How to integrate DocuSign with Notion to update information in Notion when a contract is completed in DocuSign

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!

Recommended for

Those who want to automatically upload files attached to Gmail to Dropbox
Those who want to integrate Gmail and Dropbox to facilitate smooth file sharing within the team
Those who want to prevent the loss of attachments and ensure proper document storage

For those who want to try it immediately

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!

As businesses continue to digitize, have you considered streamlining contract and document management? By integrating DocuSign with Notion, you can implement a system where information is automatically updated upon contract completion. Automation can reduce effort, improve operational efficiency, speed up the contract process, and enhance task management and visibility of history, facilitating smooth information sharing across the team.

In this article, we will detail the benefits and integration methods of connecting DocuSign with Notion.

Benefits of Integrating DocuSign with Notion

Benefit 1: Immediate Reflection of Contract Completion Information

By integrating DocuSign with Notion, once a contract is completed in DocuSign, the information can be automatically reflected in Notion. This automatic reflection allows for centralized management of project and task progress across the team. As a result, the effort of manually updating each time a contract is completed is eliminated, leading to improved operational efficiency. Additionally, real-time updates reduce information lag, enabling swift decision-making.

Benefit 2: Organization and Visualization of Contract History

By integrating with DocuSign, contract history is automatically recorded in Notion. This allows for easy review of past contract information, quick confirmation of contract details and timing, and smooth management or review of contracts as needed. When managing multiple contracts simultaneously, organizing information becomes easier. This integration will be beneficial for legal departments handling contract management and legal documents, as well as sales representatives who need to finalize contracts and quotes during sales activities.

[About Yoom]

How to Create a DocuSign and Notion Integration Flow

Now, let's create a flow together using a template to "update Notion information when a contract is completed in DocuSign"!

The template we will use can be copied by clicking "Try it" on the banner below.

Before Getting Started

If you do not have a Yoom account, please create one from the "Yoom Account Creation Page" below.
For basic operations of Yoom, please refer to "Getting Started with Yoom".

Yoom Account Creation Page

Getting Started with Yoom

Let's get started!

Step 1: Connect DocuSign and Notion to My Apps

(1) After logging into Yoom, select "My Apps" from the left menu and click "+ New Connection".

(2) From the list of new connections in My Apps, click on DocuSign.
(3) Sign in to DocuSign. Enter your email address and click "Next".

(4) On the next screen, enter your password and click "Log In".
(5) Next, connect Notion. Similarly, click on Notion from the list of new connections in Yoom.
(6) From the access request image, click "Select Page".

(7) Check the pages you want to allow and click "Allow Access".

Once the connection is complete, DocuSign and Notion will be registered in Yoom's My Apps.

This completes the My Apps registration.
Next, let's set up triggers using templates!

Step 2: Setting Up DocuSign Envelopes

(1) We will use the templates introduced earlier. Click "Try It" on the banner below.

Click on "When Envelope is Completed" in the App Trigger.

(2) From the DocuSign "Select Account and Action" screen, check if there are any errors in the account information linked with DocuSign, keep the trigger action as "When Envelope is Completed," and click "Next."

(3) From the "App Trigger Webhook Event Reception Settings" screen, copy the Webhook URL and configure it in the DocuSign management screen.

Once the configuration is complete, click "Test," and if no errors occur, click "Save."

Step 3: Retrieve Information of a Specific Envelope

(1) Next, retrieve the envelope information by linking with DocuSign.
Click on "Retrieve Information of a Specific Envelope."

(2) From the DocuSign "Select Account and Action" screen, check if there are any errors in the account information linked with DocuSign, keep the action as "Retrieve Information of a Specific Envelope," and click "Next."

(3) From the "API Connection Settings" screen, check the red line and enter the account ID.
Click "Test" while the envelope ID is set to "{{EnvelopeID_Trigger}}."

If no errors occur, click "Save" at the bottom.

Step 4: Update Notion Record

(1) Next, configure the record update settings by linking with Notion.
Click on "Update Record (ID Search)."

(2) From the Notion "Database Integration" screen, check if there are any errors in the account information linked with Notion, and keep the execution action as "Update Record (ID Search)."

Check the red line and enter the database ID.
Once the input is complete, click "Next."
(3) From the "Database Operation Detailed Settings" screen, ① select the condition of the record you want to update from the dropdown.
② Select the value of the updated record from the output.

Once the input is complete, click "Test" at the bottom, and if no errors occur, click "Save."
(4) Finally, click "Turn ON Trigger."

This completes the "Update Notion Information When Contract is Completed in DocuSign" flow bot.

Other Automation Examples Using DocuSign and Notion

At Yoom, there are many other examples of automation using DocuSign and Notion, so let us introduce a few.

1. Sending Contracts via DocuSign Based on Google Form Responses

Contracts are automatically sent via DocuSign based on responses to Google Forms. By using this flow, templates are standardized, ensuring that contracts are created in a consistent format.

2. Once the envelope (completion) is finished with DocuSign, store the file in Google Drive

By integrating with Google Drive, data is automatically stored in Google Drive upon completion. This is recommended for those who want to efficiently manage contracts or for legal personnel.

3. Automatically transcribe Google Meet meetings and add the minutes to Notion

By using this template, you can reduce the effort of manually creating meeting minutes and prevent input errors. It will be particularly useful for those who frequently attend meetings or during long meetings.

For those who want to check templates using DocuSign and Notion, please visit the following site.

List of Flowbot Templates Using DocuSign

List of Flowbot Templates Using Notion

Summary

With the integration of DocuSign and Notion, it seems possible to automate contract management, improve operational efficiency, and enable accurate information sharing!
By automatically updating information upon contract completion, you can prevent manual input errors and task omissions, allowing the entire team to share the latest information. Additionally, organizing contract history will create an environment where you can quickly transition to the next action.
If you are interested, leverage this integration to streamline contract operations and create time that contributes to business growth!