This automation scenario allows you to connect Google Sheets and SignRequest
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 Sheets and SignRequest can also be integrated using automation tools other than zapier:
When this trigger fires in Google Sheets
Triggered when a new row is added or modified in a spreadsheet.
Then this action happens in SignRequest
Creates and sends a new SignRequest from a SignRequest Template.
This guide contains information on how to set up an automatic workflow that allows to Send SignRequest electronic signature requests from new or updated Google Sheets rows.
Part I
First, we need to connect Google Sheets and SignRequest to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Google Sheets to Zapier.
Give Zapier access to your Google Sheets account, using Google Sheets credentials.
Connect SignRequest to Zapier.
Give Zapier access to your SignRequest account, using SignRequest 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 Sheets
Choose the following trigger: New or Updated Spreadsheet Row (Triggered when a new row is added or modified in a spreadsheet.).
Then set up an Action for SignRequest
Choose this action: Send SignRequest From Template (Creates and sends a new SignRequest from a SignRequest Template.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Google Sheets and SignRequest.
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 Send SignRequest electronic signature requests from new or updated Google Sheets rows!
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 and sends a new SignRequest from a SignRequest Template.
Creates and sends a new SignRequest.
Creates a document and SignRequest in one call.
Creates a SignRequest.
This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
Cancels a SignRequest.
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.
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.