How to integrate DocuSign with Microsoft Excel to automatically update contract completion in DocuSign to Microsoft Excel

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Step 1: Connect DocuSign and Microsoft Excel to My Apps

First, connect the apps you will use with Yoom.
After logging into Yoom, click "My Apps" on the left menu, then click "+ New Connection".

Search for DocuSign and Microsoft Excel respectively, and proceed with the input according to the displayed content.
Enter login information, and once the connection is made, it will be displayed in the My Apps list, so please check it.

If DocuSign is also displayed, the My Apps connection is complete.
Next, let's move on to the specific settings of the app.
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 are redirected to
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: Set up an App Trigger in DocuSign

Click on the first contact "When the envelope is completed".
On the first page, check the DocuSign account information that is linked with My App.

You can change the title to something that is easy for you to understand. If you are running multiple flows, it is recommended to change the title for differentiation.

Since the trigger action cannot be changed, proceed to the next step after confirming the account information.
On the next page, set up the trigger using a Webhook.
A Webhook is a mechanism that automatically notifies other services when an event occurs.

In this flow, the role of the Webhook is to notify (update information) Microsoft Excel when a contract is completed in DocuSign.

Copy the displayed URL and set it up in the DocuSign management screen while checking the contents of the precautions.
Once set up, click "Test" to obtain the output.

This output will be used in later settings, so make sure it is obtained correctly and click "Save".
This completes the app trigger setup.

Step 3: Set up Information Retrieval in DocuSign

Next, proceed to the "Retrieve Specific Envelope Information" setup.
On the first page, just confirm the account information as you did during the trigger setup and proceed to the next step.

‍On the next page, set up which information within DocuSign to retrieve.

Obtain the account ID and reflect the previously obtained output in the envelope ID.
Once both are entered, click "Test" to obtain the output.

This output will be used when updating information in Microsoft Excel.
After confirming, click "Save" to complete the information retrieval setup.

Step 4: Set up Record Update in Microsoft Excel

Finally, click "Update Record".
On the first page, check the title, account information, etc., and fill in the "Database Integration" section below.

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Select OneDrive or SharePoint as the data storage location and enter or select each item.
Once everything is entered, click "Next" to check if the integration is successful.

Next, proceed to the condition settings for the update.

In the specified table, search for the record to be updated based on condition ①.
In the image above, the setting is to search for ID (sheet row name) = Envelope ID.

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Next, set which fields of the searched record to update with which information.
Select the obtained output in the corresponding field.

After entering the necessary information, click "Test", and if there are no issues, click "Save" to complete all settings.
Finally, turn on the trigger to run the flow.

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Now, the information on the specified Microsoft Excel sheet will be updated after a contract is concluded in DocuSign!

The flowbot template used this time
Update Microsoft Excel information when a contract is completed in DocuSign

Other Automation Examples Using DocuSign and Microsoft Excel

Here are many other examples of automation using DocuSign and Microsoft Excel available on Yoom.

1. By integrating DocuSign with kintone, you can automatically send contracts via DocuSign when the status in kintone is updated. This eliminates the need to manually check for status updates, leading to quicker responses.

2. Microsoft Excel is useful not only for managing contracts but also for managing email information. When you receive an email in Yoom, the information is summarized by AI and automatically stored in Microsoft Excel. You can specify the conditions for storing emails, which will also help in accumulating information.

Summary

The integration of DocuSign and Microsoft Excel not only facilitates efficient contract management but also enhances communication between teams. With Yoom, you can set up this automation without any programming knowledge. If you want to streamline your operations without complex procedures, start utilizing this convenient feature today. Reduce the time spent on data updating tasks and create an environment where you can focus on other important tasks.