Create G Suite users for new Eversign completed documents
Apps used in template
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Every time a new Eversign document is completed, Make will automatically create new G Suite users and send them a welcome message via Gmail.
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The Google Sheets module checks for matches between the sender’s email address and the list of client email addresses. If a match is found, the label client_mailbox
is added to the email. More information here.
This template periodically checks for documents status in DocuSign and uses the retrieved information to update the corresponding record in a Google Sheets spreadsheet.
The template is using this sample Google Sheets spreadsheet as a source of the data. You should make a copy of it before configuring the template.
The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.
Create your own workflow
Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Assigns a user to a specific role.
Cancels a document.
Copies an email or a draft into a selected folder.
Creates a document.
Creates a new draft and adds it to a selected folder.
Creates a new role.
Creates a template.
Creates a new user.
Creates a new organizational unit.
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