[No Code Solution] How to Automatically Integrate File Data from Microsoft SharePoint to DocuSign
How to Integrate Applications
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2025-05-09
[No Code Solution] How to Automatically Integrate File Data from Microsoft SharePoint to DocuSign
"Uploading contracts to SharePoint and requesting signatures with DocuSign every time takes too long..." "I want to integrate SharePoint with DocuSign to make the signing process more efficient!"
This is a must-read for business professionals with such concerns!
By integrating Microsoft SharePoint with DocuSign, you can address these issues and expect to streamline document management and the signing process. For example, it will be possible to automatically request signatures with DocuSign for files uploaded to Microsoft SharePoint and seamlessly integrate document management and the signing process.
This article clearly explains what can be achieved by integrating Microsoft SharePoint with DocuSign and how to create a specific integration flow. Please refer to this article and try integrating Microsoft SharePoint with DocuSign!
For those who want to try it quickly
By using Yoom, you can easily integrate Microsoft SharePoint with DocuSign without any code. Yoom provides templates for integrating Microsoft SharePoint with DocuSign, so you can achieve integration immediately just by registering, even without API knowledge.
What You Can Do by Integrating Microsoft SharePoint and DocuSign
By integrating the APIs of Microsoft SharePoint and DocuSign, you can automatically transfer data from Microsoft SharePoint to DocuSign! For example, you can automatically perform data transfers like the ones below without any manual intervention.
By clicking "Try it out" for the automation example you're interested in and registering an account, you can immediately experience the integration of Microsoft SharePoint and DocuSign. Registration takes just 30 seconds, so feel free to give it a try!
Request DocuSign Signatures for Files Uploaded to Microsoft SharePoint
This flow is recommended for those who manually use DocuSign to request signatures after uploading files to Microsoft SharePoint and wish to automate the process to improve operational efficiency.
Let's Create a Flow to Integrate Microsoft SharePoint and DocuSign
Let's get started with creating a flow that integrates Microsoft SharePoint and DocuSign! We'll proceed with the integration of Microsoft SharePoint and DocuSign using Yoom without any coding, so if you don't have a Yoom account yet, please create one from this link.
[What is Yoom]
This time, we will create a flow bot that transfers data to DocuSign when a file is uploaded to Microsoft SharePoint! We will create it in the following major steps.
Integrate Microsoft SharePoint and DocuSign with My Apps
Copy the template
Set up triggers in Microsoft SharePoint and operations in DocuSign
Turn on the trigger and verify the operation of the integration flow
Step 1: Connect Microsoft SharePoint and DocuSign with My Apps
Let's register My Apps to connect Microsoft SharePoint and DocuSign to Yoom. By registering My Apps first, you can proceed with the automation settings smoothly.
Before connecting, make sure to upload files to Microsoft SharePoint!
1. Click on My Apps on the left side of the Yoom page and select "+ Add". Enter "Microsoft SharePoint" in the search box at the top right and select the icon from the search results.
※ "Microsoft 365 (formerly Office 365)" has personal and business plans (Microsoft 365 Business). If you do not have a business plan, authentication from Yoom may not work properly, so please be careful.
2. On the displayed screen, enter your email address and click "Next".
On the next screen, enter your password and click "Sign In".
3. Next, register DocuSign with My Apps. Similarly, click on My Apps on the left side of the Yoom page and select "New Connection".
Search for "DocuSign". On the displayed screen, enter your email address and click "Next".
On the next screen, enter your password and click "Log In".
On the next screen, enter the verification code and click "Verify".
If Microsoft SharePoint and DocuSign are displayed in My Apps, registration is complete.
Step 2: Copy the Template
From here, let's create the flow! Since we are using a template, open the template page below and click 'Try it'.
The template will be automatically copied to your workspace. Please click "OK" on the next screen that appears.
Step 3: Setting Triggers for Microsoft SharePoint
※The following screen appears when you click "Request a signature with DocuSign for files uploaded to Microsoft SharePoint [Copy]" displayed in the Flowbot under "My Projects" on the left side of the Yoom page screen.
