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.
Categories
Google Sheets and DocuSign 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 this action happens in DocuSign
Creates a signature request.
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
First, we need to connect Google Sheets and DocuSign 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 DocuSign to Zapier.
Give Zapier 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 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 DocuSign
Choose this action: Create Signature Request (Creates a signature request.).
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 a Google Sheet!
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
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.