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We will introduce how to integrate DocuSign with Google Chat to automatically receive notifications when a contract is completed.
This automation allows you to keep track of contract progress in real-time, potentially streamlining subsequent tasks.
Additionally, it facilitates easy information sharing among team members, making it a recommended automation for those who want to receive notifications immediately.
This article introduces the benefits of integrating DocuSign with Google Chat and how to set up the automation.
By integrating DocuSign with Google Chat, you can reduce the hassle of contract completion notifications.
For example, when a contract is completed in DocuSign, it is automatically notified in Google Chat.
Additionally, DocuSign can use the acquired information to create contracts based on that information.
This allows the person in charge to save the effort of checking in DocuSign and notifying in Google Chat, reducing their burden.
As a result, the person in charge will be able to focus on priority tasks.
Receiving contract completion notifications in Google Chat can help prevent overlooking important contracts.
Especially when contracts are diverse or multiple contracts are in progress simultaneously, the risk of missing contract confirmations increases.
However, by implementing this automation, contract completion notifications remain as an archive, allowing you to check the history later.
For example, departments like accounting or legal, which need to process contracts accurately, can simply check Google Chat, ensuring smooth contract processing.
Additionally, if you set the notification destination in Google Chat to team members, you can share contract completions with the team.
When a contract is completed in DocuSign and automatically notified in Google Chat, it facilitates smooth subsequent tasks.
For example, you can prepare for service provision or document preparation after contract completion.
This allows the person in charge to start subsequent tasks without missing the timing, reducing the likelihood of delays.
Especially in companies where quick response is required, this will be an effective automation.
We will introduce the automation method using Yoom by integrating DocuSign with Google Chat.
This time, we will introduce the setting method for the following template: "Notify Google Chat when a contract is completed in DocuSign."
By using this template, you don't need to set up automation from scratch, making it convenient.
Read the following screen display and click "OK".
When the following screen is displayed, check "Title" → "Description".
If changes are necessary, you can make them from the page below.
To start with the DocuSign settings, click "When the envelope is completed".
The following screen will be displayed, so check the settings.
When the following screen is displayed, click within the red frame to copy the Webhook URL.
Check the precautions.
Check the precautions and set it on the DocuSign screen.
Click in the order of "Administrator" at the top → "DocuSign Connect" at the bottom left → "Add Settings" → "Custom", and set it as follows.
※ Since "https://" is already entered in DocuSign's "Issued URL", delete it before pasting the Webhook URL.
Once set, send a Webhook event or execute a trigger event and click "Test" → "Test Success" → "Save" on the Yoom screen.
Next, to set up Google Chat, click "Notify Google Chat".
The following screen will be displayed, so check the settings.
When the following screen is displayed, set the "Space Resource Name".
Scroll and set the "Message Content".
Use the DocuSign output to set it.
Click the arrow within the red frame to use the output.
The following is set as an example, so set it as desired.
Once set, click "Test" → "Test Success" → "Save".
Finally, click "Turn on Trigger" to complete the automation settings.
Check if the flow bot is operating correctly.
The flow bot template used this time
Notify Google Chat when a contract is completed in DocuSign
1. This is a flow that automatically updates kintone information when a contract is completed with DocuSign.
It saves the effort of manually updating data, allowing you to focus on core tasks.
2. This is a flow where files are automatically stored in Google Drive once the envelope (completion) is finished with DocuSign.
It eliminates the need to manually store files and prevents file loss.
3. This is a flow where a PDF is automatically generated from a Google Docs employment contract template using the form's content and sent via DocuSign.
By simply entering data into the form, you can issue and send documents, saving you time and effort.
By integrating DocuSign with Google Chat and automating notifications upon contract completion, you can expect improved operational efficiency. This makes it easier to track contract completions, prevents oversights, and ensures subsequent tasks proceed smoothly. In business environments where quick responses are crucial, this offers significant advantages. Implement this automation to streamline your processes.
Automation using the no-code tool Yoom requires no code input. If you are considering implementing automation, please register for free here.
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