DocuSign + Google Drive + Gmail Integrations

How to connect DocuSign + Google Drive + Gmail

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Do even more with DocuSign + Google Drive + Gmail

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with DocuSign, Google Drive, and Gmail. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

- Status
  Triggers on both sent and completed envelopes if no option selected.
- Download form data?
  Should this trigger pull in form data? To work, the Sending Setting "Allow sender to download form data" must be enabled for the account in Docusign here
Trigger
Scheduled
Try It
- Template IdRequired
- Email Subject
  Subject line of email. Overrides template setting
- Email Blurb
  Email message to recipient. Overrides template setting.
- Recipient Email
- Recipient Name
- Recipient Role
  Choose role as defined on template or use a custom value
Action
Write
- Drive
  The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
Trigger
Scheduled
Try It
- Drive
  The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
- Folder
  Check a specific folder for new subfolders. Keep clicking to go inside folders. Please note: new folders added to subfolders inside the folder you choose here will NOT trigger this Zap. Defaults to the top-level folder if none is picked.
Trigger
Scheduled
Try It
- FileRequired
  File to Copy
- Convert to Document?
  If yes, we will tell Google to convert this into an editable document.
- File Name
  By default, we name the new copy as "Copy of {original file name}".
- Drive
  The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
- Folder
  Folder to put the new copy into. Keep clicking to drill down into child folders. Defaults to the same folder as the source file's.
Action
Write

- Drive
  The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
- Parent Folder
  Select where to create this new folder. Keep clicking the dropdown to go inside folders. Defaults to the top-level folder if left blank.
- Folder NameRequired
Action
Write
- Drive
  The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
- Folder
  Folder where to place file. Keep clicking the dropdown to go inside folders. Defaults to the top-level folder if left blank.
- File NameRequired
- File ContentRequired
  Use plain text.
- Convert to Document?
  If yes, we will tell Google to convert this into an editable document.
Action
Write

