DocuSign + Smartsheet Integrations

How to connect DocuSign + Smartsheet

Zapier lets you send info between DocuSign and Smartsheet automatically—no code required.

When this happens...

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.

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Add Attachment to Row

Adds a file attachment to a row.

Popular DocuSign + Smartsheet workflows

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Add Smartsheet rows for newly completed DocuSign envelopes
DocuSign + Smartsheet
More details
When this happens
Step 1: Envelope Sent or Completed
Then do this
Step 2: Add Row to Sheet
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Add Smartsheet rows for newly completed DocuSign envelopes
Add Smartsheet rows for newly completed DocuSign envelopes
DocuSign + Smartsheet

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
Updated Row
Triggers when a row is updated.
Trigger
Scheduled
New Attachment
Triggers when a new attachment is added to a row.
Trigger
Scheduled

New Comment
Triggers when a new comment is added.
Trigger
Scheduled
New Row
Triggers when a new row is added.
Trigger
Scheduled

Create Workspace
Creates a Workspace.
Action
Write

Smartsheet
Adds a file attachment to a row.
Scheduled
Action
Smartsheet
Adds discussion to row.
Scheduled
Action
Smartsheet
Add a row to a sheet.
Scheduled
Action
Smartsheet
Copies folder to another destination.
Scheduled
Action
Smartsheet
Copies row to another sheet.
Scheduled
Action
Smartsheet
Creates a copy of the specified Workspace.
Scheduled
Action
Smartsheet
Moves row to another sheet.
Scheduled
Action
Smartsheet
Create a new sheet from an existing sheet.
Scheduled
Action
Smartsheet
Create a new sheet from a template.
Scheduled
Action
Smartsheet
Update an existing row with new values. Requires a row ID.
Scheduled
Action
Smartsheet
Send a row via email.
Scheduled
Action
Smartsheet
Send a sheet via email (as PDF or Excel).
Scheduled
Action
Smartsheet
Share a sheet.
Scheduled
Action
Smartsheet
Share a workspace.
Scheduled
Action

How DocuSign + Smartsheet Integrations Work

Step 1: Authenticate DocuSign + Smartsheet.
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 + Smartsheet

About DocuSign

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

Learn More

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About Smartsheet

Smartsheet is a leading cloud-based platform for work execution, enabling teams and organizations to plan, capture, manage, automate, and report on work at scale, resulting in more efficient processes and better business outcomes.