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Quickly connect Docusign to Smartsheet with a Zapier template.

Our most popular template

Send envelopes using template in DocuSign when updated rows occur in Smartsheet
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Smartsheet + Docusign
Add Smartsheet rows for newly completed DocuSign envelopes
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Docusign + Smartsheet
Create DocuSign signature requests from updated Smartsheet rows
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Smartsheet + Docusign
Send new Smartsheet attachments as envelopes using documents in DocuSign
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Smartsheet + Docusign
Create and send DocuSign templates from new Smartsheet rows
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Smartsheet + Docusign
Update and add attachments to Smartsheet rows when DocuSign envelopes status change
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Docusign + Smartsheet

Send envelopes using template in DocuSign when updated rows occur in Smartsheet

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Smartsheet + Docusign

Add Smartsheet rows for newly completed DocuSign envelopes

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Try it

Docusign + Smartsheet

Create DocuSign signature requests from updated Smartsheet rows

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Smartsheet + Docusign

Send new Smartsheet attachments as envelopes using documents in DocuSign

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Smartsheet + Docusign

Create and send DocuSign templates from new Smartsheet rows

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Smartsheet + Docusign

Update and add attachments to Smartsheet rows when DocuSign envelopes status change

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Docusign + Smartsheet

How Zapier works

Zapier makes it easy to integrate Docusign with Smartsheet - no code necessary. See how you can get setup in minutes.

Select a trigger from Docusign

A trigger is an event that starts your Zap and runs the workflow. For example, with Docusign, a trigger could be "Envelope Status Updated."

A trigger is the event that kicks off your automated workflow.

Setup an action from Smartsheet

An action is what takes place after the automation is triggered. For example, with Smartsheet, the action could be "Create Workspace."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Docusign to Smartsheet

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Docusign to Smartsheet integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Frequently Asked Questions about Docusign + Smartsheet integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Docusign and Smartsheet

How do I connect Docusign with Smartsheet using Zapier?

To connect Docusign with Smartsheet, start by creating a Zap in your Zapier account. In the Zap editor, choose Docusign as the trigger app and authenticate your account. Then, select a specific trigger event such as 'Envelope Sent' or 'Document Signed'. For the action app, choose Smartsheet and then specify what action should happen, like 'Add Row' or 'Update Row'. Authenticate your Smartsheet account to complete the integration.

What triggers are available in Docusign for initiating actions in Smartsheet?

Available triggers for Docusign include events such as 'Envelope Sent', 'Envelope Completed', and 'Document Signed'. Once a trigger occurs in Docusign, it can initiate various actions in Smartsheet like creating new rows or updating existing ones.

Can I update a row in Smartsheet when a document is signed in Docusign?

Yes, you can set up an integration where signing a document in Docusign triggers an action to update a specific row in your Smartsheet. Use the trigger event from Docusign like 'Document Signed' and map it to the 'Update Row' action in Smartsheet within Zapier.

How do we handle errors during integration between Docusign and Smartsheet?

Errors during integration usually occur due to authentication issues or incorrect field mapping. Make sure that all accounts are authenticated properly within Zapier and that fields between Docusign and Smartsheet are correctly mapped. You can view error logs on your dashboard for troubleshooting.

Is it possible to add attachments from Docusign envelopes into Smartsheet rows?

Currently, attaching files directly from Docusign envelopes into Smartsheet rows via Zapier isn't supported. However, you can use other services or scripts to download attachments locally before adding them manually into Smartsheet.

Are there any limitations on data fields when integrating between these two applications?

While integrating, ensure that the fields being mapped between Docusign and Smartsheet are compatible with each other; mismatched data types may cause errors. For custom fields especially, check if they match the field-type requirements of both applications.

Can multiple actions be triggered in Smartsheet from one Docusign event?

Yes, a single event like 'Envelope Completed' in Docusign can trigger multiple actions within the same workflow setup on our platform - such as adding a row and sending an alert simultaneously within your connected applications.

Connect Docusign and Smartsheet to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

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Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

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Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

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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.

- Status
- Add certificate of completion?
- Download form data?
Trigger
Scheduled
Try It
- Brand ID
- Email Subject
- Email Body
Action
Write
- Apply template ID?
- Email Subject
- Email Body
- Recipient Email
- Recipient Name
- Recipient Role
Action
Write
- Choose a Sheet
  Required
Trigger
Scheduled
Try It
- Choose a Sheet
  Required
Trigger
Scheduled
Try It

- Document Name(s)
Action
Write
- Choose a Sheet
  Required
- Row
  Required
- Title
  Required
- Comment
  Required
Action
Write

- Source Folder
  Required
- Destination Folder
  Required
- New Folder Name
  Required
Action
Write
- Workspace
  Required
- New Folder Name
  Required
- What to Include?
- Skip Remap
Action
Write
- Destination
  Required
- Choose a Sheet
  Required
- Copy Cells?
  Required
- Copy Attachments?
  Required
- Copy Discussions?
  Required
- Sheet Name
  Required
Action
Write
- Choose a Sheet
  Required
- Row
  Required
Action
Write
- Choose a Sheet
  Required
- Email Address(es)
  Required
- Format
  Required
- Email Subject
- Message
- CC Me?
- Paper Size
Action
Write
- Choose a Workspace
  Required
- Email Address(es)
  Required
- Access Level
  Required
- Notify via Email?
  Required
- Email Subject
- Message
- CC Me?
Action
Write
Find sheet Row
Find a row in a specified sheet using a query.
Action
Write

New Folder
Triggers when a new folder is created.
Trigger
Scheduled
Try It
- Template ID
- Brand ID
- Email Subject
- Email Body
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Choose a Sheet
  Required
Trigger
Scheduled
Try It
- Choose a Sheet
  Required
Trigger
Scheduled
Try It
- Choose a Sheet
  Required
- Row
  Required
- File Attachment
  Required
Action
Write
- Choose a Sheet
  Required
- Add Row to Top or Bottom
Action
Write
- Choose a Sheet
  Required
- Choose a Destination Sheet
  Required
- Choose Row
  Required
Action
Write
- Choose a Sheet
  Required
- Choose a Destination Sheet
  Required
- Choose Row
  Required
Action
Write
- Destination
  Required
- Template
  Required
- Copy Cells?
  Required
- Copy Attachments?
  Required
- Copy Discussions?
  Required
- Sheet Name
  Required
Action
Write
- Choose a Sheet
  Required
- Email Address(es)
  Required
- Choose Row
  Required
- Email Subject
- Message
- CC Me?
- Include Attachments ?
- Include Discussions ?
Action
Write
- Choose a Sheet
  Required
- Email Address(es)
  Required
- Access Level
  Required
- Notify via Email?
  Required
- Email Subject
- Message
- CC Me?
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

Learn how to automate Docusign on the Zapier blog

Learn how to automate Smartsheet on the Zapier blog

About Docusign

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

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About Smartsheet

Smartsheet is a leading cloud-based platform for work execution, enabling teams and organizations to plan, capture, manage, automate, and report on work at scale, resulting in more efficient processes and better business outcomes.

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