Google Sheets
DocuSign
zapier

An automated workflow using zapier

Connects Google Sheets + DocuSign

Create DocuSign signature requests for new rows in a Google Sheet

About this workflow template

This automation scenario allows you to connect Google Sheets 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.

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

Diagram

Create DocuSign signature requests for new rows in a Google Sheet
Workflow diagram: Google Sheets + DocuSign integration

How it works?

When this trigger fires in Google Sheets

Google Sheets

New Spreadsheet Row in Google Sheets

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

Then this action happens in DocuSign

DocuSign

Create Signature Request in DocuSign

Creates a signature request.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Create DocuSign signature requests for new rows in a Google Sheet.

Part I

Configure Applications

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

    Connect DocuSign to Zapier.

    Give Zapier access to your DocuSign account, using DocuSign 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 Spreadsheet Row (Triggers when a new row is added to the bottom of a spreadsheet.).

  • Then set up an Action for DocuSign

    Then set up an Action for DocuSign

    Choose this action: Create Signature Request (Creates a signature request.).

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 DocuSign.

  • 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 Create DocuSign signature requests for new rows in a Google Sheet!

Supported triggers and actions

  • Google Sheets

    New spreadsheet row

    Triggers 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)

    Triggers when a new row is added to the bottom of a Google Team Drive spreadsheet.

    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

    Triggers when a new spreadsheet is created.

    zapierautomateio
    triggerbyzapierautomateio
  • DocuSign

    Create signature request

    Creates a signature request.

    zapierpabbly-connectpipedreamifttt
    actionbyzapierpabbly-connectpipedreamifttt
  • DocuSign

    Send envelope using document

    Sends an envelope signature request using a document.

    zapier
    actionbyzapier
  • DocuSign

    Send envelope using template

    Sends a envelope signature request using a template.

    zapier
    actionbyzapier
  • DocuSign

    Api request (beta)

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

    zapier
    actionbyzapier
  • DocuSign

    Download a document

    Downloads a document from a specified envelope.

    integromat
    actionbyintegromat
  • DocuSign

    Send a document to sign

    Sends an envelope with a document to be signed.

    integromat
    actionbyintegromat

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.