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Google Sheets to DocuSign Automations

MESA is the most flexible way automate Google Sheets to DocuSign. Easily add workflows to simplify your work.

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Top companies trust MESA to automate the work that runs their business.

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Build your own workflows.

MESA helps you make workflows that keeps your business running. A trigger is the event to start a workflow then, actions are performed.

Why automate Google Sheets to DocuSign?

Google Sheets to DocuSign automations get more done in less time. Automate the everyday tasks holding back your potential growth.

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Automate Your Order Tracking

By integrating Google Sheets with your Shopify store, every new order will automatically appear in a designated spreadsheet. You'll gain immediate insights into sales, order statuses, and customer information, allowing you to stay on top of your orders and streamline your shipping process.

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Sync Your Inventory in Real-Time

Link your Shopify's inventory data with Google Sheets to create a live inventory dashboard. Whenever you make a sale or adjust your stock in Shopify, your Google Sheets will automatically reflect these changes. This ensures accurate stock levels across different platforms and helps prevent overselling.

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Personalize Your Marketing

Import customer data into Google Sheets to create specific segments based on purchase history or preferences. Create targeted email campaigns, personalized offers, or reward programs that resonate with customers. Make your marketing efforts more effective and engaging.

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Gain Insights with Financial Reporting

Connect your Shopify store's financial data with Google Sheets to create tailored financial reports. Feed sales, revenue, expenses, taxes, and profit into Google Sheets, where you can apply your specific calculations and analyses. It’s an excellent tool to understand your financial performance and identify trends that impact your bottom line.

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Collaborate on Your Product Catalog

Utilize Google Sheets as a central hub to manage your product catalog. With a direct connection to Shopify, any changes made in Google Sheets (like price updates or new product additions) are instantly mirrored in your store. This enables you and your team to work together on product management more seamlessly.

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Secure Contracts for Wholesale Orders

If you manage B2B sales through your Shopify store, integrating with DocuSign can facilitate seamless and legally-binding contract signing. You can send, track, and manage all agreements digitally, speeding up the sales process and enhancing your clients' trust.

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Employment Agreements

Planning to hire for your online store? With DocuSign, you can automate the signing of employment contracts. As soon as you hire someone, the relevant documents can be sent for signature directly from your Shopify dashboard, ensuring a smooth onboarding process.

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Supplier Agreements

Manage and sign all your supplier agreements digitally. As you add new products to your Shopify store or negotiate terms with suppliers, having an integrated system with DocuSign allows for fast and secure handling of these essential documents.

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Customer Agreements

For specialized products or services that require specific customer agreements, you can set up automated workflows that send the necessary documents to customers for digital signing after purchase. This provides a professional touch and ensures legal compliance.

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Record Keeping & Compliance

By having all your signed documents integrated into your Shopify system, you have a unified and secure place to manage all legal records. This not only makes it easier to find and access documents when needed but also aids in compliance with legal and regulatory requirements.

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How MESA works

MESA helps you connect two or more apps to handle repetitive tasks automatically, no code necessary.

Step 1.

Start with a trigger

Select a trigger that sets your workflow in motion.

This could be anything from a new order in your Shopify store to a customer signing up for your newsletter.

Triggers are the starting points that tell MESA when to act.

Step 2.

Add an action

Next, choose the action that should follow the trigger.

Actions are the tasks that MESA will perform automatically, such as sending a confirmation email or updating your product inventory.

Linking actions to triggers is how you build a seamless workflow process.

Step 3.

Personalize

Make your workflow even more flexible using built-in apps.

Customize your automation with tools that match your specific needs, whether it's scheduling theme changes or syncing with your CRM.

Personalization ensures your workflows fit your unique business requirements.

All set!

You just made a workflow

Finally, enable your workflow. You've just automated a task that will save you time and reduce manual effort.

With MESA, complex processes become simple, freeing you up to focus on what matters most—growing your business.

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