How to integrate Notion and DocuSign to send contracts from DocuSign when a page is created or updated in Notion

Contracts related to buying and selling goods or hiring employees can be considered repetitive tasks that occur frequently. Additionally, when sending contracts, it is courteous to send documents quickly to avoid keeping the other party waiting.
This time, we introduce the app integration of Notion and DocuSign to enable quick document sending when entering into contracts.
Simplifying the contract sending process should also help reduce the burden of administrative tasks. If you frequently use contracts, consider adopting this approach.

Benefits of Integrating Notion and DocuSign

1. Reduction of Effort and Improvement of Efficiency

When entering into contracts with the same content each time, there is no need to create a new contract each time. Therefore, don't you use what is already prepared?
By integrating Notion and DocuSign, when a Notion page is created or updated, the contract prepared in advance in DocuSign can be automatically sent. As a result, the sending of documents for templated contracts is automated, reducing the burden of administrative tasks.

2. Shortening the Time to Contract Conclusion

By integrating Notion and DocuSign, the manual process of sending contracts is reduced, and contracts are quickly delivered to the other party. Therefore, the time to contract conclusion is shortened. Additionally, it is possible to avoid situations where sending is forgotten or postponed.
If the contract is completed quickly, transitioning to the next phase should also be smooth. Handover to other departments or personnel will be smooth, and efficiency is expected to improve.

[About Yoom]

Next, we will introduce how to create a Flowbot that automates the business flow of "sending a contract with DocuSign when a specific Notion page is created or updated" using Yoom, which allows app integration without programming.
After registering with Yoom, please try creating it!

The above Flowbot template can be copied from below.

1. Click on "View Details" on the top banner
2. Click on "Try this template" at the bottom of the transitioned screen
3. Register for Yoom

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

How to Create a Notion and DocuSign Integration Flow

Once Yoom registration is complete, the Flowbot 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 side of the screen.

Step 1: Integrate Notion and DocuSign with My Apps

Click the new connection button at the top right and integrate Yoom with each app.

Integration of Notion and Yoom

1. Prepare Notion
‍To integrate Notion and Yoom, you need to prepare Notion at this stage.
This time, we created a page assuming an employment contract with an employee.

To send the contract to the "Address" on this Notion page, create an address field.
The layout does not need to be as shown in the image. Please set it as you wish.

2. Search
‍Search for Notion and click on the Notion icon.

3. Access Request

An access request will be displayed as shown in the image.
Check it and click "Select Page".

4. Select Page

The page you created in Notion will be displayed.
Select the page you prepared earlier and click "Allow Access".‍

5. Integration Complete

The screen will switch, and if the above display appears, the integration is complete.

Integration of DocuSign and Yoom

1. Search
‍Search for DocuSign and click on the DocuSign icon.

2. Allow Access

You will be asked to allow access as shown in the image.
Check it and click "Allow Access".‍

3. Integration Complete

The screen will switch, and if the above display appears, the integration is complete.

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The integration of Yoom with each app is complete.
Next, we will configure the Flowbot.
If you haven't copied it yet, please copy the Flowbot template from below.

Step 2: Setting to Detect Addition/Update of Notion Pages

1. Open My Project

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

2. Select the Copied Template‍
‍Select "[Copy] Send Contract from Notion via DocuSign".‍

3. Select App Trigger
‍Select "When a page in a specific database is created or updated" from the Notion icon. Set it so that the trigger activates when a page is created or updated in Notion.
Press Next.‍

4. Set Trigger Activation Interval

Set the activation interval.
The trigger can be set to activate at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
Please note that the shortest activation interval varies depending on the plan.‍

5. Set Database ID

Set the Notion database ID.
The ID is listed within the Notion URL.

The red frame in the image is the database ID.
Copy it from the URL of the page linked with DocuSign and paste it into the Yoom settings screen.‍

7. Execute Test

Press the test button at the bottom of the screen.
After confirming that "Test Successful" is displayed, press Save.

Step 3: Setting to Retrieve Email Addresses from Notion

1. Operate the Database
‍Select "Retrieve Record (ID Search)" from the Notion icon. Scroll down the screen.‍

2. Database Integration

Enter the Notion database.

By clicking the box, a list of integrated Notion databases will be displayed.
Click the same one as the database you set earlier.
Press Next.‍

3. Conditions for the Record to be Retrieved

To retrieve email addresses from Notion, set the conditions for the record.

Click the empty box on the far right and click the Notion icon.

The Notion page data that you test-sent earlier will be displayed.
Select the object ID from it.‍

4. Execute Test

Once the settings are configured as shown in the image, press Test.
After confirming the test is successful, save.

Step 4: Setting to Automatically Send Contracts from DocuSign

1. Integrate with App
‍Select "Create and Send Envelope from Template" from the DocuSign icon. Press Next.‍

2. Enter ID

Enter each ID. Follow the notes below the box to set it.

The template ID can be selected by clicking the box and choosing from the list.‍

3. Set Recipient

Set the recipient.
Click the box at the top labeled "Recipient's Email Address".

Click the Notion data in the red frame.

Click the address and insert it.
The above data is linked with the prepared Notion page, so it may not match the image.
Therefore, when setting, select the one corresponding to the address according to the Notion page you prepared.

Set "Recipient's Name" in the same way.‍

4. Execute Test
Once the settings are configured, press Test.
After confirming the test is successful, save.‍

5. Turn ON the Trigger

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

This completes the creation of the flowbot using Notion and DocuSign.

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Flowbot Template Used This Time
Send Contract from Notion via DocuSign

Other Automation Examples Using Notion and DocuSign

Yoom offers a variety of flowbots that utilize Notion and DocuSign. Let me introduce a few!

1. Store the file in Google Drive once the envelope (completion) is finalized in DocuSign
‍We also provide a flowbot that automatically stores documents after contract completion. It is recommended to use it in conjunction with the app integration this time.

2. Send the contract via Docusign when the Salesforce opportunity stage reaches the specified phase
‍Integration with Salesforce is also convenient for sales contracts!

3. Update the employee management ledger in Notion when employee information is updated in SmartHR
By connecting with this flow bot, after updating employee information in SmartHR, the data can be transferred to Notion, and the sending of contracts can be automated.

Summary

By integrating Notion and DocuSign, contracts can be sent quickly, potentially reducing the time to finalize agreements. As a result, the speed of contract processing may increase, allowing tasks to be completed more efficiently.
It also helps reduce the burden of administrative tasks, so consider incorporating automation.