Docusign + Google Sheets
Send Docusign envelopes using templates for new or updated Google Sheets spreadsheet rows on team drive
When a spreadsheet row in Google Sheets Team Drive is updated or new, this workflow sends a Docusign envelope using a preset template. It simplifies your work by connecting your document management in Docusign with data changes in Google Sheets, saving you time and eliminating the need for double entry. Tailor your contracts, agreements, or other crucial documents on Docusign with the most recent data from your Sheets without the need to manually monitor or transfer information.
When a spreadsheet row in Google Sheets Team Drive is updated or new, this workflow sends a Docusign envelope using a preset template. It simplifies your work by connecting your document management in Docusign with data changes in Google Sheets, saving you time and eliminating the need for double entry. Tailor your contracts, agreements, or other crucial documents on Docusign with the most recent data from your Sheets without the need to manually monitor or transfer information.
- When this happens...New or Updated Spreadsheet Row (Team Drive)
Triggered when a new row is added or modified in a spreadsheet - works best with Team Drives.
- automatically do this!Send Envelope Using Template
Sends a envelope signature request using a template.
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