An automated workflow using integromat
Connects Google Sheets + eversign
Create Eversign documents from Google Sheets
About this workflow template
This automation scenario allows you to connect Google Sheets and eversign
It can be build using Integromat, a no-code workflow automation tool. Integromat 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 eversign can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Google Sheets
Watch New Rows in Google Sheets
Triggers when a new row is added.
Then these actions happen in Google Sheets and Google Sheets
Use a Template in eversign
Creates a document from a selected template.
Update a Row in Google Sheets
Updates a row.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create Eversign documents from Google Sheets.
Part I
Configure Applications
First, we need to connect Google Sheets and eversign to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Google Sheets to Make.com.
Give Make.com access to your Google Sheets account, using Google Sheets credentials.
Connect eversign to Make.com.
Give Make.com access to your eversign account, using eversign credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Google Sheets
Choose the following trigger: Watch New Rows (Triggers when a new row is added.).
Then set up an Action for eversign
Choose this action: Use a Template (Creates a document from a selected template.).
Then set up another Action for Google Sheets
Choose this action: Update a Row (Updates a row.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Google Sheets and eversign.
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 Eversign documents from Google Sheets!
Related Automation Templates
Supported triggers and actions
New spreadsheet row
Triggered when a new row is added to the bottom of a spreadsheet.
triggerbyzapierNew or updated spreadsheet row
Triggered when a new row is added or modified in a spreadsheet.
triggerbyzapierpabbly-connectWatch new rows
Triggers when a new row is added.
triggerbyintegromatNew spreadsheet row (team drive)
Triggered when a new row is added to the bottom of a spreadsheet - works best with Team Drives.
triggerbyzapierNew or updated spreadsheet row (team drive)
Triggered when a new row is added or modified in a spreadsheet - works best with Team Drives.
triggerbyzapierNew spreadsheet
Triggered when you create a new spreadsheet.
triggerbyzapierautomateio
Use template
Sends a document created from a template in your eversign account.
actionbyzapierpabbly-connectDownload a final document
Downloads a final pdf.
actionbyintegromatUse a template
Creates a document from a selected template.
actionbyintegromatFind and download document
Finds and downloads a document (Needs the document hash from the "Document Completed" Trigger).
actionbyzapierDownload an original document
Downloads an original pdf.
actionbyintegromatCreate contact
Creates a Contact
actionbyzapier
Apps you need
Google Sheets
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.
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
