Formstack Documents + DocuSign + Google Sheets Integrations

How to connect Formstack Documents + DocuSign + Google Sheets

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Do even more with Formstack Documents + DocuSign + 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 Formstack Documents, DocuSign, 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?

New Merged Document
Triggers when a merged/populated document is created.
Trigger
Instant
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- FileRequired
Action
Write
- DocumentRequired
- Download File
  Do you need to download this document to Zapier for another action?
Action
Write
- 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

- 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
- No Team Drive
  If you want to use this trigger with a Sheet that resides in your Google Team Drive, you have to workaround the issue using these steps.
- SpreadsheetRequired
- WorksheetRequired
  You must have column headers
Trigger
Instant
Try It

- Drive
  The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
- SpreadsheetRequired
- WorksheetRequired
  You must have column headers
- Trigger Column
  Trigger on changes to cells in this column only. Leave this field blank if you want the Zap to trigger on changes to any cell within the row. Please note: All new rows will trigger the Zap even if the Trigger column is empty. Add a Filter step to stop the Zap from continuing if this column is empty in a new row.
Trigger
Scheduled
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- Drive
  The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
- SpreadsheetRequired
Trigger
Scheduled
Try It
- Drive
  The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Drive
  The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
- Spreadsheet Containing the Worksheet to CopyRequired
- Worksheet to CopyRequired
- Copy To
  Which spreadsheet should the worksheet be copied to? If left blank, it will be copied to the spreadsheet containing the original worksheet.
Action
Write
- Drive
  The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
- SpreadsheetRequired
- TitleRequired
- Headers
- Overwrite?
  If a worksheet with the specified title exists, its content would be lost. Please, use with caution.
Action
Write
- Drive
  The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
  If you want to update the same row each time select a row from the dropdown box. To dynamically update the row, click open the dropdown and choose the "Custom" tab, then the "Add a search step" button.
- Background Color
  Choose from your current custom Theme Color in your Spreadhseet, or enter a color #rrggbb in hexadecimal format.
- Text Color
  Choose from your current custom Theme Color in your Spreadhseet, or enter a color #rrggbb in hexadecimal format.
- Text Bold
  True if the text is bold.
- Text Italic
  True if the text is italicized.
- Text Strikethrough
  True if the text is strikethrough.
Action
Write
- Drive
  The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Api Docs Info
  API docs for Google Sheets are located here https://developers.google.com/sheets/api/reference/rest
- 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 Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
- SpreadsheetRequired
- TitleRequired
  Value of the Worksheet Title to match exactly. Search is case-sensitive.
Action
Search
- Drive
  The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
- SpreadsheetRequired
- WorksheetRequired
  You must have column headers. See here for more information.
- Lookup ColumnRequired
  Specify the column we should search for cells which match the Lookup Value.
- Lookup ValueRequired
- Supporting Lookup Column
  Optionally, specify another column you want to search by. Note that if you supply this, the Zap will trigger only on rows that match both columns. (An example column might be something like Email Address or Phone Number)
- Supporting Lookup Value
  An example value might be me@example.com or 555-5555
- Bottom-Up
  Search from bottom of the sheet? In other words, pick the most recent match?
Action
Search
- Drive
  The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
- SpreadsheetRequired
- WorksheetRequired
  You must have column headers. See here for more information.
- Lookup ColumnRequired
  Specify the column we should search for cells which match the Lookup Value.
- Lookup ValueRequired
- Supporting Lookup Column
  Optionally, specify another column you want to search by. Note that if you supply this, the Zap will trigger only on rows that match both columns. (An example column might be something like Email Address or Phone Number)
- Supporting Lookup Value
  An example value might be me@example.com or 555-5555
- Bottom-Up
  Search from bottom of the sheet? In other words, pick the most recent match?
Action
Search or write

- OutputRequired
- File Name
  Your desired name of the combined file (no extension).
- File 1Required
- File 2
- File 3
- File 4
- File 5
Action
Write
- RouteRequired
- Download File
  Do you need to download this document to Zapier for another action?
Action
Write
- FileRequired
Action
Write
New Folder
Triggers when a new folder is created.
Trigger
Scheduled
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- Owner
  Determines which App Extensions will appear in the dropdown below.
- App ExtensionRequired
Action
Write
- Drive
  The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
- SpreadsheetRequired
- WorksheetRequired
  You must have column headers
Trigger
Scheduled
Try It
- Drive
  The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
Trigger
Scheduled
Try It
- No Team Drive
  If you want to use this trigger with a Sheet that resides in your Google Team Drive, you have to workaround the issue using these steps.
- SpreadsheetRequired
- WorksheetRequired
  You must have column headers
- Trigger Column
  Trigger on changes to cells in this column only. Leave this field blank if you want the Zap to trigger on changes to any cell within the row. Please note: All new rows will trigger the Zap even if the Trigger column is empty. Add a Filter step to stop the Zap from continuing if this column is empty in a new row.
Trigger
Instant
Try It
- Drive
  The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
- SpreadsheetRequired
- WorksheetRequired
- Column NameRequired
- Index
  The column position (zero-based) to insert. If not set, append to the right by default.
Action
Write
- Drive
  The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- TitleRequired
- Spreadsheet to Copy
  Create a duplicate of an existing spreadsheet.
- Headers
  These Headers are ignored if a "Spreadsheet to Copy" is selected.
Action
Write
- Drive
  The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
  Use a search step before this to get the row to delete.
Action
Write
- Drive
  The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
  If you want to update the same row each time select a row from the dropdown box. To dynamically update the row, click open the dropdown and choose the "Custom" tab, then the "Add a search step" button.
Action
Write
- Owner
  Determines which App Extensions will appear in the dropdown below.
- App ExtensionRequired
Action
Write
- Drive
  The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
- SpreadsheetRequired
- WorksheetRequired
  You must have column headers. See here for more information.
- Lookup ColumnRequired
  Let us know which column you want to search by with the value below. We will grab the latest matching row and give you all of its values.
- Lookup ValueRequired
- Supporting Lookup Column
  Optionally, specify another column you want to search by. Note that if you supply this, the Zap will trigger only on rows that match both columns. (An example column might be something like Email Address or Phone Number)
- Supporting Lookup Value
  An example value might be me@example.com or 555-5555
- Bottom-Up
  Search from bottom of the sheet?
- Row Count
  Number of rows to return. Max is 500.
Action
Search
- Drive
  The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
- SpreadsheetRequired
- WorksheetRequired
  You must have column headers. See here for more information.
- ColumnsRequired
  Let us know which columns to return. e.g. A:Z
- Row CountRequired
  Number of rows to return. Max is 500.
- First Row
  Number of the first row to return (1 is the header)
Action
Search
- Drive
  The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
- SpreadsheetRequired
- TitleRequired
  Value of the Worksheet Title to match exactly. Search is case-sensitive.
- Headers
- Overwrite?
  If a worksheet with the specified title exists, its content would be lost. Please, use with caution.
Action
Search or write

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How Formstack Documents + DocuSign + Google Sheets Integrations Work

Step 1: Authenticate Formstack Documents, DocuSign, 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.

Connect apps

Connect Formstack Documents + DocuSign + Google Sheets

About Formstack Documents

Introducing Formstack Documents, formerly WebMerge. Automatically generate PDF and Word DOCX documents merged with data from online web services. Contracts, invoices, applications, tickets, and more - all created dynamically, saving you time and money.

Learn more