This automation scenario allows you to connect HelloSign and Google Sheets
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
HelloSign and Google Sheets can also be integrated using automation tools other than zapier:
When this trigger fires in HelloSign
Triggers when a signature request is signed (requires a paid API plan for non test_mode requests).
Then this action happens in Google Sheets
Create a new row in a specific spreadsheet.
This guide contains information on how to set up an automatic workflow that allows to Log Dropbox Sign signature requests in Google Sheets.
Part I
First, we need to connect HelloSign and Google Sheets to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect HelloSign to Zapier.
Give Zapier access to your HelloSign account, using HelloSign credentials.
Connect Google Sheets to Zapier.
Give Zapier access to your Google Sheets account, using Google Sheets 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 HelloSign
Choose the following trigger: Signature Request Signed (Triggers when a signature request is signed (requires a paid API plan for non test_mode requests).).
Then set up an Action for Google Sheets
Choose this action: Create Spreadsheet Row (Create a new row in a specific spreadsheet.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between HelloSign and Google Sheets.
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 Log Dropbox Sign signature requests in Google Sheets!
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.
Sends a HelloSign template out for signature request.
Creates and sends a new signature request
Cancels an incomplete signature request. This action is not reversible.
Creates a new template using the overlay of an existing template.
Deletes the specified template.
Deletes your team.
HelloSign is a fast, secure and legally binding electronic signature software for businesses. It enables professionals to sign, track and send out important documents easily. With HelloSign's API, you can embed signing right into your own site with just a few lines of code.
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.