Integrate CollaboFlow with DocuSign to send contracts via DocuSign once an application is approved in CollaboFlow.

Step 1: Integrate CollaboFlow and DocuSign with My Apps

First, register CollaboFlow and DocuSign with My Apps to integrate them with Yoom.

1. Select "My Apps" on the left side of the Yoom management screen and click "+ New Connection".

2. On the following screen, search for CollaboFlow and DocuSign respectively and proceed to the next screen.

For CollaboFlow:

・Enter the account name, user ID, and API key as instructed, and click "Add" to complete the registration with My Apps.

For DocuSign:

・After logging in above, click "Grant Access" on the following screen to complete the registration with My Apps.

3. Copy the template for integrating CollaboFlow and DocuSign.

・Open the link below.

・Click "Try this template" to complete the copy.

Step 2: Setting up the Trigger for CollaboFlow

Set up the trigger action that starts the flow.
This flow is triggered when an application is approved in CollaboFlow.

1. Select "My Projects" in the Yoom management screen and click "Send contract via DocuSign when application is approved in CollaboFlow [Copy]".
*The template title can be changed on the next screen.

2. Click "App Trigger Receive Webhook for Route (Webhook Trigger)".

3. Verify the account linked with CollaboFlow and click "Next".
*Other items are set by default.

4. Copy the Webhook URL, set it in CollaboFlow, and perform a test.
*For instructions on setting the Webhook URL in CollaboFlow, please check here.

5. If the test is successful, the information obtained from CollaboFlow will be displayed in the output.
If there are no issues, save it.

Step 3: Setting to Retrieve Application Details from CollaboFlow

1. Click "Integrate with App Retrieve Application Details".

2. Verify the account linked with CollaboFlow and click "Next".
*Other items are set by default.

3. Enter the instance name, application code, and document ID, then perform a test.
*Select the document ID from "Receive Webhook for Route (Webhook Trigger)" in the output displayed when you click the frame. (Values are displayed in double brackets) This allows dynamic reflection of values that change per document.

4. If the test is successful, the values obtained from the CollaboFlow document will be displayed in the output.
Add the email address, name, and role name of the contract recipient to the output, as well as any items you want to use when sending the email, and save.
*For instructions on adding items to the output, please refer to the help page here.

Step 4: Setting to Send Contracts via DocuSign

1. Click "Integrate with App Create and Send Envelope from Template".

2. Verify the account linked with DocuSign and click "Next".
*Other items are set by default.

3. Set the account ID, template ID, and recipients.
*The template ID can be selected from "Candidates" displayed when you click the frame. (Candidates are displayed when you enter the account ID)
*Recipient settings can be selected from "Retrieve Application Details" in the output displayed when you click the frame. (Values are displayed in double brackets) This allows dynamic reflection of content that changes per recipient.

4. Once the above settings are complete, perform a test.
If the test is successful, the specified contract will be sent to the email address set for the recipient.
If there are no issues, save it.

5. When the trigger is turned ON, the contract will be automatically sent via DocuSign whenever an application is approved in CollaboFlow.

If you have any questions about the flow introduced, please check the help page here.

Other Automation Examples Using Collaboflow

There are many other examples of automation using Collaboflow in Yoom, so here are a few introductions.

1. Notify Chatwork When a Request is Completed in Collaboflow

When manually notifying the completion of approval, there may be omissions or time lags in communication.
By implementing this integration, the completion of approval will be automatically notified, reducing the workload on the person in charge and enabling smooth information sharing.

2. Upload the application document PDF to Google Drive once the application is approved in Collabflow

Manually saving approved application documents to a folder is time-consuming and carries the risk of errors during the saving process.
This integration allows for the automatic saving of approved PDF files, which can help reduce the burden of document management.

3. Register employee information in freee HR after the employment application is approved in CollaboFlow

Re-entering the information registered in CollaboFlow into freee HR after a new employee's application is approved is a very labor-intensive task.
By using this integration, employee information will be automatically registered in freee HR, which will likely reduce the workload for the person in charge.

Summary

If the sending of contracts does not proceed smoothly, it may cause issues in business operations and reliability.
By integrating CollaboFlow with DocuSign, the sending of contracts after application approval can be automated, enabling swift contract conclusion.
Additionally, it can prevent time lags and human errors that occur during sending, leading to improved efficiency and accuracy in operations.
The integration of CollaboFlow and DocuSign can be achieved without coding by using Yoom.
Simply follow the steps outlined in this article for easy implementation, and take this opportunity to automate the sending of contracts.