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.
Categories
DocuSign and Google Sheets can also be integrated using automation tools other than ifttt:
When this trigger fires in DocuSign
This trigger fires when an envelope is completed.
Then this action happens 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.
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
First, we need to connect DocuSign and Google Sheets 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 Google Sheets to IFTTT.
Give IFTTT access to your Google Sheets account, using Google Sheets credentials.
Part II
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
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
Finally, we need to test this automation and publish it.
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 your scenario and publish to production. Now you have an automatic workflow, that will Add Google Sheets rows for new completed DocuSign envelopes!
Triggers when a new row is added to the bottom of a spreadsheet.
Triggered when a new row is added or modified in a spreadsheet.
Triggers when a new row is added.
Triggers when a new row is added to the bottom of a Google Team Drive spreadsheet.
Triggered when a new row is added or modified in a spreadsheet - works best with Team Drives.
Triggers when a new spreadsheet is created.
Creates a signature request.
Sends an envelope signature request using a document.
Sends a envelope signature request using a template.
This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
Downloads a document from a specified envelope.
Sends an envelope with a document to be signed.
Electronic signatures platform, which ensures the security, mobility, reliability, and ease of use
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 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.