In this article, we will show you how to connect DocuSign to Google Forms in just a few clicks. Simply follow the steps below.
To connect DocuSign to Google Forms, you can use the automation platform Zapier, which allows you to create workflows between these two services without needing to code. Here's how to set it up:
If you don’t have a Zapier account, go to Zapier's website and sign up. You can start with a free plan which offers limited zaps (automated workflows). If you already have an account, just log in.
From your Zapier dashboard, click on Create > Zaps.
It’s helpful to name your Zap something descriptive related to its function, such as "Google Forms to DocuSign".
Search for and select "Google Forms" as the trigger app.
Select "New Form Response" as the trigger event. This means your Zap will run each time a new response is submitted.
You’ll be prompted to connect your Google account to Zapier. Follow the on-screen instructions to authorize Zapier to access your Google Forms data.
Choose the specific Google Form and worksheet you want to monitor for new entries.
Search for and select "DocuSign" as the action app.
Select an action like "Send Envelope Using Document". This action will occur each time the trigger event happens.
Connect your DocuSign account to Zapier by entering your DocuSign login credentials and granting necessary permissions.
Configure the details of the DocuSign action, such as specifying the template to use, setting up recipients based on the form data, and mapping form fields to the DocuSign document.
Zapier will prompt you to test the trigger to ensure it’s pulling data from Google Forms correctly. After the trigger test is successful, you will test the DocuSign action to confirm that it interacts with DocuSign as expected.
Once testing is complete and you’re satisfied with the setup, publish the Zap. It will now run automatically whenever there's a new response in your Google Form.
If your workflow changes or you need to adjust how responses are handled, you can go back and edit your Zap settings at any time.
We hope that you now have a better understanding on how to connect DocuSign to Google Forms. If you enjoyed this article, you might also like our article on how to troubleshoot the server rejected error in Google Forms and our employee satisfaction survey for Google Forms.
