How to integrate DocuSign with Google Sheets to add entries to Google Sheets when a contract is completed in DocuSign

Are you looking for ways to streamline contract work and reduce errors?
The integration of DocuSign and Google Sheets can be a convenient means to simplify the contract process and streamline administrative tasks. With this integration, information is automatically reflected in the spreadsheet when a contract is completed, reducing input errors and the hassle of progress checks. Moreover, as the latest information can be shared in real-time, the overall team work speed improves, achieving both operational efficiency and accuracy. This system is particularly recommended for companies and freelancers who handle many contracts.
This article explains the benefits of this integration and how to implement it with specific examples.

Recommended for

・People who need to manage multiple contracts simultaneously
・People who prioritize the accuracy of contract data
・People who need to share information with a team

[About Yoom]

Benefits and Examples of DocuSign and Google Sheets Integration

Benefit 1: Improved Accuracy

Isn't it common for errors to occur with manual data entry?
However, by integrating DocuSign with Google Sheets, contract details are automatically recorded, which is expected to prevent input errors.
For example, if contract amounts or dates are recorded incorrectly, it could lead to billing errors or management issues. By implementing this integration, accurate data is always recorded, preventing human errors in advance. Additionally, accurate data provides a foundation for quickly reviewing and analyzing contract details, reducing the risk of issues and enhancing the reliability of operations.

Benefit 2: Centralized Data Management

By integrating with DocuSign and consolidating contract data in Google Sheets, you can centrally manage information related to contracts. This eliminates the need to search across multiple systems or files, improving operational efficiency.
For example, you can easily search past contract details or statuses, smoothly extracting data necessary for monthly reports or strategic planning. Additionally, by utilizing Google Sheets' filter function, you can quickly check contract details within a specific period, making management more intuitive and swift.
Centralizing data strengthens team collaboration and becomes a powerful tool supporting critical decision-making.

Benefit 3: Real-time Status Monitoring

The integration of DocuSign and Google Sheets provides an environment where contract status can be checked in real-time. With contract data immediately reflected in the spreadsheet, sales and accounting teams can quickly grasp the progress.
For example, you can instantly check the number of contracts currently concluded or the list of pending contracts on the spreadsheet, allowing you to quickly decide the next action. Moreover, real-time updates facilitate smooth information sharing among multiple teams, enhancing the speed of decision-making related to contracts. This system is particularly effective when processing multiple contracts simultaneously.

How to Create a DocuSign and Google Sheets Integration Flow

Let's create a flow together using a template to "add to Google Sheets when a contract is completed in DocuSign"!

The template used this time can be copied by clicking "Try it" on the banner below.

Before Getting Started

If you do not have a Yoom account, please create one from the "Yoom Account Creation Page" below.
For basic operations of Yoom, please check "Getting Started with Yoom".

Yoom Account Creation Page

Getting Started with Yoom

Now, let's get started together!

Step 1: Connect DocuSign and Google Sheets to My Apps

(1) After logging into Yoom, select "My Apps" from the left column and click "+ New Connection".

(2) From the list of new connections in My Apps, click on DocuSign.
(3) Sign in to DocuSign. Enter your email address and click "Next".

(4) Next, connect Google Sheets. Similarly, click on Google Sheets from the list of new connections in Yoom.
(5) A screen like the one below will appear, click "Sign in with Google".
Log in with your account.

Once the connection is complete, DocuSign and Google Sheets will be registered in Yoom's My Apps.

This completes the My Apps registration.
Next, let's set up triggers using templates!

Step 2: Setting Up When DocuSign Envelope is Completed

(1) We will use the template introduced earlier. Click "Try it" on the banner below to copy it.

Click on "Add to Google Sheets when a contract is completed in DocuSign" in the app trigger.

(2) From the "Select Integration Account and Action" screen in DocuSign, verify that there are no errors in the account information linked with DocuSign, keep the trigger action as "When the envelope is completed," and click "Next."

(3) From the "App Trigger Webhook Event Reception Settings" screen, copy the Webhook URL and configure it in the DocuSign management screen.

Once the setup is complete, click "Test," and if no errors occur, click "Save" at the bottom.

Step 3: Integrate with Google Sheets to Add Records

(1) Next, integrate with Google Sheets to add records.
Click "Add Record."

(2) From the "Database Integration" screen in Google Sheets, verify that there are no errors in the account information linked with Google Sheets, keep the execution action as "Add Record," and click "Next."

Scroll down and enter the Spreadsheet ID, Spreadsheet Tab Name, and Table Range.
・Spreadsheet ID: Select from options
・Spreadsheet Tab Name: Select from options
・Table Range: Enter directly

Once the input is complete, click "Next."
(3) From the "Database Operation Detailed Settings" screen, select the values for the records to be added from the output.

Once the input is complete, click "Test" at the bottom, and if no errors occur, click "Save."
(4) Finally, click "Turn on Trigger."

This completes the flowbot for "Add to Google Sheets when a contract is completed in DocuSign."

Other Automation Examples Using DocuSign and Google Sheets

At Yoom, we have many other examples of automation using DocuSign and Google Sheets, so let us introduce a few.

1. Update Google Sheets Information When a Contract is Completed in DocuSign

When a contract is completed in DocuSign, you can automatically add the sending date to the registration information in Google Sheets. By automating this process, you can save the effort of manual input and make it easier to share with the entire team using Google Sheets.

2. Once the envelope (completion) is finished with DocuSign, store the file in Google Drive

By integrating with Google Drive, data is automatically stored in Google Drive upon completion. This is recommended for those who want to efficiently manage contracts and legal personnel.

3. Send a contract via DocuSign based on the responses in the Google Form

A contract will be automatically sent via DocuSign based on the responses in the Google Form. By using this flow, the template is standardized, ensuring that all contracts are created in a consistent format.

For those who want to check templates using DocuSign and Google Sheets, please visit the following site.

List of Flowbot Templates Using DocuSign

List of Flowbot Templates Using Google Sheets

Summary

The integration of DocuSign and Google Sheets seems to be a convenient way to streamline contract management, improving accuracy and speed.
By automatically reflecting contract data in spreadsheets, it reduces the hassle of manual work and is expected to decrease input errors and verification tasks. Additionally, being able to grasp the progress in real-time facilitates smooth information sharing across the team and speeds up decision-making. Furthermore, by utilizing centralized data management and the customization features of spreadsheets, it will be possible to optimize contract management for your business.
If you are facing challenges in contract management, please consider implementing this system.