BoldSign + Google Sheets
Send documents from template in BoldSign for new or updated spreadsheet rows in Google Sheets team drive
Keep your business workflows streamlined and efficient. With this automation, when a new row is added or updated in a spreadsheet in Google Sheets, a document is sent from a template in BoldSign. This seamless integration eradicates the need to manually send out documents every time there's a spreadsheet update. Experience improved productivity and consistency in your document dispatching process.
Keep your business workflows streamlined and efficient. With this automation, when a new row is added or updated in a spreadsheet in Google Sheets, a document is sent from a template in BoldSign. This seamless integration eradicates the need to manually send out documents every time there's a spreadsheet update. Experience improved productivity and consistency in your document dispatching process.
- When this happens...New or Updated Spreadsheet Row (Team Drive)
Triggers when a new row is added or an existing row is updated in a spreadsheet. Optimized for Team Drive.
- automatically do this!Send Document From Template
Create and send a document out for signature based on a BoldSign template.
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Dont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Try ItDrive
Try ItDont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItDrive
SpreadsheetRequired
WorksheetRequired
Column NameRequired
Index
Dont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Try ItDont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItDrive
SpreadsheetRequired
Try ItDrive
SpreadsheetRequired
WorksheetRequired
Use Timezone set up on the spreadsheet to format date values?
