Docusign + Smartsheet
Update and add attachments to Smartsheet rows when DocuSign envelopes status change
Keep your project management streamlined and documents organized with this workflow. Whenever there's an envelope status update in DocuSign, it will immediately attach the relevant document to a row in your Smartsheet. This way, you can ensure all your relevant documents are in one place, accelerating your project execution and improving team collaboration.
Keep your project management streamlined and documents organized with this workflow. Whenever there's an envelope status update in DocuSign, it will immediately attach the relevant document to a row in your Smartsheet. This way, you can ensure all your relevant documents are in one place, accelerating your project execution and improving team collaboration.
- When this happens...Envelope Status Updated
Triggers when an envelope is sent, completed, signed, voided, or declined. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Zapier will only fetch data and documents for envelope types that have been selected.
- automatically do this!Add Attachment to Row
Adds a file attachment to a row.
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