Google Sheets
eversign
integromat

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.

Google Sheets and eversign can also be integrated using automation tools other than integromat:

Diagram

Create Eversign documents from Google Sheets
Workflow diagram: Google Sheets + eversign integration

How it works?

When this trigger fires in Google Sheets

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

eversign

Use a Template in eversign

Creates a document from a selected template.

Google Sheets

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.

    Create Make.com account if you don't have one.

  • Connect Google Sheets to Make.com.

    Connect Google Sheets to Make.com.

    Give Make.com access to your Google Sheets account, using Google Sheets credentials.

  • Connect eversign to Make.com.

    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

    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

    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

    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

    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 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!

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
  • eversign

    Use template

    Sends a document created from a template in your eversign account.

    zapierpabbly-connect
    actionbyzapierpabbly-connect
  • eversign

    Download a final document

    Downloads a final pdf.

    integromat
    actionbyintegromat
  • eversign

    Use a template

    Creates a document from a selected template.

    integromat
    actionbyintegromat
  • eversign

    Find and download document

    Finds and downloads a document (Needs the document hash from the "Document Completed" Trigger).

    zapier
    actionbyzapier
  • eversign

    Download an original document

    Downloads an original pdf.

    integromat
    actionbyintegromat
  • eversign

    Create contact

    Creates a Contact

    zapier
    actionbyzapier

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.

Make.com

Make.com

Automation Platforms

Integromat now Make! A workflow automation service.

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.