Flow bot Templates
Discover ready-to-use automation templates for seamless workflow integration.
Category
All Templates
Salesforce
DocuSign
When the opportunity stage is updated in Salesforce, send the contract via Docusign.
This is a business workflow that automatically sends contracts via Docusign when the opportunity stage is updated in Salesforce. It reduces manual work and streamlines the contract process.
DocuSign
Microsoft SharePoint
When the envelope (completion) is finished in DocuSign, store the file in Microsoft SharePoint.
This is a flow where files are stored in Microsoft SharePoint once an envelope (completion) is finished in DocuSign. By automatically storing contracts and important documents in SharePoint, the hassle of manual uploads is eliminated. This streamlines the management and sharing of contracts, allowing you to focus on other important tasks.
DocuSign
Google Drive
When the envelope (completion) is finished in DocuSign, store the file in Google Drive.
This is a flow where files are stored in Google Drive once an envelope (completion) is finalized in DocuSign. After the envelope is completed in DocuSign, the files are automatically stored in Google Drive, eliminating the need for manual file saving tasks.
DocuSign
Microsoft OneDrive
When a document is signed in Docusign, store the document in OneDrive.
When a document is executed in Docusign, this flow downloads the certificate and stores it in OneDrive. This eliminates the need for manual certificate management and download tasks, as the certificate is automatically saved to OneDrive, making management easier.
DocuSign
Dropbox
When a document is signed in Docusign, store the document in Dropbox.
When a document is executed in Docusign, this flow downloads the certificate and stores it in Dropbox. By automating the contract process and eliminating the manual effort of downloading and saving certificates, you can significantly improve operational efficiency.
Google Sheets
DocuSign
When a Google Spreadsheet is updated, create and send an envelope from a template in DocuSign.
When a Google Spreadsheet is updated, this flow creates and sends an envelope from a template in DocuSign. By using this template, envelopes in DocuSign are automatically created and sent in conjunction with the information in the Google Spreadsheet.
DocuSign
Google Docs
Use the contents of the form to generate a PDF from the Google Docs employment contract template and send it via Docusign.
The content entered in the form is used to generate a PDF from a Google Docs employment contract template, which is then sent to the recipient via Docusign. The employment contract is automatically created and sent based on the information entered in the form, eliminating the need for manual creation.
DocuSign
Google Sheets
Update the information in the Google Spreadsheet once the contract is completed with DocuSign.
This flow updates information in a Google Spreadsheet once a contract is completed in DocuSign. After the contract is completed, the flow automatically adds the sending date to the registration information. Automation saves the time previously spent on data entry, allowing the entire team to focus on core tasks.
DocuSign
Notion
Update the information in Notion once the contract is completed with DocuSign.
This is a flow to update information in Notion once a contract is completed in DocuSign. In this flow, the sending date is added to Notion when the contract is completed, reducing the need for manual input. By automating this process, you can save time on manual tasks and focus on core business activities, leading to improved productivity for the entire team.
DocuSign
Salesforce
Update Salesforce information once the contract is completed in DocuSign.
This is a flow that updates Salesforce information once a contract is completed in DocuSign. By utilizing this flow, information can be added automatically, reducing manual work and allowing more time for other tasks. As a result, the entire team can focus on core activities, leading to increased productivity.
DocuSign
Box
Store the DocuSign certificate in the box
When the DocuSign envelope is completed, download the certificate for that envelope and store it in a specific folder in Box.
Google Forms
DocuSign
Send the contract via Docusign based on the responses submitted in the Google Form.
The flow involves sending contracts via Docusign using responses submitted in Google Forms. By using templates, all contracts are created in a consistent format. This reduces errors from manual input and improves the accuracy of the contracts.
DocuSign
SPIRAL®
Send the contract via DocuSign from SPIRAL
This is the flow for sending contracts via DocuSign from SPIRAL. Since manual input into DocuSign is not required when sending contracts, human errors are prevented, and contract operations are streamlined.
Notion
DocuSign
Send contracts from Notion using DocuSign
This is a flow for sending contracts from Airtable using DocuSign. By eliminating the need to switch between Notion and DocuSign, contracts can be sent seamlessly, improving work efficiency.
DocuSign
Airtable
Send contracts from Airtable using DocuSign
This is a flow for sending contracts from Airtable using DocuSign. It eliminates the need to manually issue contracts from DocuSign, thereby streamlining the contract sending process. Additionally, the list of senders can be quickly checked from Airtable.
DocuSign
Send an email when the contract is completed with DocuSign.
This is a flow that sends an email once the contract is completed with DocuSign. By automating the cumbersome manual tasks after contract completion, it is possible to reduce the burden on the person in charge and improve operational efficiency.
DocuSign
Gmail
Send a Gmail when the contract is completed in DocuSign.
Once the contract is completed with DocuSign, this flow sends an email via Gmail. It allows for the prompt notification of all parties involved about the contract completion, facilitating the sending of the contract and the smooth transition to the next steps.‍
DocuSign
Microsoft Outlook
Send Outlook when the contract is completed with DocuSign.
This is a flow to send an Outlook email once a contract is completed in DocuSign. It allows for automatic and prompt notification to the person in charge upon contract completion, leading to improved operational efficiency.
DocuSign
Request signatures in DocuSign for responses from Google Forms
Business workflow to automatically send Google Form responses to DocuSign. By automatically sending Google Form response data to DocuSign, manual copy and paste tasks are no longer necessary.
Microsoft SharePoint
DocuSign
Request a DocuSign signature for a file uploaded to Microsoft SharePoint.
When you upload a file to Microsoft SharePoint, a signature request is automatically sent via DocuSign. Automation reduces human errors such as missing or misdirected signature requests.
DocuSign
Google Sheets
Once the contract is completed with DocuSign, add it to the Google Spreadsheet.
Once the contract is completed with DocuSign, it is added to the Google Sheets database. This flow saves the time previously spent on data entry, allowing the entire team to focus on important tasks.
DocuSign
Salesforce
Once the contract is completed in Docusign, add a record to Salesforce.
This is a business workflow that automatically integrates contract completion in Docusign with Salesforce. It eliminates manual input, maintains data consistency, and enhances the operational efficiency of the sales team.
DocuSign
Microsoft Teams
Once the contract is completed in DocuSign, read the document with OCR and notify Microsoft Teams.
This is a business workflow where "once a contract is completed in DocuSign, the document is automatically read by OCR and a notification is sent to Microsoft Teams." This facilitates smooth sharing of contract information and enables the entire team to respond quickly.
Notion
DocuSign
Notionデータベースの情報を使用して、DocuSignで契約書を作成し送信します。
This is a flow for creating and sending contracts with DocuSign using information from the Notion database. By utilizing this flow, you can significantly reduce manual work and prevent human errors by automating the contract creation process.