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When you receive a lot of emails every day, it can be quite a hassle to save files to Dropbox each time.
Moreover, many people might have experienced the struggle of missing a file save or saving a file in the wrong folder, making it difficult to find later.
In this article, we will introduce a method to automatically save files received in Gmail to Dropbox!
By using no-code tools, you can easily set up automation between Gmail and Dropbox.
You can start using it right away, so be sure to give it a try!
In this article, we will introduce the integration method using the no-code tool "Yoom".
No complicated settings or operations are required, and even non-engineers can easily achieve it.
You can start right away using the template below, so please give it a try!
Do you have any of the following concerns about contract management?
Even if the introduction of electronic contract services eliminates the hassle of printing and mailing documents, if it takes time to confirm contract completion, contract management and sales activities cannot proceed smoothly. As a solution to this issue, there is a method to set up automatic notifications upon contract completion.
This article introduces how to automatically send emails with Gmail when a contract is completed with DocuSign. This automation allows you to notify stakeholders in real-time about contract completion, eliminating the need for manual checks and email communication. Let's enable quick commencement of subsequent tasks in contract management and sales activities.
Integrating DocuSign and Gmail offers the following benefits for contract management and sales activities.
The integration allows automatic detection of contract completion and notification via email. This eliminates the need for manual confirmation of contract status and creation of notification messages. Even if multiple contracts are required for a single customer or if contract updates are frequent, this automation can reduce the workload. Additionally, by minimizing risks such as overlooking completed contracts, delays, or forgotten communications, you can expect improved operational quality.
By reducing the time lag from contract completion to notification through automation, swift information sharing among stakeholders becomes possible. Based on this information sharing, tasks such as saving certificates and contract documents, preparing deliveries, and issuing invoices can commence. Legal and sales personnel can smoothly proceed with post-contract tasks, leading to faster contract management and reduced lead time to transaction commencement. Quick follow-up after contract completion can provide reassurance to customers, contributing to building a strong trust relationship and improving customer satisfaction.
With the automation tool Yoom, setting up the integration between DocuSign and Gmail is easy. Please try this automation.
[What is Yoom]
Let's proceed with setting up the integration and automation of workflows between DocuSign and Gmail.
Using a template, we will introduce the steps to create a workflow to "Send Gmail when a contract is completed with DocuSign".
1. Please log in to Yoom.
2. Click the "Try it" button below to copy the template in Yoom.
*If you have already connected the apps, please proceed to Step 2.
1. Select "My Apps" from the left menu and click "+ New Connection" on the right side of the screen.
2. From the new connection list in My Apps, select DocuSign and Gmail respectively, and connect the apps.
Next, copy the template to My Project and create a Flowbot.
If you haven't copied it yet, please copy the Flowbot template from below.
1. Hover over the banner and click "View Details"
2. Click "Try this template" on the page you navigated to
3. Register for Yoom
※ If you have already registered, the login screen will be displayed, so please log in.
1. Open the copied template.
※ You can change the title from the red frame part in the image below.
2. Click the "App Trigger: When the envelope is completed" in Flowbot.
3. Set up "Select integration account and action".
Change the title if necessary and click "Next".
4. Set up the Webhook event reception for the app trigger.
Refer to the instructions and notes to set it to activate when the envelope is signed/completed. This setting will trigger when all recipients have completed their actions on the envelope.
5. Click "Test".
6. If the test is successful, click "Save".
1. Click the "Send Email: Send Email" in Flowbot.
2. Set up the email.
・Title: Can be changed if necessary.
・Email content: Enter the necessary information in each field. You can use the output obtained in Step 2 for the subject and body.
※ The image below is an example of input. Create the content with confirmation items and business instructions for those who need to share information, such as legal or sales personnel.
※ The image below is an example of output reference. When you click the input field, candidates will be displayed, so select the target item. The output of the envelope ID is necessary to identify the signed document.
3. Click "Next".
4. Review the sending content and click "Test".
5. If the test is successful, click "Save".
This completes the flow "Send Gmail when a contract is completed with DocuSign".
Switch the trigger of the saved flow to "ON" to activate it.
The Flowbot template used this time
Send Gmail when a contract is completed with DocuSign
There are many other examples of automation using DocuSign and Gmail available in Yoom, so here are a few introductions.
1. This is a flow where you retrieve information from DocuSign on a specified schedule and send an email via Gmail if certain conditions are met. For example, it is a template that can be used to notify only on the first day of each month if an important project that is taking time to progress has not been completed. With automatic notifications, you can regularly check the status of agreements.
2. This is a flow to store DocuSign certificates in Google Drive. Certificates of signed documents are automatically saved in a specific folder in Google Drive. This eliminates the need for manual downloading or uploading of certificates when contracts are signed, which is expected to improve contract management efficiency.
3. This is a flow to update the deal stage in HubSpot when a DocuSign envelope is completed. By automatically updating the SFA deal information upon contract completion, you can track the progress of sales activities in real-time. If sales representatives can promptly recognize contract completions and respond quickly to customers, it is expected to improve customer satisfaction.
By integrating DocuSign with Gmail, you can automate notifications when a contract is finalized. This eliminates the need to spend time checking the status of agreements or making contact, allowing staff to focus on other tasks and quickly start subsequent processes after notifications. Preventing delays or omissions in communication and ensuring smooth follow-ups can help build trust with customers and improve customer satisfaction. With Yoom, you can easily set up these integrations. Please give it a try.
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