DocuSign
Google Drive
zapier

An automated workflow using zapier

Connects DocuSign + Google Drive

Upload newly-signed DocuSign envelopes to Google Drive

About this workflow template

This automation scenario allows you to connect DocuSign and Google Drive

It can be build using Zapier, a no-code workflow automation tool. Zapier 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 Drive can also be integrated using automation tools other than zapier:

Diagram

Upload newly-signed DocuSign envelopes to Google Drive
Workflow diagram: DocuSign + Google Drive integration

How it works?

When this trigger fires in DocuSign

DocuSign

Envelope Status Updated in DocuSign

Triggers when an envelope is sent, completed, voided, or declined. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Zapier will only fetch data and documents for envelope types that have been selected.

Then this action happens in Google Drive

Google Drive

Upload File in Google Drive

Copies an existing file from another service to Google Drive.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Upload newly-signed DocuSign envelopes to Google Drive.

Part I

Configure Applications

First, we need to connect DocuSign and Google Drive to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect DocuSign to Zapier.

    Connect DocuSign to Zapier.

    Give Zapier access to your DocuSign account, using DocuSign credentials.

  • Connect Google Drive to Zapier.

    Connect Google Drive to Zapier.

    Give Zapier access to your Google Drive account, using Google Drive credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

  • Set up a Trigger action for DocuSign

    Set up a Trigger action for DocuSign

    Choose the following trigger: Envelope Status Updated (Triggers when an envelope is sent, completed, voided, or declined. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Zapier will only fetch data and documents for envelope types that have been selected.).

  • Then set up an Action for Google Drive

    Then set up an Action for Google Drive

    Choose this action: Upload File (Copies an existing file from another service to Google Drive.).

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 Drive.

  • 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 Upload newly-signed DocuSign envelopes to Google Drive!

Supported triggers and actions

  • Google Drive

    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.

    zapier
    triggerbyzapier
  • Google Drive

    New file

    Triggers when any new file is added (inside of any folder).

    zapierautomateiopabbly-connect
    triggerbyzapierautomateiopabbly-connect
  • Google Drive

    New file in folder

    Triggers when there is a new file in a specific folder

    automateiozapier
    triggerbyautomateiozapier
  • Google Drive

    Watch files in a folder

    Triggers when a file is created or modified in a selected folder.

    integromat
    triggerbyintegromat
  • Google Drive

    Updated file

    Triggers when a file is updated in a specific folder (but not its subfolders).

    zapierautomateiopabbly-connect
    triggerbyzapierautomateiopabbly-connect
  • Google Drive

    New 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.

    ifttt
    triggerbyifttt
  • 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 Drive

Google Drive

Cloud Storage

A comprehensive cloud storage solution

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.

Zapier

Zapier

Automation Platforms

No-code automation service

Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.