How to connect Shopify + DocuSign + Google Sheets
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Do even more with Shopify + 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 Shopify, DocuSign, and Google Sheets. And don’t forget that you can add more apps and actions to create complex workflows.
Abandoned Cart Age (Hours)Required
How many hours old must abandoned carts be to trigger this Zap?
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planPayment Status
What payment status will trigger this Zap?
Order Status
What order status will trigger this Zap? (Use the different trigger if you want cancelled orders!)
Fulfillment Status
What fulfillment status will trigger this Zap?
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Order (Any Status)
Triggers when a new purchase is made (of any order status).
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Customer
Triggers when a customer's information is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.BlogRequired
TitleRequired
Author NameRequired
ContentRequired
Supports HTML.
Featured Image URL
Excerpt/Summary
Supports HTML.
Tags
Is Published?
Defaults to yes.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LocationRequired
ProductRequired
Product VariantRequired
Adjust Quantity By
You can use positive or negative numbers, like
4
or-3
. The number you enter will be added to or subtracted from the current quantity.Set Quantity To
You can use positive or negative numbers, like
4
or-3
. The quantity will be set to the number you enter.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Product TypeRequired
VendorRequired
Product Description
Can use html elements.
Tags
Comma Separated list of tags.
Published At
The date and time when the product was published. This must be a date in the past. Defaults to the current date if left blank.
Price
Creates a single product variation in Shopify and assigns the price to this variation.
Inventory Policy
What should Shopify do when inventory is exhausted: deny sales or continue selling?
Image URL
URL of an image to use for this new product.
More Image URLs
SKU
Is Published?
Defaults to yes.
Publish to Point of Sale
Defaults to yes.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
The customer to update.
First Name
Last Name
Email Address
Tags
Setting any tags here will replace all existing tags for this customer.
Phone Number
Note
Tax Exempt
If "Yes", taxes won't be applied at checkout for this customer.
Accepts Marketing
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProductRequired
Product VariantRequired
Title
Price
Compare at Price
SKU
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product TitleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appName
Email AddressRequired
First NameRequired
Last NameRequired
Company Name
Street Address
Street Address Line 2
City
State
State/Province Code
E.g. "KY" or "MI"
Country
Country is required if the other address fields are filled.
Zip Code
Phone
Tags
Note
Accepts Marketing
Defaults to "no".
Tax Exempt
If "Yes", taxes won't be applied at checkout for this customer.
Send E-Mail Invite
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundProductRequired
Product to add this variant to.
TitleRequired
Price
Compare at Price
SKU
Inventory Policy
What should Shopify do when inventory is exhausted: deny sales or continue selling?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Folder
Triggers when a new folder is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planApi 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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.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.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDrive
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
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDrive
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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.
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
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)
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
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.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Customer
Triggers when a new customer is added to your Shopify account.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Cancelled Order
Triggers whenever a order is "cancelled" (with line item support).
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Order
Triggers when a new purchase is made (only open orders) (with line item support).
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Product
Triggers when a new product is added to your Shopify store.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planPayment Status
What payment status will trigger this Zap?
Order Status
What order status will trigger this Zap?
Fulfillment Status
What fulfillment status will trigger this Zap?
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planFirst NameRequired
Last NameRequired
Email AddressRequired
Company Name
Street Address
Street Address Line 2
City
State
State/Province Code
E.g. "KY" or "MI"
Country
Country is required if the other address fields are filled.
Zip Code
Phone
Tags
Note
Accepts Marketing
Defaults to "no".
Tax Exempt
If "Yes", taxes won't be applied at checkout for this customer.
Send E-Mail Invite
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email
An email for your customer.
Product
Only used if you select a product variant below.
Product Variant
Requires a Product chosen above. If you choose a variant, you can still fill in the Product Title and the Product Price to override the regular values.
Product Quantity
Product Title
Product Price
Weight in Grams
Note
Discount - Type
To use this, please also enter a value in the "Discount - Amount" field.
Discount - Amount
The "Discount - Type" field determines how this value is used. For a fixed amount, enter
5.00
to discount $5.00. For a percentage, enter.25
to discount 25%.Discount - Code
Defaults to "Custom discount". For the discount to be applied, you must also enter values for Discount Type and Amount.
Additional Details
Extra metadata about the order, defined as key/value pairs. For example,
Favorite color: Blue
.Tags
Location
Send Receipt
Should an order confirmation be sent to the customer?
Send Fulfillment Receipt
Should a fulfillment confirmation be sent to the customer?
Inventory Behaviour
How do you want your inventory to update with this order? Default is "Bypass".
Financial Status
Fulfillment Status
Shipping Address - First name
Shipping Address - Last name
Shipping Address - Company
Shipping Address - Phone
Shipping Address - Address
Shipping Address - Address con't
Shipping Address - City
Shipping Address - Country
Shipping Address - State/Province/Region
Shipping Address - Postal/Zip code
Billing Address - First name
Billing Address - Last name
Billing Address - Company
Billing Address - Phone
Billing Address - Address
Billing Address - Address con't
Billing Address - City
Billing Address - Country
Billing Address - State/Province/Region
Billing Address - Postal/Zip code
Source Name
Where the order originated.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProductRequired
Product to add this variant to.
TitleRequired
Price
Compare at Price
SKU
Inventory Policy
What should Shopify do when inventory is exhausted: deny sales or continue selling?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProductRequired
Title
Product Type
Vendor
Product Description
Can use html elements.
Tags
Comma Separated list of tags. Will replace existing.
Price
Creates a single product variation in Shopify and assigns the price to this variation.
Images
URL of one or more images to use for this product.
SKU
Is Published?
Defaults to yes.
Publish to Point of Sale
Defaults to yes.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appProductRequired
Product to choose the variant for.
Product Variant TitleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProduct TitleRequired
Product TypeRequired
VendorRequired
Product Description
Can use html elements.
Tags
Comma Separated list of tags.
Published At
The date and time when the product was published. This must be a date in the past. Defaults to the current date if left blank.
Price
Creates a single product variation in Shopify and assigns the price to this variation.
Inventory Policy
What should Shopify do when inventory is exhausted: deny sales or continue selling?
Image URL
URL of an image to use for this new product.
More Image URLs
SKU
Is Published?
Defaults to yes.
Publish to Point of Sale
Defaults to yes.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundStatus
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
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planTemplate 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDrive
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.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNo 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.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Spreadsheet to Copy
Create a duplicate of an existing spreadsheet.
Headers
These Headers are ignored if a "Spreadsheet to Copy" is selected.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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.
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
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?
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
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?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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How Shopify + DocuSign + Google Sheets Integrations Work
- Step 1: Authenticate Shopify, 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.
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