To integrate DocuSign with board and update the case status in board when an envelope is completed in DocuSign.

・Integrate DocuSign and board with My App

(1) First, connect DocuSign to My App.
After logging into your Yoom account, click "My App" on the left panel and search for DocuSign from "New Connection".

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(2) Search for the DocuSign app icon and click on it.

(3) You will be redirected to the DocuSign login screen. Please enter your email address and password to log in.

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(4) Choose any authentication method when logging in.

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(5) Once authentication is complete, the app integration is complete.
The first DocuSign connection is now established.

(6) Next, let's connect the board.
Search for the board app icon in the same way as before and click on it.

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(7) Enter the "Account Name" and "Access Token" for the board you want to integrate and click [Add].
For more information on how to register the board with My App, please check this page.

Once authentication is successful, you will be redirected to the My App screen of your Yoom account.
Now, both apps are connected to your Yoom account.

・Copy Template

After confirming that the new connection of the target app to your Yoom account is complete, click the icon for "Try this template" in the template below.

The template will be copied, so click the "OK" button.

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Please move to the "My Projects" screen of your Yoom account and check the template content.

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There are two setup flows.

・DocuSign Launch Settings

(1) First, set the DocuSign app trigger.

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From "My Projects" on the left side of the Yoom account screen, click "【Copy】Update board project status when envelope is completed in DocuSign".

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After clicking, the template content will be displayed as shown in the following screen.

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(2) Click on the first step "When the envelope is completed".
(3) Enter the account information to be linked and click [Next].

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(4) On the next screen, you need to copy the Webhook URL and configure it in the management screen.
Follow the annotations displayed to configure it.

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(5) After sending the Webhook event or executing the trigger event, click [Test], and if there are no issues, click [Save].
In this step, you can obtain the following information as output.
The output information can be quoted and utilized in the subsequent steps, as noted in the annotation "This value can be used in other operations."

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・Board Settings to Update Project Status

(1) Finally, click on the second step "Update Project Status".

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(2) Enter the account information to be linked and click [Next].

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(3) On the next screen, enter information such as "API Key" according to the annotations.
Access the relevant app to obtain and configure the information as shown in the image below.

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(4) The "Project ID" corresponds to the part "/projects/●●●●/edit" in the URL.

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(5) The "Order Status" can be selected from the dropdown according to the operation.
In this case, select [Ordered].

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(6) After entering the information, click [Test], and if there are no issues, click [Save].
This completes the setup.

・Turn on the Trigger and Check Operation

By clicking the red-framed part "Turn on Trigger" on the following screen, the flow bot will start automatically.

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Here is the template used this time

Other Automation Examples Using DocuSign

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

Store Documents in Dropbox When They Are Signed with DocuSign

The automation flow might help eliminate the manual effort of downloading and saving certificates.
Since certificates are securely saved in Dropbox, it also contributes to maintaining data accuracy.

Send contracts via Docusign based on responses from Google Forms

This flowbot is recommended for those who want to automate the contract sending process and reduce manual work.
It is expected to reduce errors from manual input and improve the accuracy of information.

Notify Slack when a contract is completed in DocuSign

By integrating DocuSign with Slack, you should be able to reduce the hassle of sharing.
With automation reducing manual tasks, you might be able to focus more on other business activities.

Benefits and Examples of Integrating DocuSign with board

1. Reducing Workload

By automatically updating the project status in board when an electronic signature is completed in DocuSign, you might eliminate the need to access board just to update it.
For example, you should be able to reduce operations such as repeatedly clicking to reach the page after entering board login information.
While it is a very simple task, it might be an aspect that cannot be overlooked when it comes to daily activities. Reducing work hours also leads to alleviating the burden on the person in charge.

2. Improving Business Process Speed

To proceed swiftly with post-contract processes, it is important to quickly update the project status.
With the integration of DocuSign and board, status updates are quickly reflected, allowing for a smooth transition to related subsequent tasks.
For example, if you confirm the contract conclusion and then access the customer management tool to update the status, there will be a waiting time until the information is fully reflected, right?
By introducing an automated flow, you can reduce this time and are expected to move smoothly to the next step without any time lag.
This might also lead to improved productivity for the company.

3. Preventing Human Error

Integrating DocuSign with board may prevent human errors associated with status updates.
For example, if you forget to update the status, you might miss the opportunity to approach the customer, but with this automation, you should be able to ensure the update tasks are completed.
You no longer need to worry about forgetting updates, and customer representatives might be able to act at the appropriate timing according to the status situation.

Conclusion

With the integration of DocuSign and board introduced this time, you can automate the status update tasks after contract completion, which is expected to improve process speed.
As tasks proceed automatically, you should gain many benefits such as reducing workload and preventing human errors.
Furthermore, by reducing manual tasks, the responsible staff can allocate the freed resources to other tasks, potentially increasing the overall productivity of the organization.
Since it can be easily set up with no code, please consider introducing Yoom's automation flow on this occasion.