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.
Categories
DocuSign and Google Drive can also be integrated using automation tools other than zapier:
When this trigger fires 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
Copies an existing file from another service to Google Drive.
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
First, we need to connect DocuSign and Google Drive to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect DocuSign to Zapier.
Give Zapier access to your DocuSign account, using DocuSign credentials.
Connect Google Drive to Zapier.
Give Zapier access to your Google Drive account, using Google Drive credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
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
Choose this action: Upload File (Copies an existing file from another service to Google Drive.).
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 Drive.
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!
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.
Triggers when any new file is added (inside of any folder).
Triggers when there is a new file in a specific folder
Triggers when a file is created or modified in a selected folder.
Triggers when a file is updated in a specific folder (but not its subfolders).
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.
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
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.
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