Google Drive integration with DocuSign
How to Create DocuSign signature requests from new Google Drive folders
Simplify your document signing process by automating the creation of signature requests in DocuSign when a new folder is added in Google Drive. This efficient workflow helps you save time and ensure all necessary documents receive proper signatures promptly. Benefit from streamlined organization while keeping track of crucial signature requests in your chosen folder location.
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
-
Click on the "Create new workflow" button, and then add "Automated step".
-
Set the step description to "Create DocuSign signature requests from new Google Drive folders" and then click on "Automate".
-
Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate DocuSign integrations
Stay organized and save time with this workflow that automatically creates corresponding folders in Google Drive for every new folder in DocuSign. Simplify the process...
Efficiently manage your DocuSign envelopes with this workflow that instantly copies files to Google Drive when an envelope is sent or completed. Stay organized and sav...
Effortlessly streamline your document signing process with this workflow that connects Google Drive and DocuSign. When a new file is added to a specified folder in Goo...
Create a seamless connection between Google Drive and DocuSign with this simple yet effective workflow. Whenever a new folder is created in Google Drive, this automati...
Simplify your document signing process by automating the creation of signature requests in DocuSign when a new folder is added in Google Drive. This efficient workflow...
Organize your completed documents efficiently with this automation that moves files in Google Drive upon envelope completion in DocuSign. When an envelope is sent or m...
Once a DocuSign envelope's status becomes completed, this Flow automatically archives the document with using ConvertAPI, Then it uploads them to Google Drive for stor...
DocuSign actions
Nekton can use any feature that is available in DocuSign API.
Using our advanced AI, you can easily create custom automations for DocuSign.
Here are some typical actions you can do in your automated workflows.
Create Signature Request
Creates a signature request.
API Request (Beta)
This is an advanced action which makes a raw HTTP request that includes this integration's authentication. This is useful if an application has an API endpoint that Nekton doesn't implement yet. You will be expected to read and utilize the API documentation provided by the application. Further, if the application changes their API, you will be expected to make the appropriate fixes and updates.
App Extensions (Beta)
Performs an API call using an App Extension (Beta) entry, which you can select or create, later within this Flow's setup. App Extensions (Beta) can be reused across multiple flows and are managed centrally through the App Extensions (Beta) builder.
Envelope Sent or Completed
Triggers when an envelope is sent or completed. When this step triggers, Nekton will temporarily store documents in your envelope for processing and replaying in later Flow steps and data associated with the selected envelope. Nekton will only fetch data and documents for envelope types that have been selected.
New Folder
Triggers when a new folder is created.
About DocuSign
Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.