Automate your daily work by linking with the DocuSign API without code! | Yoom

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.

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Flowbot Templates

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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.

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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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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.

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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.

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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.

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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.

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Once the contract is completed in DocuSign, read the document with OCR and notify Microsoft Teams.

This is a business workflow where "once a contract is completed in DocuSign, the document is automatically read by OCR and a notification is sent to Microsoft Teams." This facilitates smooth sharing of contract information and enables the entire team to respond quickly.

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Once the contract is completed in Docusign, add a record to Salesforce.

This is a business workflow that automatically integrates contract completion in Docusign with Salesforce. It eliminates manual input, maintains data consistency, and enhances the operational efficiency of the sales team.

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Once the contract is completed with DocuSign, add it to the Google Spreadsheet.

Once the contract is completed with DocuSign, it is added to the Google Sheets database. This flow saves the time previously spent on data entry, allowing the entire team to focus on important tasks.

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Request signatures in DocuSign for responses from Google Forms

Business workflow to automatically send Google Form responses to DocuSign. By automatically sending Google Form response data to DocuSign, manual copy and paste tasks are no longer necessary.

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Store the DocuSign certificate in the box

When the DocuSign envelope is completed, download the certificate for that envelope and store it in a specific folder in Box.

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Send Outlook when the contract is completed with DocuSign.

This is a flow to send an Outlook email once a contract is completed in DocuSign. It allows for automatic and prompt notification to the person in charge upon contract completion, leading to improved operational efficiency.

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Send a Gmail when the contract is completed in DocuSign.

Once the contract is completed with DocuSign, this flow sends an email via Gmail. It allows for the prompt notification of all parties involved about the contract completion, facilitating the sending of the contract and the smooth transition to the next steps.‍

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Send an email when the contract is completed with DocuSign.

This is a flow that sends an email once the contract is completed with DocuSign. By automating the cumbersome manual tasks after contract completion, it is possible to reduce the burden on the person in charge and improve operational efficiency.

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Send contracts from Airtable using DocuSign

This is a flow for sending contracts from Airtable using DocuSign. It eliminates the need to manually issue contracts from DocuSign, thereby streamlining the contract sending process. Additionally, the list of senders can be quickly checked from Airtable.

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Send contracts from Notion using DocuSign

This is a flow for sending contracts from Airtable using DocuSign. By eliminating the need to switch between Notion and DocuSign, contracts can be sent seamlessly, improving work efficiency.

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Update Salesforce information once the contract is completed in DocuSign.

This is a flow that updates Salesforce information once a contract is completed in DocuSign. By utilizing this flow, information can be added automatically, reducing manual work and allowing more time for other tasks. As a result, the entire team can focus on core activities, leading to increased productivity.

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Update the information in Notion once the contract is completed with DocuSign.

This is a flow to update information in Notion once a contract is completed in DocuSign. In this flow, the sending date is added to Notion when the contract is completed, reducing the need for manual input. By automating this process, you can save time on manual tasks and focus on core business activities, leading to improved productivity for the entire team.

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Update the information in the Google Spreadsheet once the contract is completed with DocuSign.

This flow updates information in a Google Spreadsheet once a contract is completed in DocuSign. After the contract is completed, the flow automatically adds the sending date to the registration information. Automation saves the time previously spent on data entry, allowing the entire team to focus on core tasks.

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When a document is signed in Docusign, store the document in Dropbox.

When a document is executed in Docusign, this flow downloads the certificate and stores it in Dropbox. By automating the contract process and eliminating the manual effort of downloading and saving certificates, you can significantly improve operational efficiency.

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When a document is signed in Docusign, store the document in OneDrive.

When a document is executed in Docusign, this flow downloads the certificate and stores it in OneDrive. This eliminates the need for manual certificate management and download tasks, as the certificate is automatically saved to OneDrive, making management easier.

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Add to Microsoft Excel when the agreement is completed in DocuSign.

This is a flow to add to Microsoft Excel once the contract is completed with DocuSign. It eliminates manual work, prevents input errors and omissions, and leads to accurate information sharing.

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When the envelope (completion) is finished in DocuSign, store the file in Google Drive.

This is a flow where files are stored in Google Drive once an envelope (completion) is finalized in DocuSign. After the envelope is completed in DocuSign, the files are automatically stored in Google Drive, eliminating the need for manual file saving tasks.

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No-Code API Actions

Automation operations

Create Envelope

Create and send envelope from template

Get envelope information

Get envelope document information

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 button)

Delete or void envelope

Get custom document field values

Add custom field to specified document

Search envelopes

Search envelopes (start from next page)

Get envelope recipient tabs

Create and Send Envelopes from Template (with Tabs)

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)

Automation triggers

When the envelope is completed

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