How to integrate DocuSign with Google Sheets to automatically update Google Sheets when a contract is completed in DocuSign

When you receive a lot of emails every day, it can be quite a hassle to save files to Dropbox each time.
Moreover, many people might have experienced the struggle of missing a file save or saving a file in the wrong folder, making it difficult to find later.

In this article, we will introduce a method to automatically save files received in Gmail to Dropbox!

By using no-code tools, you can easily set up automation between Gmail and Dropbox.
You can start using it right away, so be sure to give it a try!

Recommended for

Those who want to automatically upload files attached to Gmail to Dropbox
Those who want to integrate Gmail and Dropbox to facilitate smooth file sharing within the team
Those who want to prevent the loss of attachments and ensure proper document storage

For those who want to try it immediately

In this article, we will introduce the integration method using the no-code tool "Yoom".

No complicated settings or operations are required, and even non-engineers can easily achieve it.

You can start right away using the template below, so please give it a try!

When managing contracts with DocuSign and maintaining information in Google Sheets, do you find it cumbersome to manually update data every time a contract is completed? The solution to this issue is integrating DocuSign with Google Sheets using Yoom. This integration automatically reflects contract information in Google Sheets, reducing errors and improving operational efficiency. With this setup, which requires no programming knowledge, you can reduce the workload after contract completion starting today!

Benefits of Integrating DocuSign with Google Sheets

Benefit 1: Reduced Errors and Faster Actions

When a contract is completed in DocuSign, the data in Google Sheets is automatically updated. This integration helps avoid errors from manual entry and maintains the latest contract information. In situations where update tasks become complex, this automation reduces human errors and is expected to improve overall operational efficiency.

Additionally, since you can quickly start business processes based on accurate and up-to-date data, decision-making speed increases, and the overall progress of operations can be accelerated. Furthermore, ensuring data accuracy and consistency can facilitate smoother communication with other teams and departments, potentially enhancing the overall performance of projects.

Benefit 2: Reduction in Contract Management Costs and Human Resources

By integrating DocuSign with Google Sheets, contract information management is automated, reducing the burden of manual work. This allows employees to reduce the time and effort spent organizing and updating contract data. Especially for companies handling multiple contracts and customer information, this automation can reduce management costs and is expected to improve overall operational efficiency.

How to Create a Workflow to Integrate DocuSign and Google Sheets

Let's use Yoom to integrate DocuSign with Google Sheets from here.
This flow is about "Updating Google Sheets information when a contract is completed in DocuSign."

Integrate Yoom with DocuSign and Google Sheets in My Apps
Set an App Trigger in DocuSign
Configure Information Retrieval in DocuSign
Set Information Update in Google Sheets

The setup is completed in four steps.
No difficult programming knowledge is required. Click "Try it" from the template below to proceed with the setup together.

[What is Yoom]

Step 1: Integrate DocuSign and Google Sheets in My Apps

First, integrate the apps used in this flow with Yoom.
After logging into Yoom, click "My Apps" → "+ New Connection" in the left menu.

Search for DocuSign and Google Sheets and proceed with the input according to the displayed content.
Once the app integration is complete, it will be displayed in the My Apps list.

If Google Sheets is also displayed, the My Apps integration is complete.
Next, we will move on to specific settings.
If you haven't copied it yet, please copy the flow bot template from below.

1. Hover over the banner and click "View Details"
2. Click "Try this template" on the page you navigated to
3. Register with Yoom
* If you have already registered, the login screen will be displayed, so please log in.

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Step 2: Set up App Trigger in DocuSign

Please click the first flow "When the envelope is completed".
On the first page, the account information of DocuSign, which is already linked with My App, is reflected.

The title can be changed to something easy to understand.
The trigger action cannot be changed, so after checking the account information, proceed to the next step.

On the next page, set up the trigger.

Copy the URL provided and set it up within DocuSign.
Make sure not to forget to check the trigger event, and once you have set up the details mentioned in the notes, click "Test" to obtain the output.

The output obtained here will be used in the subsequent settings, so make sure it is correctly reflected.
Once confirmed, click "Save" to complete the app trigger setup.

Step 3: Set up for Information Retrieval in DocuSign

Next, click "Retrieve information for a specific envelope".
There are multiple envelopes in DocuSign, so you will set up which information to retrieve.

On the first page, as before, make any necessary title corrections and verify the account information before proceeding.

Next, enter your DocuSign account information.
Enter the ID you confirmed within DocuSign, and select the output you obtained earlier for the envelope ID.

Now, the information retrieval destination is set.
Click "Test" to verify if the output can be obtained.

The envelope items will be reflected as output, so if there are no issues, click "Save" to complete the setup for information retrieval.

Step 4: Set up for Information Update in Google Sheets

The final setup is "Update Record".

On the first page, similar to DocuSign, there is a section to enter the information of the Google Sheets to be linked, below where account information is reflected.

Since the account information is linked, you only need to select the spreadsheet ID and tab name from the options.
If specifying the table range is necessary, enter it and click "Next".

Specify a spreadsheet ID that has items where the output can be reflected.

On the next page, proceed with the detailed settings for information update.

Set the update condition to match the criteria specified in ①. Here, the condition is that ID (specified Google Sheets item) equals the envelope ID.

Update the record according to the criteria specified in ① by following ②.
Select the output that matches each item.

Once you have specified all the necessary fields, click "Test" to check for any errors.
If there are no issues, click "Save" to complete all the settings.

Make sure to turn on the trigger to activate the flow.

With this setup, when a contract is completed in DocuSign, the information in Google Sheets will be updated.

The flowbot template used this time
Update Google Sheets information when a contract is completed in DocuSign

Other Automation Examples Using DocuSign and Google Sheets

Here are many other examples of automation using DocuSign and Google Sheets available on Yoom.

1. By integrating DocuSign with Google Drive, documents completed in DocuSign are automatically stored in Google Drive. This integration can be considered one of the ways to improve operational efficiency for companies that frequently enter into contracts or for those managing contracts manually.

2. There are multiple integrations that allow you to receive notifications when a row in Google Sheets is updated. For example, running in parallel with the current flow, you can receive a notification when a contract is signed in DocuSign and the Google Sheet is updated. Receiving notifications through communication tools you regularly use, such as Google Chat or LINE WORKS, can help reduce oversights and facilitate a smooth transition to the next action.

Summary

The integration of DocuSign and Google Sheets can automate the process of updating contract information, potentially improving business efficiency. With Yoom, no complex programming knowledge is required. By simply connecting the apps, you can significantly reduce the burden of data management. Why not sign up for Yoom for free now and start automating your business with ease?