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DocuSign + Zoho Sheet Integrations

Appy Pie Connect allows you to automate multiple workflows between DocuSign and Zoho Sheet

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About DocuSign

Docusign is cloud-based eSignature software with the most accurate and secure way to sign and send documents for business, legal, and medical use. Docusign is also used as a powerful workflow tool for eContracts, and e-invoicing.

About Zoho Sheet

Zoho Sheet is a cloud-based spreadsheet software that allows you to create, edit, share and collaborate on spreadsheets in real time.

Zoho Sheet Integrations

Best ways to Integrate DocuSign + Zoho Sheet

  • DocuSign DocuSign

    Zoho Sheet + DocuSign

    Send Envelope in DocuSign when New Workbook is created in Zoho Sheet Read More...
    Close
    When this happens...
    DocuSign New Workbook
     
    Then do this...
    DocuSign Send Envelope
  • DocuSign DocuSign

    Zoho Sheet + DocuSign

    Create Signature Request to DocuSign from New Workbook in Zoho Sheet Read More...
    Close
    When this happens...
    DocuSign New Workbook
     
    Then do this...
    DocuSign Create Signature Request
  • DocuSign DocuSign

    Zoho Sheet + DocuSign

    Send Envelope in DocuSign when New Worksheet is created in Zoho Sheet Read More...
    Close
    When this happens...
    DocuSign New Worksheet
     
    Then do this...
    DocuSign Send Envelope
  • DocuSign DocuSign

    Zoho Sheet + DocuSign

    Create Signature Request to DocuSign from New Worksheet in Zoho Sheet Read More...
    Close
    When this happens...
    DocuSign New Worksheet
     
    Then do this...
    DocuSign Create Signature Request
  • DocuSign DocuSign

    Zoho Sheet + DocuSign

    Send Envelope in DocuSign when New Row is created in Zoho Sheet Read More...
    Close
    When this happens...
    DocuSign New Row
     
    Then do this...
    DocuSign Send Envelope
  • DocuSign {{item.actionAppName}}

    DocuSign + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect DocuSign + Zoho Sheet in easier way

It's easy to connect DocuSign + Zoho Sheet without coding knowledge. Start creating your own business flow.

    Triggers
  • New Row

    Triggers when a new row is created in a specified worksheet.

  • New Workbook

    Triggers when a new workbook is created.

  • New Worksheet

    Triggers when a new worksheet is created in a specified workbook.

  • Updated Column

    Triggers when the value of a particular column is set on both new and updated rows. The corresponding row data is returned along with this trigger.

    Actions
  • Create Signature Request

    Create Signature Request

  • Send Envelope

    Send Envelope

  • Create Row

    Creates a new row in the specified worksheet.

  • Create Worksheet

    Creates a new worksheet in the specified workbook.

  • Delete Row

    Deletes a particular row based on its index.

  • Search Row

    Searches for a row/record in the specified worksheet based on some criteria.

  • Search and Delete Row

    Searches and then deletes a row based on some criteria

  • Search and Update Row

    Searches and then updates a row based on some criteria.

  • Update Row

    Updates a particular row based on its index.

How DocuSign & Zoho Sheet Integrations Work

  1. Step 1: Choose DocuSign as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Zoho Sheet as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from DocuSign to Zoho Sheet.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of DocuSign and Zoho Sheet

DocuSign?

DocuSign is an e-signature service provider that was founded in 2004 by Keith Krach. DocuSign has over 250,000 businesses and 500 million users who use the service to sign and send documents online. DocuSign has a global footprint with offices in the United States, Canada, Europe, Asia, and Australia. DocuSign also has a few acquisitions including PostageOnWeb (2004), ActiveCampaign (2006), and Nintex (2015.

Zoho Sheet?

Zoho Sheet is a spreadsheet app that was founded in 2005 by Sridhar Vembu. Zoho Sheet has over 400 million users who utilize the service to manage their spreadsheets. Zoho Sheet is a cloud-based service that allows people to access their spreadsheets from anywhere. In addition to spreadsheets, Zoho Sheet offers other apps such as “Zoho Invoice” for invoicing and “Zoho Showroom” for managing inventory in your store.

Integration of DocuSign and Zoho Sheet

Integration between DocuSign and Zoho Sheet allows users to seamlessly send documents from DocuSign to Zoho Sheet for analysis or review purposes. This integration allows users to not only receive tasks in their inbox but also complete them without having to check multiple services. For example, you can send an invoice or expense report to multiple people for approval using one platform. As you can see in the graphic below, you can easily integrate between DocuSign and Zoho Sheets by fplowing a few simple steps:

Step 1. To integrate between the two platforms, users must first create an account on DocuSign. After creating an account, users should be able to see how many recipients are currently utilizing DocuSign. In order to integrate DocuSign with Zoho Sheets, users must simply click “Add Zoho Sheet” as shown below:

Step 2. If you are not already signed into your Zoho Sheet account, you will be asked to do so. After signing into your Zoho Sheet account, you will be asked if you would like to allow DocuSign to link with your sheet as shown below:

Step 3. After allowing the integration, you will be provided with a link that will take you back to your Zoho Sheet account where users will be able to view any information sent from DocuSign. In this example, we can see that a new task was added to the “Ideas” fpder for processing as shown below:

Benefits of Integration of DocuSign and Zoho Sheet

After integrating the two platforms, there were a few benefits that I noticed immediately. The best benefit was being able to go back and forth between the two platforms while completing tasks. In addition to going back and forth between the two platforms, there were two other benefits that I found useful during my integration process:

  • Automated Task Creation – One of the most useful features of integration was being able to automatically create tasks in your Zoho Sheet after sending an email from DocuSign. This feature made it possible for me to quickly add tasks to my calendar without having to create them manually.
  • Email Notifications – Another beneficial feature of integration was being able to receive email notification when I received tasks in my email inbox. Since DocuSign allows you to add tasks to your calendar through email notifications, this feature allowed me to add these tasks directly to my calendar without having to visit another website or app. Here is an example of what the email looks like when you receive a task through DocuSign:

The process to integrate DocuSign and Zoho Sheet may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.