How to automatically share a Google Sheets spreadsheet for a newly signed envelope on Signeasy

Relay.app is an automation tool that lets you automate actions across Google Sheets, Signeasy, and many other apps. In this guide, we'll show you how to automatically share spreadsheet in Google Sheets for each envelope signed in Signeasy using Relay.app.
Signeasy logoSigneasy > Google Sheets
Trigger
Last triggered
Signeasy logoEnvelope signed
Google Sheets logoShare spreadsheet
1

Create your playbook and set the Signeasy trigger as "Envelope signed"

After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.

To setup this playbook, click "Add trigger" and then select "Envelope signed" under Signeasy. Then, select details like the name. This will allow your playbook to automatically detect the newly signed envelope in Signeasy and initiate necessary actions.

If this is your first time using a Signeasy integration in Relay.app, a prompt will guide you through the connection process.

2

Add the "Share spreadsheet" in Google Sheets automation

Integrate the Google Sheets automation into your playbook to ensure the prompt sharing of the Google Sheets spreadsheet when a new envelope has been signed in Signeasy.

Click the "Add step" button, then locate the "Share spreadsheet" automation for Google Sheets and input the mandatory and relevant details.

If your Google Sheets account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Google Sheets account.

3

Activate your Relay.app playbook

Activating your playbook is the final step to automate the sharing of a Google Sheets spreadsheet. Once turned on, it will respond to each newly signed envelope in Signeasy by sharing a Google Sheets spreadsheet without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.

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