This automation scenario allows you to connect Google Sheets and DocuSign
It can be build using Ifttt, a no-code workflow automation tool. Ifttt 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 DocuSign can also be integrated using automation tools other than ifttt:
When this trigger fires in Google Sheets
This trigger fires when a new row is added to a spreadsheet you specify.
Then this action happens in DocuSign
This action will create a new signature request from a template.
This guide contains information on how to set up an automatic workflow that allows to Create DocuSign signature requests for new rows in Google Sheets.
Part I
First, we need to connect Google Sheets and DocuSign to IFTTT.
Create IFTTT account.
Create IFTTT account if you don't have one.
Connect Google Sheets to IFTTT.
Give IFTTT access to your Google Sheets account, using Google Sheets credentials.
Connect DocuSign to IFTTT.
Give IFTTT 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 IFTTT.
Set up a Trigger action for Google Sheets
Choose the following trigger: New row added to spreadsheet (This trigger fires when a new row is added to a spreadsheet you specify.).
Then set up an Action for DocuSign
Choose this action: Create signature request (This action will create a new signature request from 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 Sheets 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 for new rows in Google Sheets!
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 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.
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.
Electronic signatures platform, which ensures the security, mobility, reliability, and ease of use
IFTTT helps to create applications connections with a simple statement: if this then that. For example: "Tweet your Instagrams as native photos on Twitter". You define a task by a trigger and an action.