Legalesign integration with Google Sheets
How to Add Google Sheets rows for new sent documents in Legalesign
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
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add Google Sheets rows for new sent documents in Legalesign" and then click on "Automate".
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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 Legalesign integrations
Legalesign actions
Nekton can use any feature that is available in Legalesign API.
Using our advanced AI, you can easily create custom automations for Legalesign.
Here are some typical actions you can do in your automated workflows.
Create Download Document Url
Returns a document url.
Template Sender Fields
Find the templates sender fields.
Create a PDF Document Signature Request for a Single Signer
Creates and sends a new PDF Document Signature Request to a single signer.
Signer Fields
Return any Signer fields from a completed document.
New Signature Request Rejected
Triggers when a new document has been Rejected.
New Signature Request Signed
Triggers when a new document has been Signed.
About Legalesign
Legalesign is electronic signature software where you can receive updates of contract signing events linked to your CRM database and upload or download signed documents between Legalesign and your favourite software.