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.

  1. When this happens...
    Google SheetsGoogle Sheets
    New or Updated Spreadsheet Row (Team Drive)

    Triggers when a new row is added or modified in a spreadsheet - works best with Team Drives.

    TriggerScheduled
  2. automatically do this!
    DocusignDocusign
    Send Envelope Using Template

    Sends a envelope signature request using a template.

    ActionWrite
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Supported triggers and actions

    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Scheduled
    Try It
    • Drive

    Trigger
    Scheduled
    Try It
    • No Team Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger Column

    Trigger
    Instant
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Column NameRequired

    • Index

    Action
    Write
    • No Team Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Instant
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger Column

    Trigger
    Scheduled
    Try It
    • Drive

    • SpreadsheetRequired

    Trigger
    Scheduled
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Action
    Write
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docusign logo

About Docusign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
Learn more

Related categories

  • Signatures

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google-sheets logo
google-sheets logo

About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
Learn more

Related categories

  • Google
  • Spreadsheets

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