How to connect Gmail + DocuSign + Process Street
Zapier lets you send info between Gmail, DocuSign, and Process Street automatically—no code required.
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Do even more with Gmail + DocuSign + Process Street
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 Gmail, DocuSign, and Process Street. And don’t forget that you can add more apps and actions to create complex workflows.
- New AttachmentTriggers when you receive a new attachment (triggers once per attachment).Trigger
- New LabelTriggers when you add a new label.Trigger
- New Labeled EmailTriggers when you label an email.Trigger
- New EmailTriggers when a new e-mail appears in the specified mailbox.Trigger
- New Email Matching SearchTriggers when you receive a new email that matches a search string you provide.Trigger
- New Starred EmailTriggers when you receive a new email and star it within two days.Trigger
- New ThreadTriggers when a new thread starts.Trigger
- Add Label to EmailAdd a label to an email message.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
- DocuSign
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.
Scheduled
Trigger
- DocuSign
Triggers when a new folder is created.
Scheduled
Trigger
- DocuSign
Creates a signature request.
Scheduled
Action
- Process Street
Triggers when a new record is added to a data set.
Instant
Trigger
- Process Street
Triggers when an existing record is deleted from a data set.
Instant
Trigger
- Process Street
Triggers when an existing record is updated in a data set.
Instant
Trigger
- Process Street
Triggers when someone attaches a file to a workflow run.
Instant
Trigger
- Process Street
Triggers when a workflow is run.
Instant
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
Connect your apps and automate workflows
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How Gmail + DocuSign + Process Street Integrations Work
- Step 1: Authenticate Gmail, DocuSign, and Process Street.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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