- Drive
  The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
- File IdRequired
- Sharing PreferenceRequired
  This will add a group that the file is shared with, but not remove any existing groups it is shared with. Sharing with an organization is only valid for G Suite users.
- Organization Domain
  Domain name of your G Suite organization (required if you chose a "Sharing Preference" that includes your organization). Example: yourcompany.com
Action
Write
- Api Docs Info
  API docs for Google Drive are located here https://developers.google.com/drive/api/v3/reference
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- Folder NameRequired
- Drive
  The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
- Parent Folder
  Keep clicking the dropdown to go inside folders. Defaults to the top-level folder if left blank.
Action
Search
- Folder NameRequired
- Drive
  The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
- Parent Folder
  Select where to create this new folder. Keep clicking the dropdown to go inside folders. Defaults to the top-level folder if left blank.
Action
Search or write
New Label
Triggers when you add a new label.
Trigger
Scheduled
Try It
- Label/Mailbox
  (Note: If no Label/Mailbox is selected, this Zap will trigger on all e-mails, including Drafts.)
Trigger
Scheduled
Try It
New Starred Email
Triggers when you receive a new email and star it within two days.
Trigger
Scheduled
Try It
- Label(s) to Add
- Message to be LabeledRequired
Action
Write
- Trigger Instructions
  Important
  If you are using a Gmail trigger for this Zap, we recommend only triggering off of "Inbox" messages to avoid Zap Loops.
  For the "New Email Matching Search" Gmail trigger, please add label:inbox to the end of your "Search String."
  For the "New Email", "New Labeled Email", and "New Thread" Gmail triggers, please select INBOX for the "Label/Mailbox" field.
- ThreadRequired
  If you're not using a Gmail trigger for this Zap, we recommend adding a Search step to find the thread you want.
- To
  Who will this email be sent to? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.
- Cc
  Who should be cc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.
- Bcc
  Who should be bcc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.
- From
  Select an email address or alias from your Gmail Account. Defaults to the primary email address.
- From Name
  Customize the from name (but must be sent via the email address you connected).
- Body Type
- BodyRequired
- Signature
  Include a default signature with the email? Will be placed at end of the message after a line break and another "--" line. Note: Only signatures set as your Gmail account email/alias "Signature Defaults" > "For New Emails Use" are displayed.
- Label/Mailbox
- Attachments
  A file to be attached. Can be an actual file or a public URL which will be downloaded and attached.
Action
Write
- To
  Who will this email be sent to? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.
- Cc
  Who should be cc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.
- Bcc
  Who should be bcc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.
- From
  Select an email address or alias from your Gmail Account. Defaults to the primary email address.
- From Name
- Reply To
  Specify a single reply address other than your own.
- SubjectRequired
- Body Type
  If using the HTML option, you must add any and all formatting (paragraphs, lists, etc) directly using HTML. Learn more.
- BodyRequired
- Signature
  Include a default signature with the email? Will be placed at end of the message after a line break and another "--" line. Note: Only signatures set as your Gmail account email/alias "Signature Defaults" > "For New Emails Use" are displayed.
- Label/Mailbox
- Attachments
  A file to be attached. Can be an actual file or a public URL which will be downloaded and attached.
Action
Write
- Trigger Instructions
  Important
  If you are using a Gmail trigger for this Zap, we recommend only triggering off of "Inbox" messages to avoid Zap Loops.
  For the "New Email Matching Search" Gmail trigger, please add label:inbox to the end of your "Search String."
  For the "New Email", "New Labeled Email", and "New Thread" Gmail triggers, please select INBOX for the "Label/Mailbox" field.
- ThreadRequired
  If you're not using a Gmail trigger for this Zap, we recommend adding a Search step to find the thread you want.
- To
  Who will this email be sent to? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.
- Cc
  Who should be cc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.
- Bcc
  Who should be bcc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.
- From
  Select an email address or alias from your Gmail Account. Defaults to the primary email address.
- From Name
- Reply To
  Specify a single reply address other than your own.
- Body Type
  If using the HTML option, you must add any and all formatting (paragraphs, lists, etc) directly using HTML. Learn more.
- BodyRequired
- Label/Mailbox
- Attachments
  A file to be attached. Can be an actual file or a public URL which will be downloaded and attached.
Action
Write
- Search StringRequired
  This works the same as the search bar you see in Gmail. For example: from:amy OR from:david< or subject:dinner label:my-family. Learn more. Note: Only one email will be returned by the search.
- To
  Who will this email be sent to? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.
- Cc
  Who should be cc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.
- Bcc
  Who should be bcc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.
- From
  Select an email address or alias from your Gmail Account. Defaults to the primary email address.
- From Name
- Reply To
  Specify a single reply address other than your own.
- SubjectRequired
- Body Type
  If using the HTML option, you must add any and all formatting (paragraphs, lists, etc) directly using HTML. Learn more.
- BodyRequired
- Signature
  Include a default signature with the email? Will be placed at end of the message after a line break and another "--" line. Note: Only signatures set as your Gmail account email/alias "Signature Defaults" > "For New Emails Use" are displayed.
- Label/Mailbox
- Attachments
  A file to be attached. Can be an actual file or a public URL which will be downloaded and attached.
Action
Search or write

