Google Sheets + Yousign
Create Google Sheets rows for newly completed signature requests in Yousign
Keep a summary of your completed signature requests in a spreadsheet. Once this template is active, every time a new signature request is completed, it will be added to a Google Sheets row.
Keep a summary of your completed signature requests in a spreadsheet. Once this template is active, every time a new signature request is completed, it will be added to a Google Sheets row.
- When this happens...Signature Request Done
Triggers when a Signature Request is completed.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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Contact Created
Triggers when a Contact is created.
Try ItInclude Signer Audit Trail as well
Try ItDont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Try ItDrive
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Download documents as well
Download audit trails as well
Try ItFirst nameRequired
Last nameRequired
EmailRequired
LocaleRequired
Phone number
Company name
Job title
Address line 1
Address line 2
City
Postal Code
Country
Dont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Try ItDont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
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