How to integrate DocuSign with Airtable to automatically update Airtable based on data from contracts signed in DocuSign

The contract required for conducting transactions is a very important document. Therefore, you may need to deeply understand its contents and share data with team members.
However, if you frequently enter into contracts, it requires considerable effort. Creating documents, transferring data to other tools after signing, and so on can be quite challenging.
If you are experiencing such burdens with contract administration, let's integrate DocuSign and Airtable! By doing so, post-signature administrative tasks will become smoother, and data management should become easier.
First, let's introduce the benefits of integrating these two apps.

Benefits of Integrating DocuSign and Airtable

1. Enhanced Collaboration Between Different Departments

With this integration, you can update the data managed in Airtable based on the contract information signed in DocuSign.
Updates are performed in real-time, allowing you to proceed with tasks more quickly than when manually transferring data.
Additionally, information sharing between the department using DocuSign and the department handling administrative tasks should become smoother. This will likely make inter-departmental collaboration easier.

2. Reduced Workload

Manually transferring a large amount of data can consume a lot of time. However, if the transfer process is automated, you won't need to spend time on data entry.
It also helps prevent human errors such as typing mistakes, making it easier to maintain data accuracy.
As a result, you can expect improved work efficiency and reduced workload, leading to a better working environment.

[About Yoom]

Next, we will introduce how to create a Flowbot in Yoom, which allows app integration without programming, to "update Airtable information when a contract is completed in DocuSign."
After registering with Yoom, please try creating it!

The above Flowbot template can be copied from below.

1. Hover over the banner and press "View Details"
2. Press "Try This Template" on the page you navigated to
3. Register for Yoom

※ If you have already completed registration, the login screen will be displayed, so please log in.

How to Create a DocuSign and Airtable Integration Flow

Step 1: Integrate DocuSign and Airtable with My Apps

Once you complete the registration for Yoom, the Flowbot template will be copied to "My Projects".
If a display like the image appears, please select "My Apps" from the menu on the left.

Click the new connection button at the top right and integrate Yoom with each app.

Integration of DocuSign and Yoom

1. Search
‍Search for DocuSign and click the DocuSign icon.

2. Grant Access

You will be asked to grant access as shown in the image.
Check and click "Grant Access".‍

3. Integration Complete

The screen will switch, and if the above display appears, the integration is complete.

Integration of Airtable and Yoom

1. Prepare Airtable
‍Prepare the Airtable you will use at this stage.

<span class="mark-yellow"></span>The following three fields need to be set:<span class="mark-yellow"></span>

・Company Name

・Contract Date

・Envelope ID

Set up the fields to update Airtable based on this information.

2. Search
‍Enter Airtable in the search box and click the Airtable icon.

3. Sign In

The Airtable sign-in screen will be displayed. Sign in with the account you want to integrate with DocuSign.‍

4. Add a Base

After signing in, you will transition to the above screen.

Click "Add Base" in the red frame and select the base where you want to add DocuSign data.

5. Grant Access

Once the base is added, press "Grant Access".

Return to the Yoom screen, and if the above display appears, the integration is complete.

DocuSign and Airtable have been successfully integrated with Yoom.
Next, let's configure the contents of the 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 redirected page
3. Register for Yoom
※ If you have already registered, the login screen will be displayed, so please log in.

‍

Step 2: Setting up Real-Time Data Transmission from DocuSign

1. Open My Project

Open "My Project" from the menu on the left side of the screen.

2. Open the Copied Template
‍Click on "Update Airtable Information When a Contract is Completed in DocuSign".‍

3. Select App TriggerSelect "When Envelope is Completed" from the DocuSign icon.

Press Next.‍

4. Set Up Webhook

Set up on the DocuSign page based on the information displayed.

5. Complete the Envelope
‍Once the webhook setup is complete, complete the envelope to use the DocuSign contract data for testing.

6. Execute Test

After completing the envelope, return to the Yoom screen and press the test button.
If "Test Successful" is displayed in blue, the setup is complete. Please press save.

Step 3: Setting Up to Retrieve DocuSign Contract Data

1. Integrate with the App
‍Select "Retrieve Specific Envelope Information" from the DocuSign icon.
Press Next.

2. Enter ID

Enter the ID.
Since the envelope ID setup is complete, only enter the account ID.

3. Execute Test
‍Once the setup is complete, press the test button at the bottom.
If "Test Successful" is displayed in blue, the setup is complete. Please press save.

Step 4: Setting Up to Add Data to Airtable

1. Integrate with the App
‍Select "Update Record" from the Airtable icon.
Press Next.

2. Enter ID

Enter the ID according to the supplement at the bottom of the box.

3. Add Data

Set up which data in Airtable to update.
In the case of the image, the value box setup is complete, so set the field name.

In the Airtable prepared for this case, the sending date corresponds to the contract date.

Therefore, enter "Contract Date" as the field name.

Next, let's add other data. Click the red frame.

A blank box will be added, so click it.
Select the red frame part from the displayed data.

This time, to set the envelope ID, click the red frame to insert it.

Once set up like the image, perform the test.‍

4. Execute Test
‍Press the test button at the bottom.
If "Test Successful" is displayed in blue, the setup is complete. Please press save.

5. Turn On the Trigger

Once the flowbot creation is complete, the above display will appear.
The trigger is initially set to OFF, so turn it ON.

This completes the creation of a flowbot using DocuSign and Airtable.

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Flowbot Template Used This Time
Update Airtable Information When a Contract is Completed in DocuSign

Other Automation Examples Using DocuSign and Airtable

Yoom also has other flow bots that use Airtable and DocuSign.

1. Send Contracts from Airtable via DocuSign
‍You can send contracts from DocuSign based on information from Airtable. It is also recommended to use this in conjunction with the current flow bot.

2. Once the contract is completed with CloudSign, update the information in Airtable
‍Integration with CloudSign is also available. Connect with your preferred tools.

3. Once the contract is completed with DocuSign, update the information in Google Sheets
‍If you prefer simpler editing and sharing, how about integrating with Google Sheets?

Summary

Manual data entry is time-consuming and can sometimes lead to input errors, so it is recommended to implement automation.
By automatically saving the signed contract data to Airtable, it becomes easier to share with team members and to keep track of contract renewals and other information.
This app integration is beneficial for reducing workload, so please consider implementing it.