Send a client agreement from each new request
A new client request can start the agreement process automatically, so you can focus on the client instead of re-entering details.
Trigger
New Rows in Google Sheet
Simple polling trigger that monitors Google Sheets for new rows. Detects when new rows are added and returns the complete row data. Perfect for triggering any workflow based on new sheet entries.
Action
Create Envelope From Template
Creates and sends an envelope using a template. allows multiple recipients with different roles and routing orders.
Why this helps
Client requests sit in a spreadsheet while you manually prepare and send agreements, creating delays and follow-up work.
- Start the agreement process as soon as a new request is added.
- Use an existing DocuSign template and its recipient roles.
- Reduce manual re-entry between your request tracker and DocuSign.
Setup
Build it in a few focused steps.
- 1Connect Google Sheets and DocuSign once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what you want from any channel.
- 3In one instruction, say to create and send the appropriate existing DocuSign template for each new client request, using the information available in the row.
- 4Choose the Google Sheets New Rows in Google Sheet trigger and select where run reports should go.
- 5Test with one real request row and confirm the template and recipient details are correct.
Questions about this workflow
Does this create the agreement document from scratch?
No. It uses a DocuSign template that already exists in your account.
What if the row does not include the required recipient details?
Notis can only use information available to it. Include the details needed by the template in the row, or specify how incomplete requests should be handled.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Sheets to Docusign. A trigger fires from one place; an action lands in another.
Google Sheets triggers
Docusign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add contacts to contacts list
Adds multiple contacts to a user's contacts list in docusign. this endpoint allows for bulk addition of contacts with detailed information, including cloud provider details, phone numbers, email addresses, and notary-specific information. it's particularly useful for populating a user's address book efficiently or synchronizing contacts from external sources. the endpoint supports various contact types, including regular contacts, shared contacts, and signing groups. use this when you need to add or update multiple contacts simultaneously in a docusign account. note that while it can handle a variety of contact information, it does not provide functionality for removing or deactivating contacts.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Addemailoverridestoenvelope
Adds or modifies email override settings for a specific docusign envelope, allowing customization of the reply-to email address and name, as well as bcc email addresses for archiving purposes. this endpoint should be used when you need to change email settings for an individual envelope, overriding the account-level configurations. it's particularly useful for setting up specialized archiving or customizing the reply-to information for specific envelopes. note that these changes only affect email communications that occur after the addition is made, and the bcc feature is limited to users with appropriate permissions. for security reasons, additional signer authentication is recommended when using the bcc for email archive feature.
Aggregate Metric Changed
Triggers when an aggregate metric (SUM/COUNT/AVG/MIN/MAX) changes in a Google Sheets spreadsheet. This trigger monitors an aggregate calculation on a target column (optionally filtered by a search column/value) and fires when the calculated result changes.
Add envelope attachments
Adds one or more envelope attachments to a draft or in-process envelope in docusign. this endpoint allows developers to include additional files with an envelope that are not converted to pdf and are only accessible through the api. it's useful for attaching supporting documents or metadata files that should not be part of the main signing process. the endpoint supports up to 12 attachments per envelope, with a maximum file size of 50 mb each. note that these attachments are not visible in the docusign web application and are intended for programmatic use only.
Cell Range Values Changed
Triggers when values in a specified A1 range change in Google Sheets. This trigger monitors a specific cell or range of cells and fires when any values change.
Add existing brand to group
This endpoint adds one or more existing brands to a specified group in docusign. it allows users to associate multiple brands with a group, enabling customized branding for different groups within an account. the endpoint should be used when there's a need to update the brands associated with a particular group, such as when reorganizing branding strategies or expanding brand options for specific user groups. it's important to note that this endpoint only adds existing brands to a group and does not create new brands or modify brand details.
Conditional Format Rule Changed
Triggers when conditional formatting rules change in a Google Spreadsheet. Detects when rules are added, updated, or removed. Uses snapshot-based diffing to detect changes between polls.
Addfiletoworkspace
This endpoint adds a file to a specific folder within a docusign workspace. it allows users to upload and organize files in their docusign account, enabling better document management and collaboration. the method should be used when integrating file upload functionality with docusign workspaces, such as when adding new documents to a project or sharing files with team members. it's important to note that this endpoint only handles the file addition process and does not provide functions for file modification or deletion.
Data Validation Rule Changed
Triggers when data validation rules change (added/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.
Add members to signing group
This endpoint adds one or more new members to a specified signing group within a docusign account. signing groups allow multiple users to act as potential signers for a document, where any member of the group can sign on behalf of the group. this tool should be used when you need to expand or update the membership of an existing signing group. the endpoint allows you to add up to 50 members to a signing group, which is the maximum limit. when adding members, you must provide their email addresses and usernames. it's important to note that docusign recommends separating signer recipients and non-signer recipients (such as carbon copy recipients) into different signing groups to maintain clarity in the signing process.
Developer Metadata Changed
Triggers when developer metadata entries change (new/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.
Add new users to a specified account
This endpoint adds new users to a specified docusign account, allowing bulk creation of up to 500 users in a single call. it's ideal for quickly setting up multiple users with customized permissions and settings. the endpoint requires at least a username and email for each user, but supports additional configuration options. it returns detailed information about created users, including ids and status.
Filtered Range Values Changed
Polling trigger that monitors Google Sheets filtered ranges for value changes. Uses snapshot-based diffing to detect when values matching a data filter change. Emits the matched values when changes are detected.
Addorupdateaccountstamps
This endpoint allows you to add or update one or more account stamps in a docusign account. it provides a comprehensive way to manage signature and stamp settings, including image properties, user associations, and stamp-specific details. use this endpoint when you need to create new stamps or modify existing ones for an account. it's particularly useful for bulk operations on multiple stamps. note that this endpoint doesn't handle the actual process of signing documents, but rather manages the stamps available for use in the signing process.
Connect any two apps with Notis in the middle.
Google Sheets and Docusign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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