This automation scenario allows you to connect Google Sheets and SignNow
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots 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 SignNow can also be integrated using automation tools other than zapier:
When this trigger fires in Google Sheets
Triggers when a new row is added to the bottom of a spreadsheet.
Then these actions happen in Google Sheets and SignNow
Creates a new document with fillable fields from a selected template and sends a signature request to one or multiple signers.
Triggers when a new row is added to the bottom of a Google Team Drive spreadsheet.
Creates a new document with fillable fields from a selected template and sends an invite to one or multiple signers.
This guide contains information on how to set up an automatic workflow that allows to Request signatures in SignNow from new Google Sheets rows.
Part I
First, we need to connect Google Sheets and SignNow 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 SignNow to Zapier.
Give Zapier access to your SignNow account, using SignNow 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 Spreadsheet Row (Triggers when a new row is added to the bottom of a spreadsheet.).
Then set up an Action for SignNow
Choose this action: Create Document From Template (Creates a new document with fillable fields from a selected template and sends a signature request to one or multiple signers.).
Then set up another Action for Google Sheets
Choose this action: New Spreadsheet Row (Team Drive) (Triggers when a new row is added to the bottom of a Google Team Drive spreadsheet.).
Then set up another Action for SignNow
Choose this action: Create Document From Template & Send Role-Based Invite (Creates a new document with fillable fields from a selected template and sends an invite to one or multiple signers.).
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 SignNow.
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 Request signatures in SignNow from new 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 a new document with fillable fields from a selected template and sends an invite to one or multiple signers.
Sends an email with the invite to sign a document. : Use this action only for signing simple documents without fields and roles.
Creates a new document with fillable fields from a selected template and sends a signature request to one or multiple signers.
Uploads a new document.
Creates a new document without fillable fields from a selected template and sends an invite to a signer.
Creates a new document copy from a template.
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.