How to automatically save a signed Signeasy envelope in Google Drive

Once you have finished creating your playbook, the next step would be to begin with the first action. A playbook always starts with a trigger, which is responsible for detecting changes in your connected applications and responding accordingly.

Add the Signeasy trigger to initiate your playbook's actions every time an envelope is signed in Signeasy. Click "Add trigger" in your playbook and choose "Envelope signed" from the dropdown menu under Signeasy. This will allow your playbook to automatically identify newly signed envelopes and trigger necessary actions.

If you still need to connect your Signeasy account to Relay.app yet, a prompt will guide you through the process.

Integrate Signeasy and Google Drive automation into your playbook to ensure the prompt upload of a file to Google Drive every time an envelope is signed in Signeasy.

To do this, click on the "Add step" button and then add the steps "Download signed envelope" in Signeasy and "Upload file" in Google Drive. Input all the mandatory and relevant details as required.

In case your Google Drive account is not yet connected to Relay.app, you will be prompted to complete that connection. Ensure you allow the necessary permissions for Relay.app to sync with your Google Drive account.

Activating your playbook is the last step in the process. Once you turn it on, it will automatically upload a file to Google Drive every time an envelope is signed in Signeasy without requiring manual intervention.

To activate your playbook, click the toggle button at the header. Before activating, we recommend performing a test run of your playbook to ensure all the steps work seamlessly together.