Logging HelloSign signature requests in a Google Sheets spreadsheet
If you want to record your HelloSign signature requests in a Google Spreadsheet, you can do that using Zapier.
You will need:
To connect your HelloSign account to Zapier, you must have an active HelloSign API account, and you will need at least one active template set up. For more on getting started with HelloSign, including information on how to create a new template, start here. To learn more about getting started with HelloSign on Zapier, check here.
- Choose your HelloSign account from the list of accounts, or connect a new account.
- Choose your Google Sheets account from the list of accounts, or connect a new account.
- Choose both the Spreadsheet you created for your HelloSign entries, and the Worksheet.
- Click Save + Finish.
Now test the Zap to make sure it works. Once you’re satisfied with the results, your new signature requests in HelloSign will be automatically added as a new row in your designated Google Spreadsheet.
Note: if you ever want to change this HelloSign and Google Sheets integration, just go to your Zapier dashboard and tweak anything you’d like.