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Connect Docusign and Smartsheet integrations

Connect Docusign and Smartsheet with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Docusign and Smartsheet to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.

Trigger
Select a trigger...
Docusign

Sent after a recipient accepts an elastic template.

Docusign

Sent after a recipient declines an elastic template.

Docusign

Triggers when one of the selected events are fired in Docusign

Docusign

Triggers when an envelope has been completed.

Docusign

The envelope has been completed by all the recipients.

Docusign

Sent when the envelope is correctedcorrected, opens in new window within the UI or via any of the Envelopes/EnvelopesRecipients API calls.

Docusign

This event is sent when an envelope is created through the DocuSign eSignature UI or when an envelope's status is set to "created" after an Envelopes:create API call.

Docusign

The envelope has been declined by one of the recipients.

Docusign

This event is sent after an already-sent envelope is deleted, opens in new window.

Docusign

This event is sent when all recipients have opened the envelope through the DocuSign signing website. This does not signify an email delivery of an envelope.

Docusign

Sent when an envelope in created or draft state is deleted or discarded within the tagging UI.

Docusign

Sent when the envelope is queued to be purged, opens in new window or via the Envelopes:update API call.

Docusign

Sent when the envelope is resent, opens in new window within the UI or via the Envelopes:update API call.

Docusign

This event is sent when the email notification, with a link to the envelope, is sent to at least one recipient or when it is a recipient's turn to sign during embedded signing. The envelope remains in this state until all recipients have viewed the envelope.

Docusign

The envelope has been voided by the sender or has expired. The void reason indicates whether the envelope was manually voided or expired.

Docusign

Sent when DocuSign gets notification that an email delivery has failed. The delivery failure could be for a number of reasons, such as a bad email address or that the recipient’s email system auto-responds to the email from DocuSign.

Docusign

Sent when the recipient has completed their actions for the envelope, typically (but not always) by signing.

Docusign

Sent when the recipient declines to sign the document(s) in the envelope.

Docusign

Sent after a Delegation rule is in place and when a delegated signer is sent an envelope within the UI or the API.

Docusign

Sent when the recipient has viewed the document(s) in an envelope through the DocuSign signing web site. This does not signify an email delivery of an envelope.

Docusign

Sent when the recipient selects Finish Later on an envelope.

Docusign

Sent when the envelope is reassigned by a recipient within the UI.

Docusign

Triggered when an envelope is resent to a recipient within the web application or using the EnvelopeRecipients : update API call.

Docusign

This event is sent when an email notification is sent to the recipient signifying that it is their turn to sign an envelope.

Docusign

Sent when a template is createdtemplate is created, opens in new window within the UI or via the Templates:create API call.

Docusign

Sent when a template is deleted within the UI or via the recycle bin API call recycle bin API call, opens in new window.

Docusign

Sent when a template is modified within the UI or via the Templates:update API call.

Docusign
Smartsheet
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Action
Select an action...
Smartsheet

Creates a copy of the specified folder.

Smartsheet

Creates a copy of the specified sheet.

Smartsheet

Creates a copy of the specified workspace.

Smartsheet

Adds a comment to a discussion.

Smartsheet

Creates a folder. A folder can be created in the user's Sheets folder (Home), in another folder, or in a workspace.

Smartsheet

Inserts a row into the specified sheet.

Smartsheet

Inserts a row to the specified sheet. Use this module if you need to map the Sheet ID.

Smartsheet

Creates a sheet.

Smartsheet

Adds a user to the organization account.

Smartsheet

Creates a workspace.

Smartsheet

Deletes the specified folder (and its contents).

Smartsheet

Deletes the specified row.

Smartsheet

Deletes the specified sheet.

Smartsheet

Deletes the specified workspace.

Smartsheet

Gets the sheet in PDF, CSV, or Excel, based on the Sheet ID.

Smartsheet

Gets the specified folder (and lists its contents).

Smartsheet

Gets the specified row.

Smartsheet

Gets the specified sheet.

Smartsheet

Gets the specified workspace (and lists its contents).

Smartsheet

Gets the current user information.

Smartsheet

Performs an arbitrary authorized API call.

Smartsheet

Moves the specified folder to a new location.

Smartsheet

Moves the specified sheet to a new location.

Smartsheet

Moves rows from one sheet to (the bottom of) another sheet.

Smartsheet

Updates the specified folder.

Smartsheet

Updates the specified row.

Smartsheet

Updates a row in the specified sheet. Use this module if you need to map the Sheet ID.

Smartsheet

Updates a summary field.

Smartsheet

Updates the specified workspace.

Smartsheet

Updates cells in a specified sheet.

Smartsheet

Upload a file to sheets, rows, and comments.

Smartsheet

Searches all sheets that the user can access, for the specified text.

Smartsheet

Returns rows that match the given criteria.

Smartsheet

Searches a sheet for the specified text.

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Build your Docusign and Smartsheet integrations.

Create custom Docusign and Smartsheet workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Docusign
Add to Bulk Send List

Adds a recipient to the bulk send list

Action
Docusign
Bulk Send Envelope from Template

Sends envelopes based on a template to multiple recipients using a bulk send list.

Action
Smartsheet
Copy a Folder

Creates a copy of the specified folder.

Action
Smartsheet
Copy a Sheet

Creates a copy of the specified sheet.

Action
Smartsheet
Copy a Workspace

Creates a copy of the specified workspace.

Action
Docusign
Create Bulk Send List

Creates a bulk send list

Action
Docusign
Create Long-lived Pre-filled Webform Link

Creates a long-lived pre-filled webform link (less secure, infinite duration)

Action
Docusign
Create Short-lived Pre-filled Webform Link

Creates a secure Session Link for the filled webform (more secure, shorter duration)

Action
Docusign
Create Signing Groups

Creates a signing group.

Action

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