabbly-connectpipedreamifttt
  • DocuSign

    Send envelope using document

    Sends an envelope signature request using a document.

    zapier
    actionbyzapier
  • DocuSign

    Send envelope using template

    Sends a envelope signature request using a template.

    zapier
    actionbyzapier
  • DocuSign

    Api request (beta)

    This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

    zapier
    actionbyzapier
  • DocuSign

    Download a document

    Downloads a document from a specified envelope.

    integromat
    actionbyintegromat
  • DocuSign

    Send a document to sign

    Sends an envelope with a document to be signed.

    integromat
    actionbyintegromat

Apps you need

Google Sheets

Google Sheets

Spreadsheets

Online spreadsheets for personal use and collaboration, part of Google Drive

Google Sheets is a powerful and flexible web and mobile spreadsheet application that lets you collaborate and share your data with others. Create and edit spreadsheets on-the-go, all in real-time.

IFTTT

IFTTT

Automation Platforms

An automation service with a simple formula - IF This Then That

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.