Docusign + Google Drive + PracticePanther Legal Software Integrations
How to connect Docusign + Google Drive + PracticePanther Legal Software
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Do even more with Docusign + Google Drive + PracticePanther Legal Software
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Docusign, Google Drive, and PracticePanther Legal Software. And don’t forget that you can add more apps and actions to create complex workflows.
Click Agreed
Triggers when a recipient accepted a clickwrap agreement.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Events to MonitorRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Navigator Agreement (For IAM Plans)
Triggers when a new Navigator agreement is created. Only available for Docusign IAM Plans.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planMaestro Workflow Completed (For IAM Plans)
Triggers when a Maestro workflow completes. Only available for Docusign IAM Plans.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Maestro Workflow Started (For IAM Plans)
Triggers when a Maestro workflow starts. Only available for Docusign IAM Plans.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Identity Verification Pending
Triggers when a signer completed the identity verification process for an eIDAS-compliant Qualified Electronic Signature (QES), but the result is still pending.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Folder
Triggers when a new folder is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew User Added to Workspace (For IAM Plans)
Triggers when a new user is added to a workspace. Only available for Docusign IAM Plans.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planAdd certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.SMS Opt-Out
Triggers when a recipient opted out of receiving SMS notifications for an envelope.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Template Deleted
Triggers when a template is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Workspace Documents (For IAM Plans)
Fetches documents from a workspace for selection. Only available for Docusign IAM Plans.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planBulk List IDRequired
Role NameRequired
NameRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Bulk List IDRequired
TemplateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TemplateRequired
Email Subject
Email Blurb
Recipient Email
Recipient Name
Recipient Role
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template NameRequired
Description
Email Subject
Email Message
Document
Document Name
Recipient Type
Delivery Method
Email
Phone Number
Name
Role Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Delete Document From Workspace (For IAM Plans)
Removes a document from a workspace permanently. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Brand ID
Email Subject
Email Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Envelope IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find Documents in Workspace (For IAM Plans)
Lists and searches documents within a specific workspace. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Navigator Query Result (For IAM Plans)
Fetches a list of detailed agreements based on a query. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Resume Maestro Workflow Instance (For IAM Plans)
Resumes a paused workflow instance. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.List Envelopes in Workspace (For IAM Plans)
Lists all envelopes created from a workspace. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WebformRequired
Link TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Revoke Workspace User Access (For IAM Plans)
Removes a user's access to a workspace. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Bulk List IDRequired
TemplateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Workspace User (For IAM Plans)
Updates a user's role or status in a workspace. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find Navigator Agreement (For IAM Plans)
Finds Navigator agreements that match the search criteria. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.SearchFind existing data in your appFileRequired
Convert to Document?
File Name
Drive
Folder
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
Folder
FileRequired
Export FormatRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
Parent Folder
Folder NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
Folder
File NameRequired
File ContentRequired
Convert to Document?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
Folder
File to ReplaceRequired
FileRequired
Convert to Document?
File Name
File Extension
Idempotency Key
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
File IdRequired
Sharing PreferenceRequired
Organization Domain
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
Copy
Folder
File
Name
Description
Starred
Folder Color (RGB)
Custom Properties
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Retrieve Files from Google Drive
This action sends a GET request to the Google Drive API to retrieve a list of files based on specific query parameters.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
Folder
File IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFolder NameRequired
Search Type
Drive
Parent Folder
ActionThis is an event a Zap performs.SearchFind existing data in your appFolder NameRequired
Search Type
Drive
Parent Folder
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Bank Account
Get Bank Accounts.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planContact
Matter
Tag
Assigned To
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planMatter
Billed By
Expense Category
Contact
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planAssigned To
Contact Tag
Matter Tag
Status
Contact
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planContact
Matter
Status
Tag
Assigned to User
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew User
Triggers when a new user is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planTypeRequired
NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.From - Email AddressRequired
To - Email AddressRequired
To - Display Name
SubjectRequired
DateRequired
Contact
Matter
BodyRequired
From - Display Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact
Quantity
MatterRequired
DateRequired
Price
Billable?Required
Description
Billed By
Category
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
RateRequired
Code
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DateRequired
SubjectRequired
UserRequired
Contact
Matter
Note
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
MatterRequired
Billed ByRequired
Billable?Required
DateRequired
Hourly Rate
Description
Hours
Item
Private Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact
Search TextRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch TextRequired
UserRequired
Company Name
Tags
First Name
Middle Name
Last Name
Email
Mobile #
Home #
Office #
Fax #
Address Street 1
Address Street 2
Address City
Address State/Province
Address Zip/Postal Code
Address Country
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Click Declined
Triggers when a recipient declined a clickwrap agreement.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Navigator Agreement (For IAM Plans)
Triggers when an existing Navigator agreement is updated. Only available for Docusign IAM Plans.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planMaestro Workflow Failed (For IAM Plans)
Triggers when a Maestro workflow fails. Only available for Docusign IAM Plans.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Identity Verification Completed
Triggers when a decision has been made regarding the signer's identity verification check for an eIDAS-compliant Qualified Electronic Signature (QES) and they have been notified. If the signer's identity verification check resulted in a failure, the event message includes the specific error codes indicating why it was unsuccessful.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Polling Interval
Status
Return only envelopes I created?
