DocuSign and Smartsheet integrations and automations

Seamlessly connect DocuSign and Smartsheet. Automate workflows, and boost efficiency with Workato.

Rating

4.9

Pre-built

150+

integrations

Total

100+

active users

avg

2 min

to connect

Custom Connections

Available

via HTTP connector

Market leaders run on Workato

  • monday.svg
  • box.svg
  • hp-2.svg
  • atlassian.svg
  • cisco.png

Build Powerful Workflows, fast

Triggers

When this happens…

DocuSign
  • New document received
    New document received in DocuSign
  • New document event
    New document event in DocuSign
  • New recipient event Real-time
    New recipient event in DocuSign

    • Any other trigger you can think up

Smartsheet
  • New or updated row in a sheet Real-time
    New or updated row in a sheet in Smartsheet
  • New or updated row in report
    New or updated row in report in Smartsheet
  • New row in report
    New row in report in Smartsheet

    • Any other trigger you can think up

Actions

Do this…

DocuSign
  • Custom action
    Custom action in DocuSign (Custom)
  • Create draft envelope from template
    Create draft envelope from template in DocuSign
  • Create/send document
    Create/send document for signing in DocuSign
  • Download document
    Download document from DocuSign
  • Get envelope
    Get envelope in DocuSign
  • Get envelope recipients
    Get recipients for envelope in DocuSign
  • Get template
    Get template in DocuSign
  • List documents in envelope Batch
    List documents in DocuSign
  • List envelopes Batch
    List envelopes in DocuSign
  • List templates Batch
    List templates in DocuSign
  • Resend envelope
    Resend envelope in DocuSign
  • Send document using a template
    Send document using a template in DocuSign
  • Send envelope by ID
    Send envelope in DocuSign
  • Void envelope
    Void envelope in DocuSign

    • Any other action you can think up

Smartsheet
  • Custom action
    Custom action in Smartsheet (Custom)
  • Create row
    Create row in Smartsheet
  • Get row by ID
    Get row by ID in Smartsheet
  • Search rows Batch
    Search rows in Smartsheet
  • Update row
    Update row in Smartsheet

    • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation