Send contracts from Airtable using DocuSign

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■Overview

This is a flow for sending contracts from Airtable using DocuSign.

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■Recommended for

1. Those who manage contract-related information in Airtable

・Sales representatives managing contract information

・Those who want to streamline processes by integrating Airtable and DocuSign

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2. Those who use DocuSign in their work

・Those who regularly send contracts using DocuSign

・Those who want to automate contract sending from DocuSign

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■Benefits of using this template

DocuSign allows you to complete the creation and sending of electronic contracts online, which can streamline the contract process.
However, if you manually send contracts from DocuSign, there is a risk of human errors such as incorrect recipients or missed sends.

With this template, once you register the person to whom you want to send a contract in Airtable, it automatically sends the contract from DocuSign.
This eliminates the need to manually issue contracts from DocuSign, thereby streamlining the contract sending process.

Additionally, since you can check the list of senders from Airtable, you can quickly identify any missed sends, making management tasks easier.

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■Notes

・Please integrate both Airtable and DocuSign with Yoom.

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About the Apps You Use

DocuSign

Yoom allows you to integrate with DocuSign's API without any code, enabling the automation of various tasks using DocuSign. For example, you can automatically send contracts via DocuSign or automatically store the completed contract files in file storage services like Google Drive once the contract is finalized with DocuSign.

Related apps

DocuSign

Templates using

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Airtable

Yoom allows you to integrate with Airtable's API without code, enabling the automation of various tasks. For example, you can automatically add data to Airtable or retrieve information from Airtable to integrate with various SaaS platforms.

Related apps

Airtable