Automate your workflow with DocuSign & Yoom

Yoom allows you to integrate with DocuSign's API without any code, enabling the automation of various tasks using DocuSign. For example, you can automatically send contracts via DocuSign or automatically store the completed contract files in file storage services like Google Drive once the contract is finalized with DocuSign.
DocuSign
DocuSign
Flowbot Templates
Recommended
DocuSign Google Docs
Use the contents of the form to generate a PDF from the Google Docs employment contract template and send it via Docusign.
The content entered in the form is used to generate a PDF from a Google Docs employment contract template, which is then sent to the recipient via Docusign. The employment contract is automatically created and sent based on the information entered in the form, eliminating the need for manual creation.
DocuSign Microsoft Teams
Notify Microsoft Teams when an agreement is completed in DocuSign.
This is a flow that sends a notification to Microsoft Teams when a contract is completed in DocuSign. It allows for the automatic and rapid notification to the person in charge of operations, thereby improving operational efficiency.
DocuSign Slack
Notify Slack when the contract is completed in DocuSign.
This is a flow that sends a notification to Slack when a contract is completed in DocuSign. It allows you to focus on core tasks and eliminates hassle, thereby improving the productivity of the entire team.
DocuSign SPIRAL®
Send the contract via DocuSign from SPIRAL
This is the flow for sending contracts via DocuSign from SPIRAL. Since manual input into DocuSign is not required when sending contracts, human errors are prevented, and contract operations are streamlined.
DocuSign Microsoft SharePoint
When the envelope (completion) is finished in DocuSign, store the file in Microsoft SharePoint.
This is a flow where files are stored in Microsoft SharePoint once an envelope (completion) is finished in DocuSign. By automatically storing contracts and important documents in SharePoint, the hassle of manual uploads is eliminated. This streamlines the management and sharing of contracts, allowing you to focus on other important tasks.
DocuSign Discord
Notify on Discord when the contract is completed in DocuSign.
This is a flow that sends a notification to Discord when a contract is completed in DocuSign. By integrating DocuSign with Discord, you can eliminate hassle and improve the overall productivity of your team.
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No-Code API Actions

Automation operations
  • Create Envelope
  • Create and Send Envelope from Template
  • Retrieve Specific Envelope Information
  • Retrieve Document Information for a Specific Envelope
  • Download Documents from a Specific Envelope
  • Download Certificate
  • Void a Specific Envelope
  • Send Envelope
  • Add Attachment to Envelope
  • Add or Update Documents in Envelope
  • Set Fields on Document
  • Add Values to Document Fields
  • Add Values to Document Fields (Radio Buttons)
  • Delete or Void Envelope
  • Get Custom Document Field Values
  • Add Custom Field to Specified Document
  • Search Envelopes
  • Search Envelopes (Using Next Page Start Position)
  • Get Envelope Recipient Tabs List
  • Create and Send Envelope from Template (with Tabs)
  • Retrieve Template Tab Information
  • Create and Send Envelope from Template (Single Envelope/Multiple Tabs/Single Tab Label)
  • Create and Send Envelope from Template (Single Envelope/Single Tab/Multiple Tab Labels)
  • Retrieve Template Information
Automation triggers
  • When the Envelope Is Completed
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