Automatically create a Google Task when a customer completes their DocuSign envelope
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Other popular DocuSign workflows and automations
- Create DocuSign signature requests for new rows in Google Sheets
- When a Zoom call ends, create a signature request in DocuSign
- When a Google Form is completed, send the respondent a Docusign signature request
- When a new Pipedrive activity is scheduled, create the a new signature request in DocuSign
- Receive a phone call whenever a Docusign envelope is completed
- Create DocuSign signature requests from new responses in Google Forms
- Set a reminder in iOS Reminders to follow up whenever a Docusign envelope is sent
- Send a text message to a number when a Docusign envelope is completed
Useful DocuSign and Google Sheets integrations
Triggers (If this)
- New spreadsheet added to folderThis trigger fires when a new spreadsheet is added to a Google Drive folder you specify. Note: only works for spreadsheets created after the Applet turned on.
- Envelope sentThis trigger fires when an envelope is sent.
- New worksheet in spreadsheetThis trigger fires when a new worksheet is added to a spreadsheet you specify.
- Envelope completedThis trigger fires when an envelope is completed.
- New row added to spreadsheetThis trigger fires when a new row is added to a spreadsheet you specify.
- Cell updated in spreadsheetThis trigger fires when a particular cell is updated within the spreadsheet you specify.
Queries (With)
- Current values of a rowThis query returns the current values in a given row. Values from columns A-Z are available as ingredients.
- Current value of a cellThis query returns the current value of a single cell in your spreadsheet.
- History of rows added to spreadsheetThis query returns a list of when a new row is added to a spreadsheet you specify.
- History of when Cell was updated in spreadsheetThis query returns a list of when a particular cell was updated within the spreadsheet you specify.
- History of spreadsheets added to folderThis query returns a list of when a new spreadsheet is added to a Google Drive folder you specify. Note: only works for spreadsheets created after the Applet turned on.
- History of worksheets in spreadsheetThis query returns a list of when a new worksheet is added to a spreadsheet you specify.
Actions (Then that)
- Add row to spreadsheetThis action will add a single row to the bottom of the first worksheet of a spreadsheet you specify. Note: a new spreadsheet is created after 2000 rows.
- Create signature requestThis action will create a new signature request from a template.
- Update cell in spreadsheetThis action will update a single cell in the first worksheet of a spreadsheet you specify. Note: a new spreadsheet is created if the file doesn't exist.
DocuSign and Google Sheets resources
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