Google Forms + DocuSign Integration
Create and Send DocuSign Envelopes on Google Form Submissions
You can integrate Google Forms with DocuSign using Form Director. Form Director enables you to connect Google Forms with DocuSign, allowing you to Send DocuSign Envelopes based on form responses.
When a user submits a Google Form, the responses are automatically sent to DocuSign accordingly.
Form Director is a Google Workspace add-on that directs data submitted from Google Forms to applications like Google Docs, Forms, Sheets, Contacts, Calendar, Tasks, Email, Trello, Slack, QuickBooks etc.
Installation:
It is available in the Google workspace Marketplace.
Please check installation instructions to install the add-on.
DocuSign is a comprehensive platform designed to streamline your document management processes and enhance your organization's efficiency.
With DocuSign, you can easily create, send, and electronically sign documents, reducing paperwork and accelerating workflows. Whether you need to collect signatures, automate document approvals, or manage contracts, DocuSign offers a user-friendly solution that simplifies document handling and helps you stay organized.
Choose DocuSign from the list of apps
Name your service
Choose Create and send the envelope under services
Mention the required Integration Key.
Mention the required Secret Key.
To obtain your Integration Key and Secret Key, you will need to register your application with DocuSign Developer. Please follow the link below for a step-by-step guide on how to register your app with DocuSign:
Register Your App with DocuSign
Here are the key details you'll need for your integration:
Integration Key: Your Integration Key
Secret Key: Your Secret Key
Redirect URI: https://script.google.com/macros/d/1zsfEhZJWugBDNNS4aolDdHD8tWholgRfHZ4SXKEqvJc-l3cj5S1xpvQ8/usercallback
Origin URLs: https://script.google.com
Allowed HTTP Methods: GET, POST, PUT
These keys and settings are essential for a successful integration with DocuSign. Please ensure that you follow the registration process carefully to set up your app correctly.
Click on 'Connect to DocuSign' to authorize with DocuSign
Choose a Template from the DocuSign Template List
Click Setup Mapping and setup the mapping.
Click on the add icon to add new mapping
Once you have done mapping you can save the service
Note : Mapping should be done between app field and form field of same type.
Notify your audience with success or error notifications.
Switch on Send Email to send email during execution.
Send your own customized emails on form submission to your audience.
Click Pick Drive Files to attach files to Email.
Save service
You are all set to create and send the envelope on your Google Form submission.
Submit the Google Form