Integrating SPIRAL with DocuSign: How to Automatically Send Contracts via DocuSign When Customer Information is Registered in SPIRAL

The process consists of only 4 steps, so it can be set up in 10-15 minutes.

1. Register SPIRAL and DocuSign as My Apps
2. Set a trigger to activate when a record is created in SPIRAL
3. Set an action to create and send an envelope from a template in DocuSign
4. Verify the automation between SPIRAL and DocuSign

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Step 1: Register SPIRAL and DocuSign as My Apps

To connect SPIRAL and DocuSign to Yoom, register them as My Apps.
Registering them as My Apps will make the automation setup smoother.

Now, let's register SPIRAL as a My App.
Click "My Apps" → "New Connection" on the left side of the Yoom screen.
A list of apps will be displayed, so find SPIRAL from there or search from "Search by App Name".

The following screen will be displayed, so check the description and set the "Account Name" and "Access Token".
Check the creation and setting method of the API agent here.

Next, let's register DocuSign as a My App.
Select DocuSign in the same way as before.
When the following screen is displayed, enter your email address and log in.

Once the registration of SPIRAL and DocuSign as My Apps is completed, they will be displayed.

Step 2: Set a trigger to activate when a record is created in SPIRAL

To set up automation, click "Try it" on the banner below.

Read the following screen display and click "OK".

When the following screen is displayed, check the "Title" and "Description".
If you want to make changes, click on the relevant section to modify it.
First, to set up SPIRAL, click "When a record is created".

Check the settings when the following screen is displayed.

• "Title" → Set as desired
• "Account information linked with SPIRAL(ver.2)" → Ensure it is correct
• "Trigger Action" → When a record is created

When the following screen is displayed, configure the settings.

• "Trigger Interval" → Select from 5 minutes, 10 minutes, 15 minutes, 30 minutes, 60 minutes
  *Note that the trigger interval varies depending on the plan.
• "App ID", "Database ID" → Check the description and configure

After completing the settings, click "Test" to display "Test Successful".
Scroll down to check the response results of the registered contract information.
Based on these response results, create the SPIRAL output.
To send contracts via DocuSign, SPIRAL output is necessary, so please refer to this help page for registration.

Once the output settings are complete, click "Save".

Step 3: Set up the action to create and send an envelope from a template in DocuSign

Next, to configure DocuSign, click "Create and Send Envelope from Template".
Check the settings when the following screen is displayed.

• "Title" → Set as desired
• "Account information linked with DocuSign" → Ensure it is correct
• "Action" → Create and send envelope from template
  

When the following screen is displayed, select "Account ID" and "Template ID" from the options.

Scroll down to configure the "Recipient" settings using the SPIRAL output.
Click the arrow within the red frame to display the output set in SPIRAL earlier.
Select the output corresponding to the recipient's field from there.
If there are any necessary fields, configure them.

Once the settings are complete, click "Test" → "Test Successful" → "Save".

Step 4: Verify the automation between SPIRAL and DocuSign

Finally, click "Turn on Trigger" to complete the automation setup.
Check if the flowbot is operating correctly.

Flowbot template used this time
Send contracts from SPIRAL via DocuSign

Other Examples of Automation Using SPIRAL and DocuSign

1. This is a flow where a record is automatically added to SPIRAL when a row is added in Google Sheets.
‍This automation is recommended for those who manage data in Google Sheets and want to synchronize the data with SPIRAL.
Since data synchronization is automated, there is no need to perform tasks manually.

2. This is a flow where information in Notion is automatically updated once the contract is completed with DocuSign.
There is no longer a need to check whether the contract is completed, reducing the burden on the person in charge.
Since the update in Notion is automated, it becomes easier to share the contract details.

3. This is a flow where, at the specified schedule, attachments are downloaded from DocuSign and automatically associated with kintone records.
Since you can also check DocuSign attachments in kintone, it reduces the need to switch tools.
Data is automatically shared at the specified time, preventing any documents from being overlooked.

Summary

The integration of SPIRAL and DocuSign automates the contract sending process and reduces human errors.
This will help improve the accuracy and efficiency of operations.
Additionally, by reducing the burden on the person in charge, an environment is created where they can focus on important tasks.
This automation will be especially beneficial for companies that handle a large number of contracts on a daily basis.
Let's utilize this automation to reduce the workload.

Automation using Yoom requires no special skills or complicated code input.
Anyone can easily integrate apps and automate processes, so please give it a try.
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