All Google Drive integrationsIntegration

Google Drive and DocuSign

Start a workflow in one and act in the other, with every step on the record. Ask your AI for it, or build it yourself.

Start FreeConnect your AI
Google Drive steps
13
DocuSign steps
10
template
1

Ideas for Google Drive and DocuSign

Each one is a real trigger and action. Ask your AI for any of them, in your own words, and it builds the workflow.

  • WhenNew fileThenCreate draft envelope
  • WhenEnvelope completedThenUpload file
  • WhenFile updatedThenSend envelope
  • WhenEnvelope completedThenMove file
  • WhenNew fileThenSend from template
  • WhenEnvelope completedThenCreate folder

Templates that use Google Drive and DocuSign

File signed contracts

When a DocuSign envelope is fully signed, saves the PDF to Drive, lists it in a sheet and tells the team.

What each app adds

Google Drive

Triggers

  • New fileRuns when a new file is added to Google Drive.
  • File updatedRuns when a file in Google Drive is changed: edited, replaced or renamed.

Actions

  • Search filesFind files by words in their names or indexed contents, across My Drive and shared drives. No file link is needed. Returns file names and links; use Read file to answer questions from their contents. Gets one page; to see more, run it again with the next page it gives.
  • Read fileRead the text of a Google Doc, presentation, spreadsheet's first tab, PDF, Word document or text file, so later steps can use it. Use a link from Search files or a sharing link. Does not change the file. To keep the file itself, use Download file. Up to 10 MB. A long text is read in parts: to read on, run it again from where it stopped.
  • Upload fileUpload a file to Drive and return a link to it.
  • Duplicate fileDuplicate a file in its own folder and return a link to the duplicate.
  • Delete fileDelete a file from Drive.
  • Move fileMove a file to a different folder.
See all 13 on the Google Drive page

DocuSign

Triggers

  • Envelope completedRuns when everyone has signed an envelope, with its ID and subject, ready for 'Download signed documents'. Envelopes already completed when the workflow is turned on don't start it. How often it checks follows your workspace plan.

Actions

  • List envelopesList the documents you have sent for signature (DocuSign calls these envelopes), newest first. You can narrow the list by status or start date.
  • Create draft envelopePrepare a draft envelope with your documents and signers. The draft is not sent yet; use 'Send envelope' when it is ready.
  • Send envelopeSend a draft envelope to its recipients for signature.
  • Get envelope statusCheck where an envelope is in the signing process (for example sent, delivered, or completed).
  • Void envelopeCancel an envelope that has already been sent so it can no longer be signed. You must give a reason.
  • List templatesList the reusable envelope templates in your DocuSign account, optionally filtered by name.
See all 10 on the DocuSign page

How to connect Google Drive and DocuSign

  1. Connect your AI

    Add Lodol to Claude, ChatGPT, Cursor or any MCP tool in one step, or open the editor.

  2. Connect Google Drive and DocuSign

    Sign in to each once in your workspace. Their keys are encrypted and used by name.

  3. Describe it, then turn it on

    Say what should happen, and when. Try a run, then turn it on; every run is traced.

Questions about Google Drive and DocuSign

Yes. Connect each app once in your Lodol workspace and any workflow can use both: 11 actions and 2 triggers in Google Drive, and 9 actions and 1 trigger in DocuSign.

Ask Claude, ChatGPT, Cursor or any AI tool connected to Lodol, in your own words, and it builds the workflow in your workspace. Or add the steps yourself in the visual editor, or start from one of the 1 template that already use both.

Free includes 100 runs a month. Builder starts at $18 a month for 2,500 runs and Pro at $120 for 10,000, and every plan has unlimited seats. A run counts once, however many steps it takes.

Connect Google Drive and DocuSign.

Ask for it in Slack, Claude or ChatGPT. Lodol does it every time, and tells you if anything breaks.

Start FreeSee Pricing

Free plan, no credit card