An automated workflow using integromat
Connects eversign + Google Drive
Save Eversign completed documents to Google Drive
About this workflow template
This automation scenario allows you to connect eversign and Google Drive
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated scripts 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
eversign and Google Drive can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in eversign
Watch New Documents in eversign
Triggers when a new document event is created.
Then these actions happen in Google Drive and Google Drive
Download a Final Document in eversign
Downloads a final pdf.
Upload a File in Google Drive
Uploads a new file.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Save Eversign completed documents to Google Drive.
Part I
Configure Applications
First, we need to connect eversign and Google Drive to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect eversign to Make.com.
Give Make.com access to your eversign account, using eversign credentials.
Connect Google Drive to Make.com.
Give Make.com 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 Make.com.
Set up a Trigger action for eversign
Choose the following trigger: Watch New Documents (Triggers when a new document event is created.).
Then set up an Action for eversign
Choose this action: Download a Final Document (Downloads a final pdf.).
Then set up another Action for Google Drive
Choose this action: Upload a File (Uploads a new file.).
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 eversign 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 Save Eversign completed documents to Google Drive!
Supported triggers and actions
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.
triggerbyzapierNew file
Triggers when any new file is added (inside of any folder).
triggerbyzapierautomateiopabbly-connectNew file in folder
Triggers when there is a new file in a specific folder
triggerbyautomateiozapierWatch files in a folder
Triggers when a file is created or modified in a selected folder.
triggerbyintegromatUpdated file
Triggers when a file is updated in a specific folder (but not its subfolders).
triggerbyzapierautomateiopabbly-connectNew 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.
triggerbyifttt
Use template
Sends a document created from a template in your eversign account.
actionbyzapierpabbly-connectDownload a final document
Downloads a final pdf.
actionbyintegromatUse a template
Creates a document from a selected template.
actionbyintegromatFind and download document
Finds and downloads a document (Needs the document hash from the "Document Completed" Trigger).
actionbyzapierDownload an original document
Downloads an original pdf.
actionbyintegromatCreate contact
Creates a Contact
actionbyzapier
Apps you need
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.
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
