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Docusign
Google Sheets

Connect DocuSign and Google Sheets integrations

Streamline workflows by integrating DocuSign and Google Sheets for automated tasks, real-time updates, and enhanced tracking.

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Create a custom workflow

Automate your workflows effortlessly by integrating DocuSign and Google Sheets with the Make platform, ensuring your signed contracts are instantly recorded in spreadsheets—saving you time and enhancing business efficiency.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Docusign
Trigger: [Deprecated] Watch Events
Google Sheets
Action: Select an action
1. Select a trigger

  • Triggers when an envelope or recipient status is changed.

  • Sent after a recipient accepts an elastic template.

  • Sent after a recipient declines an elastic template.

  • Triggers when one of the selected events are fired in Docusign

  • Triggers when an envelope has been completed.

  • The envelope has been completed by all the recipients.

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

  • 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.

  • The envelope has been declined by one of the recipients.

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

  • 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.

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

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

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

  • 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.

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

  • Triggers when a new Agreement Manager agreement is created. Only available for Docusign IAM plans.

  • Triggers when a new document is added to a specific workspace. Only available for Docusign IAM Plans.

  • Triggers when a new user is added to a specific workspace. Only available for Docusign IAM Plans.

  • Triggers when a new workspace is created. Only available for Docusign IAM Plans.

  • 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.

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

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

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

  • 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.

  • Sent when the recipient selects Finish Later on an envelope.

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

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

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

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

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

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

  • Triggers when an existing Agreement Manager agreement is updated. Only available for Docusign IAM plans.

  • Triggers when a Workflow Builder workflow completes. Only available for Docusign IAM Plans.

  • Triggers when a Worflow Builder workflow fails. Only available for Docusign IAM Plans.

  • Triggers when a Workflow Builder workflow started. Only available for Docusign IAM Plans.

2. Select an action

  • Creates a new conditional format rule at the given index. All subsequent rules' indexes are incremented.

  • Appends a new row to the bottom of the table.

  • Adds a new sheet.

  • Appends multiple rows to the bottom of the table.

  • Updates multiple rows.

  • Clears a specific cell.

  • Clears values from a specific row.

  • Clears a specified range of values from a spreadsheet.

  • Copies a sheet to another spreadsheet.

  • Creates a new spreadsheet.

  • Creates a new spreadsheet from a template sheet.

  • Deletes a conditional format rule at the given index. All subsequent rules' indexes are decremented.

  • Deletes a specific row.

  • Deletes a specific sheet.

  • Gets a specific cell.

  • Performs an arbitrary authorized API call.

  • Returns processed data as a result of the MAKE_FUNCTION or INTEGROMAT function. Sheets Add-On required.

  • Renames a specific sheet.

  • Updates a specific cell.

  • Updates a row.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Integrate Google Sheets and DocuSign with the Make platform to automate workflows efficiently. Trigger actions by using Google Sheets, such as automatically populating DocuSign with data from signed contracts. This seamless integration enhances your business processes by keeping track of signatures and updating spreadsheets without manual effort. Try Make today for efficient automation between Google Sheets as a trigger and DocuSign as an action.

[Deprecated] Watch Events
Triggers when an envelope or recipient status is changed.
Trigger
Add a Conditional Format Rule
Creates a new conditional format rule at the given index. All subsequent rules' indexes are incremented.
Action
Add a Row
Appends a new row to the bottom of the table.
Action
Add a Sheet
Adds a new sheet.
Action
Add document to Workspace (for IAM Plans)
Adds a new document to a workspace. Only available for Docusign IAM Plans.
Action
Add to Bulk Send List
Adds a recipient to the bulk send list
Action
Add User to Workspace (for IAM Plans)
Adds a user to a workspace. Only available for Docusign IAM Plans.
Action
Bulk Add Rows (Advanced)
Appends multiple rows to the bottom of the table.
Action
Bulk Send Envelope from Template
Sends envelopes based on a template to multiple recipients using a bulk send list.
Action
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How to set up Docusign and Google Sheets in 5 easy steps

Date

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Duration

Step 1

Log Into Make

Start by logging into your Make account to access the platform.

Date

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Duration

Step 2

Connect DocuSign

Add the DocuSign module to your scenario and create a connection to link DocuSign to Make.

Date

·

Duration

Step 3

Authenticate DocuSign

Authenticate and confirm access to allow Make to interact with your DocuSign account.

Date

·

Duration

Step 4

Connect Google Sheets

Add the Google Sheets module to your scenario and create a connection to link Google Sheets to Make.

Date

·

Duration

Step 5

Authenticate Google Sheets

Sign in with your Google account and grant access to allow Make to interact with your Google Sheets.

Maximize Efficiency by Integrating DocuSign and Google Sheets

Automate document signing requests and keep track of statuses in real time with the Make platform's integration of Google Sheets and DocuSign. Improve workflow efficiency and visibility by automating and scheduling regular status updates.

Date

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Duration

Automated Document Signing Requests

Automatically send signing requests via DocuSign when new rows are added to Google Sheets.

Date

·

Duration

Real-Time Status Updates

Keep track of document signing statuses by updating Google Sheets with the latest information from DocuSign.

Date

·

Duration

Improved Workflow Efficiency

Reduce manual processes by automating the interaction between Google Sheets and DocuSign.

Date

·

Duration

Enhanced Tracking and Visibility

Maintain a clear and up-to-date record of document status and signing requests within Google Sheets.

Popular Docusign and Google Sheets workflows

Connect Docusign and Google Sheets with Make. Automate manual tasks, sync real-time data, and build more efficient workflows.

App Families

Send documents to sign via DocuSign to e-mails retrieved from Google Sheets

When a new row is created in a Google Sheets spreadsheet, a new request for signing a document is sent to the e-mail. After that, the row is updated so the user knows when the request was sent.

Send documents to sign via DocuSign to e-mails retrieved from Google Sheets
Use template
App Families

Update envelope status of DocuSign document in a Google Sheets spreadsheet

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.

Update envelope status of DocuSign document in a Google Sheets spreadsheet
Use template

Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Integrating Google Sheets with other apps using Make allows you to automate repetitive tasks, streamline your workflows, and sync data across platforms like Shopify, Discord, WooCommerce, Telegram Bot, MailChimp, and Facebook. This can save you time and reduce manual errors, enhancing overall productivity.

By integrating DocuSign with Make, you can automate the workflow for sending, signing, and managing documents. This means you can quickly send documents for signatures, trigger follow-ups, or update records in other systems without the need for manual intervention, thus speeding up the document management process and ensuring better compliance.

Not at all. Make provides a user-friendly interface and pre-built templates to help you quickly set up integrations between Google Sheets and hundreds of other apps. You don't need coding knowledge to automate your workflows, making it accessible for users at all levels.

Make offers powerful automation capabilities that allow you to create complex workflows involving Google Sheets and DocuSign. For example, you can automatically update a spreadsheet when a document is signed via DocuSign, trigger data validation, or schedule tasks. This seamless integration can significantly enhance productivity by bridging the gap between document management and data analysis.