How to integrate DocuSign with Discord so that when a contract is signed in DocuSign, an automatic notification is sent to Discord

If you frequently use DocuSign for contracts, integrating it with Discord is recommended!
In most cases, such as sales or employment contracts, there are subsequent processes after the contract is signed. Therefore, you will need to hand over to the person in charge of the subsequent tasks.
By integrating DocuSign with Discord, it might be possible to smoothly proceed with these subsequent tasks.
If you want to facilitate collaborative work between teams or departments, please take a look!

Recommended for

- Companies that conduct contracts with DocuSign and use Discord as their main communication tool
- Those who want to smoothly coordinate with the team handling tasks after a contract is signed with DocuSign
- Those who want to easily share notifications and information after a contract is signed with DocuSign to improve work efficiency

Benefits and Examples of Integrating DocuSign and Discord

1. Quickly Grasp Contract Completion

With this app integration, when a contract is signed on DocuSign, a notification is automatically sent to Discord. You will be more likely to notice when a contract is signed.
This is expected to eliminate the "The contract was signed, but I didn't notice and couldn't take any action!" downtime.
Additionally, notifications are delivered in real-time. Since you can quickly grasp when a contract is signed on DocuSign, it will be easier to take swift action towards the contracting party.

2. Smooth Transition to Subsequent Processes

After a contract is signed, subsequent tasks will follow. For example, in the case of a sales contract, it might involve ordering products or checking inventory, and for an employment contract, it might involve onboarding.
To smoothly connect to these subsequent tasks, quickly informing the person in charge that the contract has been signed is key.
With this integration, since the signing of the contract is notified in real-time, it is expected to facilitate a quick transition to the next phase.

3. Eliminate Individualization in Contract Work

By automatically notifying Discord of contract data signed on DocuSign, information can be easily disseminated to the entire team. This allows members other than the person in charge to grasp the work situation. Follow-ups to the person in charge at the appropriate timing are also possible.
As a result, it becomes easier to foresee the workflow, and the entire team may find it easier to coordinate. If you can understand tasks other than those you are responsible for, smoother communication can be expected.

Now, let's introduce the flow of integrating apps using Yoom.

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[What is Yoom]

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This time, we will automate the process of "notifying Discord when a contract is completed on DocuSign" using the following template.

Let's start by registering with Yoom.
1. Click on "View Details" in the banner above
2. Click on "Try this template" at the bottom of the transitioned screen
3. Register with Yoom

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

How to Create a DocuSign and Discord Integration Flow

The integration flow is broadly divided into the following processes.

・Integrate DocuSign and Discord with My Apps
・Set up DocuSign
・Set up notifications to Discord

Step 1: Integrate DocuSign and Discord with My Apps

Once registration with Yoom is complete, the flow bot template will be copied to "My Projects".
If the display appears as shown in the image, please select "My Apps" from the menu on the left.

Click the new connection button at the top right.

Enter the name of the app to be integrated in the box.

Integration of DocuSign and Yoom

1. Search

Search for DocuSign and click on 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 Discord and Yoom

1. Search

Search for Discord and select the Discord icon.

2. Enter Required Information

Discord Developer Portal to obtain the bot token and enter it in the access token.
For more details, please check the page on Discord My Apps Integration.

3. Add
‍Once the required information is entered, click Add at the bottom right.

If the above display appears, the integration is complete.
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Next, copy the template to My Projects and create a flow bot.
Please copy the flow bot 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.

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Step 2: DocuSign Launch Settings

1. Open My Projects

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

2. Open the copied template
‍Click on "Notify Discord when a contract is completed with DocuSign".‍

3. Select an app trigger

Select "Envelope Completed" from the DocuSign icon.
Press Next.‍

4. Set up the Webhook

Based on the displayed information, configure the settings on the DocuSign page.

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

6. Run the 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 4: Set up notifications to Discord

1. Connect with the app

Select "Send Message" from the Discord icon. Press Next.‍

2. Enter the Channel ID

Set the Discord channel where you want to notify the contract data signed with DocuSign.
Enter it according to the note at the bottom of the box.

‍3. Confirm the message

Set the content of the message you want to notify to Discord. Click the box.

Select the item in the red frame.

The DocuSign data that was test sent earlier will be displayed in a list.
Click to insert the data you want to notify to Discord.

Once the data is inserted, it will look like the image.

If there is other data you want to insert, add it as needed.

‍4. Arrange the layout

Rearrange the order and use symbols to arrange it into your preferred layout.
This will make the messages sent to Discord easier to read.

‍5. Run the test

Once the message settings are complete, press the test button at the bottom.
If "Test Successful" is displayed in blue, the setup is complete. Press Save.

6. Turn on the trigger

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

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Flow bot template used this time
Notify Discord when a contract is completed with DocuSign

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Other Automation Examples Using DocuSign and Discord

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

1. Notify Slack When a Contract is Completed with DocuSign

This is an automated version of the same flow, but with the notification destination changed to Slack. Try integrating with the communication tool you are familiar with.

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

You can automatically store the contracts completed with DocuSign in Google Drive. By automating even minor actions, you may be able to reduce your workload, so why not consider incorporating it?

3. Create and send contracts with DocuSign using Notion database information

If you manage and edit client data in Notion, this integration is also recommended. Automate the sending of contracts to simplify administrative tasks.

Summary

With the integration of DocuSign and Discord, you can be informed in real-time when a contract is signed. This is expected to facilitate smoother coordination for subsequent tasks.
Additionally, even if you are not responsible for a particular contract, receiving notifications on Discord makes it easier to track the progress of work. This may make it easier to follow up with team members.
Yoom allows for easy automation implementation without programming. It is easy to adopt even for those who have previously given up on integration, so please take this opportunity to try it out.