DocuSign + Kartra + Google Sheets Integrations

How to connect DocuSign + Kartra + Google Sheets

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Do even more with DocuSign + Kartra + Google Sheets

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, Kartra, and Google Sheets. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

Envelope Sent or Completed
Triggers 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
Scheduled
New Folder
Triggers when a new folder is created.
Trigger
Scheduled
Create Signature Request
Creates a signature request.
Action
Write
Affiliate Signs Up for Product
Triggers when an affiliate signs up for a product.
Trigger
Instant
Lead Is Assigned Tag
Triggers when a lead is assigned a tag.
Trigger
Instant

Customer Buys Product
Triggers when a customer buys product.
Trigger
Instant
Lead Cancels a Calendar
Triggers when a lead is cancels a calendar.
Trigger
Instant

Lead Completes a Calendar
Triggers when a lead is completes a calendar.
Trigger
Instant

Kartra
Triggers when a lead is registered to a calendar.
Instant
Trigger
Kartra
Triggers when a customer cancels subscription.
Instant
Trigger
Kartra
Triggers when a lead fills in an optin form.
Instant
Trigger
Kartra
Triggers when an jv signs up for a product.
Instant
Trigger
Kartra
Triggers when a lead is granted access to membership.
Instant
Trigger
Kartra
Triggers when a lead is revoked access to membership.
Instant
Trigger
Kartra
Triggers when a lead clicks on a page split test link.
Instant
Trigger
Kartra
Triggers when a customer partial refunds product.
Instant
Trigger
Kartra
Triggers when a lead reaches score for the first time.
Instant
Trigger
Kartra
Triggers when a customer refunds product.
Instant
Trigger
Kartra
Triggers when a lead completes a sequence.
Instant
Trigger
Kartra
Triggers when a lead is added to a sequence.
Instant
Trigger
Kartra
Triggers when a lead is removed from sequence.
Instant
Trigger
Kartra
Triggers when a lead is subscribed to a list.
Instant
Trigger
Kartra
Triggers when a lead clicks on a tracking link.
Instant
Trigger
Kartra
Triggers when a lead is unassigned a tag.
Instant
Trigger
Kartra
Triggers when a lead is unsubscribed from a list.
Instant
Trigger
Kartra
Triggers when a lead completes a kartra video.
Instant
Trigger
Kartra
Triggers when a lead plays a kartra video.
Instant
Trigger
Kartra
Triggers when a lead visits an external page.
Instant
Trigger
Kartra
Triggers when a lead visits a kartra page.
Instant
Trigger
Kartra
Assign a lead to tags in your Kartra account.
Scheduled
Action
Kartra
Cancels a lead subscription to a Kartra calendar.
Scheduled
Action
Kartra
Subscribes a lead to a Kartra calendar.
Scheduled
Action
Kartra
Cancels a Kartra subscription.
Scheduled
Action
Kartra
Creates a custom field in your Kartra account.
Scheduled
Action
Kartra
Creates a new lead in your Kartra account.
Scheduled
Action
Kartra
Edit an existing lead from your Kartra account.
Scheduled
Action
Kartra
Edit Subscription
Scheduled
Action
Kartra
Modify the Subscription Status
Scheduled
Action
Kartra
Add points to a lead in your Kartra account.
Scheduled
Action
Kartra
Refunds a Kartra transaction.
Scheduled
Action
Kartra
Remove points from a lead in your Kartra account.
Scheduled
Action
Kartra
Get all the lists in your Kartra account.
Scheduled
Action
Kartra
Get all the pages in your Kartra account.
Scheduled
Action
Kartra
Get all the sequences from your Kartra account.
Scheduled
Action
Kartra
Get all the tags from the your account in Kartra.
Scheduled
Action
Kartra
Get all the custom fields from your account in Kartra.
Scheduled
Action
Kartra
Subscribe a lead to lists in your Kartra account.
Scheduled
Action
Kartra
Subscribe a lead to a sequence at a particular step in your Kartra account.
Scheduled
Action
Kartra
Remove tags from a lead of your choosing.
Scheduled
Action
Kartra
Unsubscribe a lead from lists in your Kartra account.
Scheduled
Action
Kartra
Unsubscribe lead from sequences in your Kartra account.
Scheduled
Action
Kartra
Get the details of the lead, including transactions made, subscriptions to lists, tags and sequences.
Scheduled
Action
Kartra
Retrieve Subscription Details
Scheduled
Action
Kartra
Retrieve Transactions Details
Scheduled
Action
Kartra
Search for a lead in your Kartra account.
Scheduled
Action
Google Sheets
Triggered when a new row is added to the bottom of a spreadsheet - works best with Team Drives.
Scheduled
Trigger
Google Sheets
Triggered when a new row is added to the bottom of a spreadsheet.
Instant
Trigger
Google Sheets
Triggered when you create a new spreadsheet.
Scheduled
Trigger
Google Sheets
Triggered when a new row is added or modified in a spreadsheet - works best with Team Drives.
Scheduled
Trigger
Google Sheets
Triggered when a new row is added or modified in a spreadsheet.
Instant
Trigger
Google Sheets
Triggered when you create a new worksheet in a spreadsheet.
Scheduled
Trigger
Google Sheets
Create a new column in a specific spreadsheet.
Scheduled
Action
Google Sheets
Create a new row in a specific spreadsheet.
Scheduled
Action
Google Sheets
Create one or more new rows in a specific spreadsheet (with line item support).
Scheduled
Action
Google Sheets
Create a new worksheet by copying an existing worksheet.
Scheduled
Action
Google Sheets
Create a blank spreadsheet or duplicate an existing spreadsheet. Optionally, provide headers.
Scheduled
Action
Google Sheets
Create a blank worksheet with a title. Optionally, provide headers.
Scheduled
Action
Google Sheets
Deletes the content of a row in a specific spreadsheet. Deleted rows will appear as blank rows in your spreadsheet. Please use with caution.
Scheduled
Action
Google Sheets
Format a row in a specific spreadsheet.
Scheduled
Action
Google Sheets
Update a row in a specific spreadsheet.
Scheduled
Action
Google Sheets
Update one or more new rows in a specific spreadsheet (with line item support).
Scheduled
Action
Google Sheets
Finds many matched rows (500 max.) by a column and value.
Scheduled
Action
Google Sheets
Finds a worksheet by title.
Scheduled
Action
Google Sheets
Returns many rows (500 max.) as a single JSON value and flat rows (line items).
Scheduled
Action
Google Sheets
Finds a row by a column and value. Returns the entire row if one is found.
Scheduled
Action
Google Sheets
Finds or creates a specific find worksheet.
Scheduled
Action
Google Sheets
Finds or creates a specific lookup row.
Scheduled
Action

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How DocuSign + Kartra + Google Sheets Integrations Work

Step 1: Authenticate DocuSign, Kartra, and Google Sheets.
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.