[DocuSign API] Comprehensive Guide: Integration Methods with Various Apps and Use Cases.

Integrating the DocuSign API with external application APIs allows for efficient handling of various tasks!
By incorporating automated workflows, centralized data management can be achieved, preventing manual input errors and enabling quick responses after contract renewals.

Automating business processes can reduce the effort involved in tasks and is expected to support swift and accurate contract execution!
Additionally, by integrating messaging tool APIs, notifications can be automatically sent when contracts are completed, contributing to improved work speed for the entire team.

Utilizing the DocuSign API in this way leads to the digitization of the contract process and improved business efficiency.
Even beginners in programming can easily implement it, so give it a try!

Recommended for

• Those using DocuSign
• Those considering integrating DocuSign for business efficiency
• Those looking to reduce manual work by integrating DocuSign
  

How to Use the DocuSign API

This time, we will use a service called Yoom to utilize DocuSign without coding.

[What is Yoom]

First, please access the official Yoom website and create an account.
If you have already registered, please log in.
Yoom Account Issuance Page

How to Connect DocuSign with Yoom

Setting Up My App Integration

1) After logging into your Yoom account, register the app you will use.
Click "My Apps" and select "New Connection."

2) A list of apps that can be connected with Yoom will be displayed. Search for "DocuSign," which will be used this time, from the search box at the top.

Once you can select DocuSign, log in with the account you will use.

3) Once registered, an icon will be displayed in My Apps.
Please check if the icon of the registered app is displayed.

Now you can use the DocuSign API from Yoom!

Master the DocuSign API Using Yoom Templates!

Yoom offers many flowbot templates, allowing you to easily use various flowbots with just a click.

The details of the flowbots are introduced in the video below.

Examples of Automation Achievable with the DocuSign API

By using the DocuSign API, various business automations can be realized.
All can be used with simple settings, so if you find something interesting, please give it a try!

Update contracts when they're complete with DocuSign

Automation saves you hours of typing, allowing your whole team to do what's important.

Update Salesforce information once the contract is completed in DocuSign.

Try it

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This is a flow to update Salesforce information when the contract is completed in DocuSign.

See details Try it

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

Try it

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This is a flow to update information on Notion when a contract is completed in DocuSign.

See details Try it

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

Try it

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■Overview
After an electronic contract is completed in DocuSign, are you manually copying its status and envelope information into Google Sheets?
This task not only takes time but can also cause human errors such as input mistakes and missed updates.
By using this workflow, you can automatically update information in Google Sheets triggered by a contract completion in DocuSign, improving the efficiency of contract management tasks.

■Who we recommend this template for
- Those who manually copy contract information executed in DocuSign into Google Sheets
- Those who want to automate status updates for contract management and prevent human error
- Those who want to streamline the entire workflow from contract execution to information management

■Notes
- Please connect Yoom with both DocuSign and Google Sheets.

See details Try it

Send Contracts with DocuSign

You can send contracts seamlessly without the need to switch between tools, which enhances work efficiency.

Send an email when the contract is completed in DocuSign

You can quickly notify all parties involved of the contract completion, facilitating the smooth sending of the contract and transition to the next steps.

Notify When a Contract is Completed with DocuSign

By automatically notifying the completion of contracts and reducing manual tasks, you can focus on core activities and improve productivity by using the saved time for other tasks.

Add when the contract is completed with DocuSign

Automation saves the time previously spent on input, allowing the entire team to focus on important tasks.

Once added or updated, send the contract via Docusign

This reduces the manual sending process, shortening the time it takes to send contracts.

When the opportunity stage is updated in Salesforce, send the contract via Docusign.

Try it

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■Overview
The "When the Opportunity Stage is updated in Salesforce, send a contract via DocuSign" flow is a business workflow that supports the smooth progression of the sales process.
When the stage of an opportunity is changed in Salesforce, a contract is automatically sent to the client through DocuSign.
This integration eliminates the need for manual contract-sending tasks, significantly reducing the sales team's time and effort.
In addition, by leveraging DocuSign's e-signature capabilities, you can shorten the time to contract execution and improve overall operational efficiency.

■Recommended for
・Sales reps who manage opportunities in Salesforce and want to reduce the effort of sending contracts
・Those who want to introduce e-contracts using DocuSign but are unsure how to integrate with Salesforce
・Team leaders and managers who want to advance sales process automation and improve operational efficiency
・Executives and business improvement staff who want to shorten the time to contract execution and accelerate the sales cycle

■Notes
・Please connect Yoom with both Salesforce and DocuSign.
・For the trigger, you can choose an execution interval of 5, 10, 15, 30, or 60 minutes.
・Please note that the minimum execution interval varies by plan.
・[Salesforce] is available only on the Team Plan and Success Plan.
If you are on the Free Plan or Mini Plan, operations and Data Connect of the configured flow bot will result in errors, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use apps that are otherwise restricted.
・Branching is a feature (operation) available on the Mini Plan and above.
If you are on the Free Plan, operations of the configured flow bot will result in errors, so please be careful.
・Paid plans such as the Mini Plan offer a two-week free trial. During the free trial, you can use restricted apps and features (operations).

See details Try it

Benefits of Integrating DocuSign

1. Reduce Manual Work

With automated workflows, manual operations become unnecessary, leading to improved productivity.
For example, when a contract is completed with DocuSign, it is possible to automatically add data to database tools or customer management tools.
Automatically adding details such as the signing date, signatory name, and contract amount can lead to more efficient contract management.
By reducing manual work, you should be able to secure more time to focus on other tasks.

2. Reduce Errors

By integrating with external applications, you can automatically create and send contracts using DocuSign.
This reduces the need to open DocuSign to create contracts, minimizing the risk of transcription errors or missed registrations!
Automatically reflecting information helps prevent human error and is expected to improve the accuracy of information.
By reducing manual tasks that could cause errors, staff can engage in their work with peace of mind.

3. Speed Up Operations

By integrating with email and chat tools, you can immediately receive notifications when a contract is completed with DocuSign.
Automatic notifications eliminate the need to open DocuSign to check, allowing you to quickly grasp contract completions and smoothly transition to the next workflow!
For example, when a contract is completed with DocuSign, you can set up operations to automatically notify the relevant department via chat tools.
By quickly receiving contract completions through automation, the responsible person can promptly start processing, speeding up contract progress management and billing preparation.

Summary

So far, we have introduced use cases of the DocuSign API.
By combining the DocuSign API with external application APIs, various business processes can be automated.
During contract renewals, integration with external applications allows for automatic addition and updating of renewal information, preventing input errors and improving productivity.
Additionally, the function to send contracts from external applications reduces manual work, achieving a fast and accurate contract process.
Furthermore, by using message tools or emails for automatic notifications upon contract completion, stakeholders can quickly grasp progress and smoothly transition to the next task.
In this way, utilizing the DocuSign API seems to contribute to the overall efficiency of contract operations.
Utilize templates and API integrations to build the optimal workflow!

With Yoom, you can easily implement the DocuSign API without programming knowledge.
If you use DocuSign regularly, consider implementing the DocuSign API.