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  • Docusign Integration - How to search google sheets for groups of tenants to send document to

I am trying to use Zapier’s google sheets and Docusign integrations to automate part of my new tenant and lease renewal workflows.

A big part of that is sending the leases to groups of tenants whose applications have been accepted. My current problem is figuring out how to automate the filling of the Docusign fields for multiple tenants.

Currently each row in my google sheet represents a completed rental application. And there are up to 5 tenants per unit. I don’t currently have a way to assign a unique identifier to each group of tenants in g-sheets. But I do have a group of co-applicant names (example attached) for each applicant.

Is there a way to search for and find all rows that have those names, and fill the Docusign fields with the data in the found rows? Or is there a better way to organize my google sheet to better facilitate the workflow?

Best,

Songstays

 

Hi ​@Songstays,

 

Welcome to the Community.

 

To automate filling Docusign fields for multiple tenants, reorganize your Google Sheets by having one tenant per row with a unique identifier (lease ID). Set up a Zap that triggers when a new row is added and fills Docusign fields based on the data. Create a multi-step Zap for multiple tenants to search for rows with the same identifier, gather tenant data, and send the lease to Docusign. Testing your Zaps is crucial to ensure everything works smoothly.

 

I hope this helps. Let me know if you have any other questions.

Hi ​@JammerS thanks for your reply! I’ve edited my sheet so that each lease group has a unique identifier. I’ve set up filtering based on applications that have both been accepted and have not yet had leases sent to them.

Do you have advice on how to loop through all the remaining application rows and returning groups of rows with duplicate identifiers?

For example. It is possible that I need to send out leases to two tenant groups for two different locations (attached image example). Would I have to write a loop that goes through the rows and for each unique ID create a separate array that all other rows with duplicate ID get added to?

Then I could for each array pull the name and contact information to add to the lease package.

Is there an existing action that would be more straightforward than this? I am somewhat familiar with coding but not super familiar with creating a custom action in Zapier, does it use JavaScript?

Best,

Songstays

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