Integrate Docusign with Google Drive to automate your work
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Frequently Asked Questions about Docusign + Google Drive integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Docusign and Google Drive
How do I connect Docusign to Google Drive through our platform?
To link Docusign with Google Drive using our platform, you'll need to start by creating a Zap. After setting up your account and logging in, choose Docusign as the trigger app and authenticate your account. Then, select a specific event such as 'New Document Signed.' Next, pick Google Drive as the action app and authenticate it. Finally, determine what action you want to occur in Google Drive after the document is signed in Docusign—like uploading the signed document into a specific folder.
Can I automatically upload signed documents from Docusign to a specific folder in Google Drive?
Yes, you can set up an automation where every time a document is signed in Docusign, it automatically uploads into a specified folder in Google Drive. You'll configure this by selecting 'Upload File' as the action event when setting up your Zap. This ensures seamless synchronization between your signed documents and chosen storage location.
What kind of triggers can I set up with Docusign for integration with Google Drive?
When integrating Docusign with Google Drive through our service, you can use triggers like 'New Document Signed,' 'Envelope Completed,' or 'New Signature Request.' These triggers allow you to automate actions within Google Drive every time these events occur in Docusign.
Is it possible to save attachments from a signed envelope automatically into Google Drive?
Definitely! By configuring a Zap that uses the 'Envelope Completed' trigger from Docusign, you can set an action to save attachments directly into a defined folder in Google Drive. This automation guarantees that every file within completed envelopes is stored systematically without manual intervention.
Can I customize where my documents are saved in my Google Drive when using this integration?
Yes, during setup you have full control over specifying which folder in your Google Drive receives files from events triggered by Docusign. Whether you want all files sent to one central location or different folders based on specific criteria, our platform allows for this flexibility when creating your Zaps.
How do actions function between Docusign and Google Drive on our platform?
Actions are operations carried out as responses to triggers. For example, once you've configured your trigger on Docusign (like 'New Document Signed'), actions such as 'Upload File,' 'Create Folder,' or 'Update File' can be set up on Google Drive. These actions happen automatically once their corresponding trigger conditions are met.
Can multiple people have access to the integrated system between Docusign and Google Drive?
Yes, collaboration is facilitated through shared access settings either within your organization or team members involved with both platforms—Docusign and Google Drive. You just need to ensure permissions are properly assigned within each tool for seamless collaboration through the integrated system we help you establish.
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.