How to integrate SPIRAL with DocuSign 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.
Completing the My Apps registration 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 from 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 My Apps registration for SPIRAL and DocuSign is complete, 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, you can do so by clicking the relevant section.
First, to proceed with SPIRAL settings, click "When a record is created".

The following screen will be displayed, so check the settings.

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

When the following screen is displayed, configure the settings.

• "Trigger Interval" → Choose from 5 minutes, 10 minutes, 15 minutes, 30 minutes, 60 minutes
  ※ The trigger interval varies depending on the plan, so please be careful.
• "App ID", "Database ID" → Check the description and configure

After completing the settings, click "Test" and "Test Successful" will be displayed.
Scroll down to check the response results of the registered contract information.
Based on these response results, create the SPIRAL output.
To send contracts with 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 an action to create and send an envelope from a template in DocuSign

Next, to configure DocuSign settings, click "Create and send an envelope from a template".
Check the settings when the following screen is displayed.

• "Title" → Set as desired
• "Account information linked with DocuSign" → Check if correct
• "Action" → Create and send an envelope from a template
  

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

Scroll down to use the SPIRAL output and configure the "Recipient" settings.
By clicking the arrow within the red frame, the output set in SPIRAL earlier will be displayed.
Select the output corresponding to the recipient's field from there.
If there are necessary fields, configure them.

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

Step 4: Verify the automation operation between SPIRAL and DocuSign

Finally, click "Turn ON Trigger" to complete the automation settings.
Check if the Flowbot is operating correctly.

Flowbot template used this time
Send contracts from SPIRAL using DocuSign

Other Examples of Automation Using SPIRAL and DocuSign

1. This is a flow that automatically adds a record 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 a contract is completed in 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 linked to kintone records.
Since you can also check DocuSign attachments in kintone, it reduces the need to switch between tools.
Data is automatically shared at the specified time, preventing any documents from being overlooked.

Summary

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

The automation using Yoom requires no special skills or difficult code input.
Anyone can easily integrate apps and automate processes, so please give it a try.
If you are interested, please register for free here.