How to connect DocuSign + Google Docs
Zapier lets you send info between DocuSign and Google Docs automatically—no code required.
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- Envelope Sent or CompletedTriggers when an envelope is sent or completed. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Zapier will only fetch data and documents for envelope types that have been selected.Trigger
- New FolderTriggers when a new folder is created.Trigger
- Create Signature RequestCreates a signature request.Action
- New DocumentTriggers when a new document is added (inside any folder).Trigger
- New Document in FolderTriggers when a new document is added to a specific folder (but not its subfolders).Trigger
- Append Text to DocumentAppends text to an existing document.Action
- Create Document from TemplateCreates a new doc based on an existing one and can replace any placeholder variables found in your template doc, like {{name}}, {{email}}, etc.Action
- Upload DocumentCopy an already-existing file from another service to Docs. Will convert the file to Google Doc format if possible.Action
- Google Docs
Create a new document from text. Also supports limited HTML.
Scheduled
Action
- Google Docs
Search for a specific document by name.
Scheduled
Action
- Google Docs
Finds or creates a specific document.
Scheduled
Action
How DocuSign + Google Docs Integrations Work
- Step 1: Authenticate DocuSign and Google Docs.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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