Automate DocuSign Document Requests from Google Sheets
Automatically send DocuSign document requests to emails listed in Google Sheets. Updates the spreadsheet to track sent requests.
This workflow streamlines the process of sending document signing requests via DocuSign by monitoring a Google Sheets spreadsheet for new entries. When a new row is added, it triggers a request to send a document to the specified email address. The workflow also updates the spreadsheet to indicate that the request has been sent, ensuring that users can easily track the status of their document requests.
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How to import this workflow into Make
- 1Purchase or download the workflow to get the Make blueprint JSON file.
- 2In Make, create a new scenario, click the three-dots menu, and choose "Import Blueprint".
- 3Reconnect each module to your own app connections when prompted.
- 4Run the scenario once to verify it, then set your schedule and turn it on.
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