Google Sheets
SignRequest
zapier

An automated workflow using zapier

Connects Google Sheets + SignRequest

Send SignRequest electronic signature requests from new or updated Google Sheets rows

About this workflow template

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.

Google Sheets and SignRequest can also be integrated using automation tools other than zapier:

Diagram

Send SignRequest electronic signature requests from new or updated Google Sheets rows
Workflow diagram: Google Sheets + SignRequest integration

How it works?

When this trigger fires in Google Sheets

Google Sheets

New or Updated Spreadsheet Row in Google Sheets

Triggered when a new row is added or modified in a spreadsheet.

Then this action happens in SignRequest

SignRequest

Send SignRequest From Template in SignRequest

Creates and sends a new SignRequest from a SignRequest Template.

How to set up this workflow

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

Configure Applications

First, we need to connect Google Sheets and SignRequest to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Google Sheets to Zapier.

    Connect Google Sheets to Zapier.

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

  • Connect SignRequest to Zapier.

    Connect SignRequest to Zapier.

    Give Zapier access to your SignRequest account, using SignRequest 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 Google Sheets

    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

    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

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 Google Sheets and SignRequest.

  • 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 Send SignRequest electronic signature requests from new or updated Google Sheets rows!

Supported triggers and actions

  • Google Sheets

    New spreadsheet row

    Triggered when a new row is added to the bottom of a spreadsheet.

    zapier
    triggerbyzapier
  • Google Sheets

    New or updated spreadsheet row

    Triggered when a new row is added or modified in a spreadsheet.

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • Google Sheets

    Watch new rows

    Triggers when a new row is added.

    integromat
    triggerbyintegromat
  • Google Sheets

    New spreadsheet row (team drive)

    Triggered when a new row is added to the bottom of a spreadsheet - works best with Team Drives.

    zapier
    triggerbyzapier
  • Google Sheets

    New or updated spreadsheet row (team drive)

    Triggered when a new row is added or modified in a spreadsheet - works best with Team Drives.

    zapier
    triggerbyzapier
  • Google Sheets

    New spreadsheet

    Triggered when you create a new spreadsheet.

    zapierautomateio
    triggerbyzapierautomateio
  • SignRequest

    Send signrequest from template

    Creates and sends a new SignRequest from a SignRequest Template.

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • SignRequest

    Send signrequest

    Creates and sends a new SignRequest.

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • SignRequest

    Create quick signrequest

    Creates a document and SignRequest in one call.

    integromat
    actionbyintegromat
  • SignRequest

    Create a signrequest

    Creates a SignRequest.

    integromat
    actionbyintegromat
  • SignRequest

    Api request (beta)

    This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

    zapier
    actionbyzapier
  • SignRequest

    Cancel a signrequest

    Cancels a SignRequest.

    integromatpabbly-connect
    actionbyintegromatpabbly-connect

Apps you need

Google Sheets

Google Sheets

Spreadsheets

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

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.