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How do I set up an automation?

Automatically send data to Google Drive or Google Sheets upon agreement completion!

When building a link you can now seamlessly integrate with Google Sheets and Google Drive.

Google Drive

  • Simply click Google Drive, login to your Google account, and then select the Folder where you want the agreement data to go.
  • A copy of the completed agreement PDF will be saved in the Drive folder of your choice.
  • You can select folders from your own drive, or even folders shared with you.
Watch a one-minute walk through of setting up a Google Drive integration:

Google Sheets

  • Simply click Google Sheets, login to your Google account, and then select the Sheet where you want the agreement data to go.
  • A record (row) will be created in the sheet once the agreement has been completed that will include input values as well as metadata.

Watch a quick walk through of setting up a Google Sheets integration: