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Connect Docusign to Smartsheet like Magic

How to Use Magical to Transfer Data from Docusign to Smartsheet
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Transfer Data from Docusign to Smartsheet: A Step-by-Step Guide

With Magical, you can transfer data from Docusign to Smartsheet in seconds – no complex integrations or code required. In this post, we'll discuss what Magical is, how to install it, and how to use Magical to transfer data from Docusign to Smartsheet, helping you streamline your workflow and optimize your project management processes.

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What Docusign data can you transfer

Magical enables you to transfer a wide array of data from Docusign to Smartsheet. Here are some examples of the information you can extract:

Document Name
Signer Name
Signer Email
Document Status
And move more types of information by creating your own custom labels.

How to Transfer data from Docusign to Smartsheet using Magical?

Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Docusign to Smartsheet for more efficient project management. Follow these steps:

  1. Sign in to your Docusign account and open the document containing the data you want to transfer, such as document name, signer name, and document status.
  2. In Docusign, label the information you want to transfer with Magical, like Document Name, Signer Name, or Document Status.
  3. Sign in to your Smartsheet account and open the sheet where you want to add the Docusign data.
  4. Type "//" in an empty field and select the information you want to transfer from Docusign such as Document Name, Signer Name, etc.
  5. The next time you fill out a sheet, Magical will automatically transfer all the fields into the form with one click.

About Docusign and Smartsheet

Efficient data transfer in project management is crucial to maintaining project timelines and ensuring all stakeholders are updated. Docusign is a powerful e-signature platform and Smartsheet is a robust project management solution. Combining the capabilities of these two platforms can significantly enhance your project management efforts. By leveraging Magical, you can easily move information from Docusign to Smartsheet, allowing you to focus on managing your projects effectively.

Other ways to connect DocuSign and Smartsheet

Using Zapier

Zapier provides a seamless connection between Docusign and Smartsheet, allowing for automatic data transfer between the two platforms without the need for coding. This integration offers a variety of triggers and actions, enabling you to automate workflows and save time

Using an API

An additional approach to integrate Docusign and Smartsheet is by directly utilizing their APIs. By integrating both APIs, you empower project teams with real-time document insights, fostering improved communication and a superior project management experience. To employ this method, refer to their respective API documentation.

Common questions


Magical is a chrome extension that allows users to extract information from any website without complex integrations or APIs. You can run it on DocuSign and transfer data directly to Smartsheet. The extension is designed to simplify the process of data collection by automating the extraction of information from DocuSign. Magical is free, easy to use, and it can save you a lot of time and effort.


To start using GetMagical, you need to install the chrome extension. Click the button below to install, or follow the steps to download directly from the Chrome web store.

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