How to integrate DocuSign with LINE WORKS to receive notifications in LINE WORKS when a contract is completed in DocuSign

Automate contract completion notifications by integrating DocuSign with LINE WORKS!
Notify the completion of signatures on contracts via LINE WORKS and share information with the entire team. This streamlines contract-related tasks and significantly improves efficiency. In this article, we will introduce the integration method that can be achieved with simple settings and its specific benefits. A must-read for those using DocuSign and LINE WORKS!

Recommended for

・Those who are using DocuSign and LINE WORKS but find it cumbersome to share contract completions

・Those who want to quickly share information with all stakeholders upon contract completion

・Sales or support personnel aiming to speed up customer response and provide proactive services

・Management personnel who want to visualize the contract process and efficiently manage multiple contract progressions

・Those who want to improve business speed by integrating DocuSign and LINE WORKS

Benefits and Examples of Integrating DocuSign and LINE WORKS

Benefit 1: Rapid Sharing of Contract Completion

By integrating DocuSign with LINE WORKS, notifications are sent to LINE WORKS for each contract completion. This allows you to grasp the contract status in real-time and facilitates smooth information sharing among stakeholders.

For example, when sales personnel receive a contract completion notification, they can immediately start preparing for the next steps, such as arranging products or initiating services. Additionally, accounting personnel can review contract details and expedite billing processes. This enables each person to focus on their respective tasks, leading to overall business efficiency.

Benefit 2: Speeding Up Customer Response

Receiving DocuSign contract completion notifications via LINE WORKS allows sales and customer support teams to quickly check contract status and promptly move to the next action.

For example, sending a thank-you email to the customer upon contract completion or sharing necessary documents via LINE WORKS enables proactive customer response. Such prompt actions strengthen trust with customers and ensure a smooth post-contract process.

Benefit 3: Visualization of the Contract Process

With DocuSign contract completion information being notified to LINE WORKS, you can easily grasp the progress of contracts at a glance.

For instance, sales teams and management departments can check contract statuses in real-time through LINE WORKS, visualizing which contracts are completed and which require further procedures. This system is particularly effective when managing multiple contracts simultaneously, supporting a smooth workflow.

[About Yoom]

How to Create an Integration Flow between DocuSign and LINE WORKS

Next, we will introduce how to create a flowbot using the template below, which allows app integration without programming, for "notifying LINE WORKS when a contract is completed in DocuSign" using Yoom.

‍Step 1: Connect DocuSign and LINE WORKS to My App

Registering My App in advance will facilitate smooth automation settings.

■DocuSign

First, select My App on the left side of the Yoom screen and click "New Connection" on the right.

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Enter the app name in the box.

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When the following screen appears, sign in to DocuSign.

Click "Next".

This completes the app connection with DocuSign.

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■LINE WORKS

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Next, connect to LINE WORKS.

Select My App on the left side of the Yoom screen and click the LINE WORKS icon from "New Connection" on the right.

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Enter the required fields.

For details, access LINE WORKS My App Registration Method from the LINE WORKS administrator account and register according to the instructions.

Once the two required fields are set, press the Add button at the bottom right.

If the above display appears, the connection is complete.

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Step 2: Copy the Template

Next, copy the template to be used this time.

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.
When the Flowbot template is copied to "My Projects", the above display will appear.

Once you have navigated to a page like the image, proceed with detailed settings. Step 3: DocsSign App Trigger Settings Open "My Projects" from the menu on the left side of the screen. Next, click "Notify LINE WORKS when a contract is completed with DocuSign". Click on the DocuSign icon "When the envelope is completed". Check for any errors in the linked account information, enter the required fields, and click "Next". From the "App Trigger Webhook Event Reception Settings" screen, copy the Webhook URL and configure it in the DocuSign management screen. Once the setup is complete, click "Test" and if no errors occur, click "Save". This completes the trigger setup. Step 4: LINE WORKS App Integration Settings Click on the LINE WORKS icon "Send a message to the talk room". Then click "Next". Set the ID in the red frame. For the Bot ID, please refer to the "How to Create a Bot" at the bottom of the "LINE WORKS My App Registration Method". Set the Talk Room ID according to the supplement at the bottom of the box. Click the three-dot leader at the top right of the LINE WORKS talk room. By selecting the Channel ID, you can obtain the Talk Room ID. Next, set the content of the message you want to notify LINE WORKS. Click the box. Select the item in the red frame. The data from the DocuSign test transmission will be displayed in a list. Click to insert the data you want to notify LINE WORKS. Once the data is inserted, it will look like the image. If there are other data you want to insert, add them. Once the message settings are complete, press the test button at the bottom. If it displays as a blue success, the setup is complete. Press save. Step 5: Turn ON the Trigger Button When the Flowbot creation is complete, the above display will appear. The trigger is initially set to OFF, so turn it ON. Template used this time Notify LINE WORKS when a contract is completed with DocuSign

Other Automation Examples Using DocuSign and LINE WORKS

There are many other examples of automation using DocuSign, and here are a few of them.

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1. Update Microsoft Excel Information When a Contract is Completed with DocuSign

This flow updates Microsoft Excel information after a contract is completed with DocuSign. After the contract is completed, the sending date and time are automatically added, eliminating manual work. This helps prevent input errors or omissions, leading to accurate sharing.

2. Update kintone information once the contract is completed with DocuSign

This is the flow to update kintone information once the contract is completed with DocuSign. It automatically adds records, reduces manual work, allows you to allocate time to other tasks, and enables you to focus on core operations, thereby improving productivity.

3. Send via Gmail once the contract is completed with DocuSign

You can notify all parties involved about the contract completion, enabling smooth sending of the contract and transition to the next steps.

By integrating DocuSign with LINE WORKS, you can significantly improve operational efficiency by automating notifications upon contract completion. Rapid information sharing allows all parties to move to the next step in a timely manner, enhancing the quality of customer interactions. Visualizing the contract process enables efficient management of multiple contracts and ensures a smooth workflow. Leverage these benefits to enhance the speed and quality of your operations.