How to connect DocuSign + Process Street + Gmail
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Do even more with DocuSign + Process Street + 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, Process Street, and Gmail. And don’t forget that you can add more apps and actions to create complex workflows.
- 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
- Data Set Record CreatedTriggers when a new record is added to a data set.Trigger
- Data Set Record DeletedTriggers when an existing record is deleted from a data set.Trigger
- Data Set Record UpdatedTriggers when an existing record is updated in a data set.Trigger
- New AttachmentTriggers when someone attaches a file to a workflow run.Trigger
- New Workflow RunTriggers when a workflow is run.Trigger
- Process Street
Triggers when someone posts a comment on a workflow run.
Instant
Trigger
- Process Street
Triggers when a task is checked off in a workflow.
Instant
Trigger
- Process Street
Runs a workflow.
Scheduled
Action
- Process Street
Adds a new record to a data set.
Scheduled
Action
- Process Street
Deletes an existing record in a data set.
Scheduled
Action
- Process Street
Update an existing workflow run.
Scheduled
Action
- Process Street
Updates an existing record in a data set.
Scheduled
Action
- Process Street
Search for data set records by form fields.
Scheduled
Action
- Process Street
Search for a workflow run by ID, name, form fields, and other attributes.
Scheduled
Action
- Process Street
Creates a data set record if none were found by the search.
Scheduled
Action
- Process Street
Creates a workflow run if none were found by the search.
Scheduled
Action
- Gmail
Triggers when you receive a new attachment (triggers once per attachment).
Scheduled
Trigger
- Gmail
Triggers when you add a new label.
Scheduled
Trigger
- Gmail
Triggers when you label an email.
Scheduled
Trigger
- Gmail
Triggers when a new e-mail appears in the specified mailbox.
Scheduled
Trigger
- Gmail
Triggers when you receive a new email that matches a search string you provide.
Scheduled
Trigger
- Gmail
Triggers when you receive a new email and star it within two days.
Scheduled
Trigger
- Gmail
Triggers when a new thread starts.
Scheduled
Trigger
- Gmail
Add a label to an email message.
Scheduled
Action
- Gmail
Create (but do not send) a new email message.
Scheduled
Action
- Gmail
Create (but do not send) a draft of a reply to an existing email.
Scheduled
Action
- Gmail
Creates a new label.
Scheduled
Action
- Gmail
Create and send a new email message.
Scheduled
Action
- Gmail
Remove a label from an email message.
Scheduled
Action
- Gmail
Send a reply to an email message.
Scheduled
Action
- Gmail
Finds an email message.
Scheduled
Action
- Gmail
Finds or creates a specific message.
Scheduled
Action
Connect your apps and automate workflows
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How DocuSign + Process Street + Gmail Integrations Work
- Step 1: Authenticate DocuSign, Process Street, 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.
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