Create a contract in DocuSign from Google Docs
Create a contract in DocuSign from Google Docs
Launch this workflow to connect
Google Docs &
DocuSign
!
■Overview
Are you spending time manually uploading files or copying content when sending contracts created in Google Docs via DocuSign? This workflow connects Google Docs and DocuSign to automate creating envelopes directly from your document. It streamlines everything from drafting contracts to requesting e-signatures, helping prevent manual errors and boosting efficiency in your contract operations.
■Who should use this template
- Anyone who finds contract work with DocuSign and Google Docs cumbersome
- Anyone who wants to reduce human errors and work time caused by manual file handoffs
- Anyone looking to make the process from drafting to signature requests smoother
■Benefits of using this template
- Create DocuSign signature requests directly from Google Docs, reducing the time previously spent on manual file transfers.
- Prevent human errors such as attaching the wrong file or miscopying content, improving the accuracy of your contract operations.
■Workflow
- First, connect Google Docs and DocuSign with Yoom.
- Next, in the trigger, select the Chrome extension and set 「Launch from Google Docs」.
- Then, in the operation, configure Google Docs’ 「Get document content」 action.
- Finally, in the operation, configure DocuSign’s 「Create envelope」 action and pass the retrieved document data.
※「trigger」：The action that initiates a flow、「operation」：The action executed in the flow after the trigger runs
■Customization points for this workflow
■Customization points for this workflow
- You can freely choose which Google Docs data to pass when creating the DocuSign envelope.
■Notes
- Connect Yoom to both Google Docs and DocuSign.
- Using a trigger via the Chrome extension lets you fire the trigger from the Google Docs screen with one click. You don’t need to return to the app page, making the process even smoother.
- For trigger setup using the Chrome extension, see 「How to set up a trigger with the Chrome extension」.
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Google Docs
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No-Code API Actions
Executable API actions
Workflow triggers
When the Envelope Is Completed
Workflow operations
Append Text to Document
Replace Text
Create a New Document
Get Document Content
Insert Image into Document
Add Document Tab
Create Envelope
Create and Send Envelope from Template
Retrieve Specific Envelope Information
Retrieve Document Information for a Specific Envelope
Download Documents from a Specific Envelope
Download Certificate
Void a Specific Envelope
Send Envelope
Add Attachment to Envelope
Add or Update Documents in an Envelope
Set Fields on Document
Add Values to Document Fields
Workflow triggers
There is no action.
Workflow operations
Append Text to DocumentReplace TextCreate a New DocumentGet Document ContentInsert Image into DocumentAdd Document Tab
Workflow triggers
When the Envelope Is Completed
Workflow operations
Create EnvelopeCreate and Send Envelope from TemplateRetrieve Specific Envelope InformationRetrieve Document Information for a Specific EnvelopeDownload Documents from a Specific EnvelopeDownload CertificateVoid a Specific EnvelopeSend EnvelopeAdd Attachment to EnvelopeAdd or Update Documents in an EnvelopeSet Fields on DocumentAdd Values to Document FieldsAdd Values to Document Fields (Radio Buttons)Delete or Void EnvelopeGet Custom Document Field ValuesAdd Custom Field to Specified DocumentSearch EnvelopesSearch Envelopes (Using Next Page Start Position)Get Envelope Recipient Tabs ListCreate and Send Envelope from Template (with Tabs)Retrieve Template Tab InformationCreate and Send Envelope from Template (Single Envelope/Multiple Tabs/Single Tab Label)Create and Send Envelope from Template (Single Envelope/Single Tab/Multiple Tab Labels)Retrieve Template InformationDelete a Document from a Specific EnvelopeMore inspiration for you
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