This automation scenario allows you to connect Google Forms and DocuSign
It can be build using Zapier, a no-code workflow automation tool. Zapier 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
Google Forms and DocuSign can also be integrated using automation tools other than zapier:
When this trigger fires in Google Forms
Triggered when a new response row is added to the bottom of a spreadsheet.
Then these actions happen in Google Forms and DocuSign
Creates a signature request.
Triggers when a new form response is received.
Sends a envelope signature request using a template.
This guide contains information on how to set up an automatic workflow that allows to Create DocuSign signature requests from new responses in Google Forms.
Part I
First, we need to connect Google Forms and DocuSign to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Google Forms to Zapier.
Give Zapier access to your Google Forms account, using Google Forms credentials.
Connect DocuSign to Zapier.
Give Zapier access to your DocuSign account, using DocuSign 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 Google Forms
Choose the following trigger: New Response in Spreadsheet (Triggered when a new response row is added to the bottom of a spreadsheet.).
Then set up an Action for DocuSign
Choose this action: Create Signature Request (Creates a signature request.).
Then set up another Action for Google Forms
Choose this action: New Form Response (Triggers when a new form response is received.).
Then set up another Action for DocuSign
Choose this action: Send Envelope Using Template (Sends a envelope signature request using a template.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Google Forms and DocuSign.
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 Create DocuSign signature requests from new responses in Google Forms!
Triggers when a new form response is received.
Triggered when a new response row is added to the bottom of a spreadsheet.
Triggers when a form response is added or modified.
Watches for new responses in the Google Sheets table.
Triggered when a new response row is added or modified in a spreadsheet.
Triggers when a new header is added to a worksheet in a responses spreadsheet.
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.
Google Forms is a user-friendly tool for gathering data and conducting surveys online. It offers customizable forms, real-time collaboration, and seamless integration with Google Sheets. Create, share, and analyze responses effortlessly.
Electronic signatures platform, which ensures the security, mobility, reliability, and ease of use
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.