New Folder
Triggers when a new folder is created.
Trigger
Scheduled
Try It
- Api Docs Info
  API docs for DocuSign are located here https://developers.docusign.com/
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- Drive
  The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
- Folder
  Check a specific folder for new files. Keep clicking to go inside folders. Please note: new files added to subfolders inside the folder you choose here will NOT trigger this Zap. Defaults to the top-level folder if none is picked.
Trigger
Scheduled
Try It
- Drive
  The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
- Folder
  Check a specific folder for updated files. Keep clicking to go inside folders. Please note: files updated within 5 minutes after creation or located in subfolders of the folder you choose here will NOT trigger this Zap. Defaults to the top-level folder if none is picked.
- Include Deleted
  Should this trigger also on files that are deleted?
Trigger
Scheduled
Try It
- Drive
  The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
- Folder
  Folder where to place file. Keep clicking the dropdown to go inside folders. Defaults to the top-level folder if left blank.
- FileRequired
  A file to be uploaded. Can be an actual file or a public URL. See this help doc for more information
- Convert to Document?
  If yes, we will tell Google to convert this into an editable document.
- File Name
  By default, we use the same name and extension as the original file.
- File Extension
  Advanced: Can only be used if you also specify a file name.
- Idempotency Key
Action
Write
- FileRequired
  File to Move
- Drive
  The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
- FolderRequired
  Destination folder to move into. Keep clicking to drill down into child folders.
Action
Write
- Drive
  The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
- Folder
  Folder to find/replace this file into. Keep clicking to drill down into child folders. Places at the top-level if none picked.
- File to ReplaceRequired
- FileRequired
  A file to be uploaded. Can be an actual file or a public URL. See this help doc for more information
- Convert to Document?
  If yes, we will tell Google to convert this into an editable document.
- File Name
  By default, we use the same name and extension as the original file.
- File Extension
  Advanced: Can only be used if you also specify a file name.
- Idempotency Key
Action
Write
- FileRequired
  File to create a shortcut to
- Drive
  The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
- Folder
  Destination folder for shortcut. Keep clicking to drill down into child folders.
Action
Write
- File NameRequired
- Drive
  The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
- Folder
- File Types
  Restrict the search to specific file types. If you only want a single file extension, you can simply add that to the name search above.
Action
Search
- File NameRequired
- Drive
  The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
- Folder
  Folder where to place file. Keep clicking the dropdown to go inside folders. Defaults to the top-level folder if left blank.
- File Types
  Restrict the search to specific file types. If you only want a single file extension, you can simply add that to the name search above.
- FileRequired
  A file to be uploaded. Can be an actual file or a public URL. See this help doc for more information
- Convert to Document?
  If yes, we will tell Google to convert this into an editable document.
- File Name
  By default, we use the same name and extension as the original file.
- File Extension
  Advanced: Can only be used if you also specify a file name.
- Idempotency Key
Action
Search or write
- Label/Mailbox
- Search String
  This works the same as the search bar you see in Gmail. For example: from:amy OR from:david or subject:dinner label:my-family. Learn more.
Trigger
Scheduled
Try It
- Label/MailboxRequired
Trigger
Scheduled
Try It
- Search StringRequired
  By default this search will trigger on emails in all folders, including Sent emails, which most people don't want. To limit results, like to your inbox, include in:inbox.
  This works the same as the search bar you see in Gmail. For example: from:amy OR from:david or in:inbox subject:dinner label:my-family. Learn more.
Trigger
Scheduled
Try It
- Label/Mailbox
Trigger
Scheduled
Try It
- SubjectRequired
- To
  Who will this email be sent to? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.
- Cc
  Who should be cc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.
- Bcc
  Who should be bcc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.
- From
  Select an email address or alias from your Gmail Account. Defaults to the primary email address.
- From Name
  Customize the from name (but must be sent via the email address you connected).
- Body Type
- BodyRequired
- Signature
  Include a default signature with the email? Will be placed at end of the message after a line break and another "--" line. Note: Only signatures set as your Gmail account email/alias "Signature Defaults" > "For New Emails Use" are displayed.
- Label/Mailbox
- Attachments
  A file to be attached. Can be an actual file or a public URL which will be downloaded and attached.
Action
Write
- NameRequired
  Can have parents via a simple forward slash syntax: "Parent/Child"
Action
Write
- Message to Remove Label(s) FromRequired
- Label(s) to RemoveRequired
Action
Write
- Search StringRequired
  This works the same as the search bar you see in Gmail. For example: from:amy OR from:david< or subject:dinner label:my-family. Learn more. Note: Only one email will be returned by the search.
Action
Search

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How DocuSign + Google Drive + Gmail Integrations Work

Step 1: Authenticate DocuSign, Google Drive, and Gmail.
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.

Connect apps

Connect DocuSign + Google Drive + Gmail

About DocuSign

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

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Google Drive is Google's file sync app that lets you store all of your files online alongside your Google Docs documents, and keep them synced with all of your devices.

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About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

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DocuSign + Google Drive + Gmail Integrations

How to connect DocuSign + Google Drive + Gmail

Do even more with DocuSign + Google Drive + Gmail

Envelope Sent or Completed

Status

Download form data?

Create Signature Request

Template IdRequired

Email Subject

Email Blurb

Recipient Email

Recipient Name

Recipient Role

New File

Drive

New Folder

Drive

Folder

Copy File

FileRequired

Convert to Document?

File Name

Drive

Folder

Create Folder

Drive

Parent Folder

Folder NameRequired

Create File from Text

Drive

Folder

File NameRequired

File ContentRequired

Convert to Document?

Add File Sharing Preference

Drive

File IdRequired

Sharing PreferenceRequired

Organization Domain

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find a Folder

Folder NameRequired

Drive

Parent Folder

Find or Create Folder

Folder NameRequired

Drive

Parent Folder

New Label

New Email

Label/Mailbox

New Starred Email

Add Label to Email

Label(s) to Add

Message to be LabeledRequired

Create Draft Reply

Trigger Instructions

Important

ThreadRequired

To

Cc

Bcc

From

From Name

Body Type

BodyRequired

Signature

Label/Mailbox

Attachments

Send Email

To

Cc

Bcc