Connect Docusign to Smartsheet and automate any workflow

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Create your first workflow

Quickly connect Docusign to Smartsheet with a Zapier template.

Our most popular template

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

Add Smartsheet rows for newly completed DocuSign envelopes

Details

Try it

Docusign + Smartsheet

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

Details

Try it

Docusign + Smartsheet

Create DocuSign signature requests from updated Smartsheet rows

Details

Try it

Docusign + Smartsheet

Send new Smartsheet attachments as envelopes using documents in DocuSign

Details

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Docusign + Smartsheet

Create and send DocuSign templates from new Smartsheet rows

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Docusign + Smartsheet

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.

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.

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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.

Connect Docusign and Smartsheet to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

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
- Document
  Required
- Apply template ID?
- 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

- Workspace Name
  Required
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
- Api_docs_info
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

Learn how to automate Docusign on the Zapier blog.

Automate Smartsheet: get inspired on the Zapier blog

About Docusign

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

Help

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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.

Help

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