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 this time with Yoom.
After logging into Yoom, click "My Apps" → "+ New Connection" in the left menu.

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.

If DocuSign is also displayed in the same way, 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 below.

1. Hover over the banner and click "View Details"
2. Click "Try This Template" on the page you moved to
3. Register for Yoom
※ If you have already completed registration, the login screen will be displayed, so please log in.

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Step 2: Set Up App Trigger in DocuSign

Click the first contact "When the envelope is completed".
On the first page, the account information of DocuSign linked with My Apps is reflected, so please check it.

You can change the title to something that is easy for you to understand. If you are running multiple of the same flow, we recommend changing the title to differentiate them.

Since the trigger action cannot be changed, proceed to the next step after checking 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 in the DocuSign management screen while checking the contents of the precautions.
Once the setup is complete, click "Test" to obtain the output.

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

Step 3: Set Up Information Retrieval in DocuSign

Next, move on to the settings for "Retrieve Information of a Specific Envelope".
On the first page, just check the account information as in the trigger setup and proceed to the next step.

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

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 settings.

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 either 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, move on to setting conditions 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 items 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 flow bot 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 status updates, leading to quicker responses.

2. Microsoft Excel is not only useful for managing contracts but also for organizing 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 be helpful for accumulating information.

Summary

With the integration of DocuSign and Microsoft Excel, not only can contract management proceed efficiently, but communication between teams is also expected to improve. By using 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.