Add certificate of completion?
Include documents?
Include recipients?
Include custom fields?
Download form data?
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Workspace (For IAM Plans)
Triggers when a new workspace is created. Only available for Docusign IAM Plans.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planAdd certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.SMS Opt-In
Triggers when a recipient opted in to receiving SMS notifications for an envelope.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Template Created
Triggers when a template is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Template Modified
Triggers when a template is modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Add Document to Workspace (For IAM Plans)
Uploads and adds a document to a workspace for organization and collaboration. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Add User to Workspace (For IAM Plans)
Adds a user to a workspace with specified permissions. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.List NameRequired
Role NameRequired
NameRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Envelope From Workspace (For IAM Plans)
Creates an envelope associated with the workspace. Envelope recipients will automatically be granted Participate access to the workspace. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Workspace (For IAM Plans)
Creates a new workspace for organizing documents, participants, and agreement workflows. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Envelope IDRequired
Document IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template ID
Brand ID
Email Subject
Email Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find Workspaces (For IAM Plans)
Searches for workspaces by name. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Cancel Maestro Workflow Instance (For IAM Plans)
Cancels a running workflow instance. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Pause Maestro Workflow Instance (For IAM Plans)
Pauses a running workflow instance. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Trigger Maestro Workflow (For IAM Plans)
Triggers a Maestro workflow. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.List Users in Workspace (For IAM Plans)
Lists all users in a workspace with their roles and permissions. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Restore Workspace User Access (For IAM Plans)
Restores a user's access to a workspace by re-adding them. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TemplateRequired
Render Template TabsRequired
Email Subject
Email Blurb
Recipient Email
Recipient Name
Recipient Role
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template IDRequired
Template NameRequired
Description
Email SubjectRequired
Email Message
DocumentRequired
Document Name
Recipient Type
Delivery Method
Email
Phone Number
Name
Role Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Envelope IDRequired
Void ReasonRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find Maestro Workflow (For IAM Plans)
Finds Maestro workflows that match the search criteria. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Maestro Workflow Instance (For IAM Plans)
Finds Maestro workflow instances for a specific workflow. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
Folder
Include Subfolders?
Subfolder Depth Limit
Include Deleted Files?
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planDrive
Folder
FileRequired
Confirm deletionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
Folder
FileRequired
Convert to Document?
File Name
File Extension
Idempotency Key
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Drive
FolderRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
Folder
FileRequired
Email Address
Permission ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Shared Drive NameRequired
Theme ID
Color RGB
Background Image File ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Drive
Folder
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
Folder
File to Replace
File/Folder Name
Rename Folder?
Extension Copy
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Delete File
This action will delete a file in Google Drive. You will need to provide the file ID.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
File or Folder IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFilenameRequired
Search Type
Drive
Folder
File Types
ActionThis is an event a Zap performs.SearchFind existing data in your appFilenameRequired
Search Type
Drive
Folder
File Types
FileRequired
Convert to Document?
File Name
File Extension
Idempotency Key
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundContact
Matter
Tag
Assigned To
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planContact
Matter
Tag
Assigned to User
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Expense Category
Triggers when a new expense category is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Item
Triggers when a new item is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planContact
Matter
Status
Tag
Assigned to User
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planUserRequired
Company Name
Tags
First Name
Middle Name
Last Name
Email
Mobile #
Home #
Office #
Fax #
Address Street 1
Address Street 2
Address City
Address State/Province
Address Zip/Postal Code
Address Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Date/TimeRequired
DurationRequired
DirectionRequired
UserRequired
Contact
Matter
Notes
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Start Date/TimeRequired
End Date/TimeRequired
All Day Event?Required
UserRequired
Matter
Contact
Notes
Location
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
Matter NameRequired
StatusRequired
UserRequired
Matter Number
Notes
Statute of Limitations Date
Open Date
Close Date
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
SubjectRequired
Contact
Matter
Status
Notes
Due Date
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search TextRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appEmail AddressRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appContact
Search TextRequired
ContactRequired
Matter NameRequired
StatusRequired
UserRequired
Matter Number
Notes
Statute of Limitations Date
Open Date
Close Date
Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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How Docusign + Google Drive + PracticePanther Legal Software Integrations Work
- Step 1: Authenticate Docusign, Google Drive, and PracticePanther Legal Software.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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