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DocuSign + Smartsheet

Add Smartsheet rows for newly completed DocuSign envelopes

Do you need a way to easily review what documents are completed? Use this integration! Set it up, and newly completed DocuSign envelopes will generate Smartsheet rows. Now you can see which documents are ready for the next step, with no extra effort on your part.

Do you need a way to easily review what documents are completed? Use this integration! Set it up, and newly completed DocuSign envelopes will generate Smartsheet rows. Now you can see which documents are ready for the next step, with no extra effort on your part.

  1. When this happens...
    DocuSignDocuSign
    Envelope Status Updated

    Triggers when an envelope is sent, completed, voided, or declined. 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.

    TriggerScheduled
  2. automatically do this!
    SmartsheetSmartsheet
    Add Row to Sheet

    Add a row to a sheet.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Status

    • Add certificate of completion?

    • Download form data?

    Trigger
    Scheduled
    Try It
    • DocumentRequired

    • Apply template ID?

    • Email Subject

    • Email Body

    Action
    Write
    • Welcome

    Action
    Write
  • DocuSign triggers, actions, and search

    New Folder

    Triggers when a new folder is created.

    Trigger
    Scheduled
    Try It
    • Template ID

    • Email Subject

    • Email Body

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
    • Choose a SheetRequired

    Trigger
    Scheduled
    Try It
docusign logo
docusign logo

About DocuSign

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

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smartsheet logo
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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.

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