・
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!
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
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!
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.
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!
Automation saves you hours of typing, allowing your whole team to do what's important.
■Overview
This is a flow to update Salesforce information once a contract is completed in DocuSign.
■Recommended for
1. Those who manage documents with DocuSign
・Those who utilize it for creating documents such as contracts
・Those who centrally manage documents
2. Those who manage data with Salesforce
・Those who centrally manage customer and transaction information
■Benefits of using this template
DocuSign is a tool for efficiently creating and managing documents.
By also managing information with Salesforce, it facilitates smooth access to business-related information.
However, manually updating Salesforce information every time a DocuSign contract is completed can potentially degrade the quality of work.
This flow is suitable for those who wish to incorporate automation to enhance the productivity of the entire team.
By utilizing this flow, the sending date is automatically added to the Salesforce information linked with the envelope ID once a DocuSign contract is completed.
By automatically adding information and eliminating manual work, you can allocate time to other tasks.
Focusing the entire team on core tasks leads to increased productivity.
■Notes
・Please integrate both DocuSign and Salesforce with Yoom.
・Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the 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 subject to restrictions.
■Overview
This is a flow to update information in Notion once a contract is completed in DocuSign.
■Recommended for
1. Those who manage forms with DocuSign
・Those who utilize it for form management
・Those who use it for the entire process from contract creation to management
2. Those who manage data with Notion
・Those who centrally manage information of client companies
■Benefits of using this template
DocuSign is a tool that can be used to streamline tasks related to form creation.
Additionally, managing information with Notion facilitates smooth information sharing across the team.
However, having to manually update Notion information every time a contract is completed in DocuSign takes away time from tasks that should be prioritized.
This flow is suitable for those who want to improve work efficiency to focus on core tasks.
In this flow, once a contract is completed in DocuSign, the sending date and time are automatically added to Notion, eliminating the need for manual input.
By automating tasks and allocating time to core tasks, it leads to improved productivity for the entire team.
■Notes
・Please integrate both DocuSign and Notion with Yoom.
■Overview
This is a flow to update information in Google Sheets once a contract is completed in DocuSign.
■Recommended for
1. Those who manage forms with DocuSign
・Those who utilize it for form creation
・Those responsible for a series of tasks related to contracts
2. Those who manage data with Google Sheets
・Those who create sheets for each theme to centrally manage information
■Benefits of using this template
DocuSign is a tool for smooth centralized management of forms.
By simultaneously accumulating information in Google Sheets, centralized management of information can also be conducted smoothly.
However, manually updating Google Sheets information every time a contract is completed in DocuSign can hinder maximizing employee capabilities.
This flow is suitable for those who want to reduce the workload to allow the entire team to focus on core tasks.
By utilizing this flow, once a contract is completed in DocuSign, the sending date and time will be automatically added to the registration information in Google Sheets.
Automation reduces the time previously spent on data entry, allowing the entire team to focus on important tasks.
■Notes
・Please integrate both DocuSign and Google Sheets with Yoom.
You can send contracts seamlessly without the need to switch between tools, which enhances work efficiency.
You can quickly notify all parties involved of the contract completion, facilitating the smooth sending of the contract and transition to the next steps.
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.
Automation saves the time previously spent on input, allowing the entire team to focus on important tasks.
This reduces the manual sending process, shortening the time it takes to send contracts.
■Overview
The flow "Send contracts via Docusign when the opportunity stage is updated in Salesforce" is a business workflow that supports the smooth progress of the sales process.
When the stage of an opportunity is changed in Salesforce, a contract is automatically sent to the client via Docusign. This integration eliminates the need for manual contract sending tasks, significantly reducing the time and effort of the sales team. Additionally, by utilizing Docusign's electronic signature feature, the period until contract conclusion is shortened, achieving overall operational efficiency.
■Recommended for
■Benefits of using this template
Since contracts are automatically sent via Docusign when the opportunity stage is updated in Salesforce, the hassle of manually sending contracts is eliminated.
Electronic signatures with Docusign reduce the time to contract conclusion, supporting swift sales activities.
Automation prevents human errors in contract work, ensuring accurate contract procedures.
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.
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.
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.
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.
