How to Connect a Google Form to Docusign Using Zapier

Описание к видео How to Connect a Google Form to Docusign Using Zapier

In this video, I explain how I used Zapier to connect a google form to my docusign. I set up my Zap so that when I fill out my google form, Docusign automatically sends a packet to the people listed in the google form. It's hard to explain, but iykyk, and if you're trying to use Zapier to connect these two apps, this is the video for you!

As a realtor, I'm specifically using this automation to automatically send Buyer Brokerage Agreements through docusign to all parties for signature.

Steps:
1. Create a Google Form
2. Create a DocuSign Template
3. Create a Zap through Zapier that will connect these two
4. Test Zap

Overview of our automation: 00:00 - 00:34
Making the Google Form: 00:35 - 03:36
Creating a Template in DocuSign: 03:37 - 08:30
Creating a Zap in Zapier: 08:40 - 14:59
Testing Zap: 15:00 - 18:24
Signing The Forms & Viewing Completed Documents: 18:25 - 22:05

Комментарии

Информация по комментариям в разработке