Similarly, you can also update the information.
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By integrating the DocuSign API with external application APIs, you can automatically add information to external application databases or systems when a contract is renewed in DocuSign.
For example, by automatically recording updated contract client information, renewal dates, and condition changes to an external application, you can improve operational efficiency and achieve centralized data management.
This helps prevent manual input errors and allows for quick responses after contract renewals.
Additionally, by building a system that uses the DocuSign API to send contracts from external applications, you can automate business processes.
For example, after confirming an order in a sales management system, you can automatically send a contract to the client through DocuSign.
This reduces the hassle of the contract sending process and supports quick and accurate contract execution.
Furthermore, by integrating the DocuSign API with messaging tool APIs, you can automatically send notifications when a contract is completed.
For example, by posting information such as "Contract Completed: Client Name, Contract Amount, Completion Date" to a designated channel, all stakeholders can quickly grasp the progress of the contract, facilitating smooth transitions to the next steps and inter-departmental collaboration.
In this way, utilizing the DocuSign API can lead to the digitization of contract processes and improved operational efficiency.
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" in the search box at the top.
Once you have selected DocuSign, log in with the account you will use.
3)Once registered, an icon will appear in My Apps.
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.
Details about flowbots are introduced in the following video.
From here, we will introduce the templates that are actually prepared for each recommended job type and actual use scenes.
Yoom allows integration with various services, and templates corresponding to each service are also available.
Utilize templates that can be linked with the services you usually use to automate DocuSign!
By utilizing the DocuSign API and external application APIs, you can add information to external applications when a contract is renewed in DocuSign.
This eliminates the need for manual operations on external applications, preventing human errors such as incorrect entries or omissions, and is expected to improve productivity.
For example, when a contract is completed in DocuSign, data can be automatically added to the "Contract List" in Microsoft Excel used by the sales department.
By automatically appending the signing date, contractor name, contract amount, etc., to Excel, the efficiency of contract management in the sales department can be improved.
Automation can prevent input errors and improve accuracy.
Similarly, you can also update the information.
By combining the DocuSign API with the API of an external application, you can send contracts using DocuSign from the external application.
This automation eliminates the need to open and create documents in DocuSign, thereby improving operational efficiency.
Additionally, since the process is automatically executed based on the information from the external application, it helps prevent human errors and is expected to improve the accuracy of information. Furthermore, it allows for the management of registered information and contract content in a related manner.
It is also possible to send contracts through actions from external applications.
For example, when the sales department finalizes the client and contract amount in a negotiation and the opportunity stage in Salesforce advances to "Contract Creation," a contract can be automatically created and sent via the DocuSign API from Salesforce.
This reduces the effort required by the sales department to manually create contracts and shortens the time until they are sent.
As a result, the contract process is expedited, and it is expected to strengthen the trust relationship with clients.
By integrating the DocuSign API with a messaging tool's API, you can receive notifications in the messaging tool when a contract is completed in DocuSign.
This automation eliminates the need to manually check DocuSign, allowing for quick awareness of contract completion and facilitating a smooth transition to the next workflow.
For example, when a contract is completed in DocuSign, it is possible to automatically notify the accounting department's Slack channel.
By receiving the contract completion event and notifying via the Slack API, the accounting department can promptly begin processing, improving the efficiency of contract progress management and billing preparation.
Similarly, it is possible to notify the completion of the contract via email.
Up to this point, we have introduced use cases of the DocuSign API. By combining the DocuSign API with external application APIs, it becomes possible to automate various business processes. During contract renewals, integration with external applications allows for automatic addition and updating of renewal information, preventing input errors and improving productivity. Additionally, the ability to send contracts from external applications reduces manual work and enables a fast and accurate contract process. Furthermore, by using messaging 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. Please make use of templates and API integration to build the optimal workflow!
With Yoom, you can easily implement the DocuSign API without programming knowledge. If you use DocuSign regularly, please consider implementing the DocuSign API.
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