1. Click "OK" on the previous screen, then click the app trigger "When a file is created or updated in a specified folder on the site" on the displayed screen.
2. Check each item on the displayed screen. Leave the trigger action as it is and click "Next".
3. Set the details on the displayed screen. Select the "Trigger Interval". ※It is recommended to set it to the shortest time possible! ※You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. Please note that the shortest trigger interval varies depending on the plan. ※For more details about the Yoom plan, please refer to here.
4. For "Site ID" and "Folder ID", please select from the suggestions displayed when you click the input field.
5. Once you have finished entering, execute "Test" and if successful, click "Save". ※Please check the content of the displayed output as it will be used in the following settings.
Step 4: Setting File Download for Microsoft SharePoint
1. Click "Download File" to integrate with the app.
Check the title and account information as before, then click "Next".
2. Set up the API connection. For "Site ID" and "Drive ID", please select from the suggestions displayed when you click the input field.
"Item ID" can be selected from the output displayed when you click the input field.
Once you have finished entering the information, click "Test" to check the output of the downloaded file, then click "Save" to complete the settings.
Step 5: Setting Up DocuSign Envelope Creation
1. Click "Create Envelope" to integrate with the app.
Click "Next".
2. Set up the API connection. For "Account ID" and "Email Subject", please enter according to the description below the input field.
By utilizing the output in the email subject, you can reflect the document item name.
For "Recipient", please enter according to the description below the input field. ※The input values are dummy.
Once you have finished entering, execute "Test" and if successful, click "Save".
Step 6: Adding and Updating Documents in DocuSign Envelope
1. Click "Add/Update Documents in Envelope" to integrate with the app.
Click "Next".
2. Set up the API connection. For "Account ID", please enter according to the description below the input field.
For "Envelope ID", please select from the output displayed when you click the input field.
For "Document ID", please enter according to the description below the input field. Select "File Attachment Method" from the dropdown.
Once you have finished entering, execute "Test" and if successful, click "Save".
Step 7: Sending DocuSign Envelope
1. Click "Send Envelope" to integrate with the app.
Click "Next".
2. Set up the API connection. For "Account ID", please enter according to the description below the input field.
For "Envelope ID", please select from the output displayed when you click the input field.
Once you have finished entering, execute "Test" and if successful, click "Save".
Step 8: Turn ON the Trigger Button and Verify the Integration Flow
Click the "Turn ON Trigger" button in the red frame on the screen below to automatically start the Flowbot.
If You Want to Integrate DocuSign Data with Microsoft SharePoint
This time, we introduced how to integrate data from Microsoft SharePoint to DocuSign, but if you want to integrate data from DocuSign to Microsoft SharePoint, please also use the following template.
Send Contracts with Docusign Based on Form Information and Store Them in Microsoft SharePoint
This flow is recommended for automating manual tasks in contract management using Docusign and Microsoft SharePoint, aiming to speed up business operations.
Store the file in Microsoft SharePoint once the envelope (completion) is finished in DocuSign
This flow is recommended for situations where you are using DocuSign to complete contracts and Microsoft SharePoint for document management and sharing.
Other Automation Examples Using Microsoft SharePoint and DocuSign APIs
By leveraging the APIs of Microsoft SharePoint and DocuSign, various automations can be achieved! How about considering the following automations?
Automation Examples Using Microsoft SharePoint
You can automatically create folders based on information from email, chat tools, spreadsheet tools, and databases. Registration to other CRM tools and databases is also possible!
Automation Example Using DocuSign
You can automate sending and requesting signatures for contracts using files from databases or cloud storage tools, notifying via communication tools after contract completion, and storing certificates in cloud storage tools!
Conclusion
By integrating Microsoft SharePoint with DocuSign, you can significantly streamline file storage and document exchange, reducing the workload. Moreover, the method introduced here allows for no-code setup, so you can rest assured even without programming expertise.
The appeal of Yoom is that anyone can start easily without any complex operations! Start with a free registration and experience its user-friendliness for yourself.
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