DocuSign Notion
Send contracts from Notion using DocuSign
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DocuSign Notion

Send contracts from Notion using DocuSign

Yoom's DocuSign ＆  Notion  are ready to use! Automate tasks instantly—just copy the template!
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■Overview

This is a flow for sending contracts from Notion via DocuSign.

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■Recommended for

1. Those who use Notion for customer management

・Those who centrally manage customer information in Notion

・Those who regularly accumulate information in Notion's database

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2. Those who utilize DocuSign for contract operations

・Sales department personnel who use DocuSign to streamline the contract process

・Those who want to streamline contract sending by integrating Notion and DocuSign

‍‍

■Benefits of using this template

DocuSign allows you to complete contract signing online, which speeds up the contract process.
However, if you are sending contracts from DocuSign based on information managed in Notion, you might find it time-consuming and cumbersome.

With this template, you can automatically send contracts from DocuSign by registering the recipient in Notion's records.
This eliminates the need to switch between the two tools, allowing for seamless contract sending and improved operational efficiency.

Additionally, by integrating with chat tools, you can share the contract sending status with team members, facilitating smooth information sharing.

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■Notes

・Please integrate both Notion 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.
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Yoom allows you to utilize Notion's API without any coding. By integrating Yoom with Notion, you can automatically retrieve and update information from Notion databases, and automatically store information from input forms into Notion's database. Additionally, you can aggregate and sync information from Notion's database with Yoom's database, enabling seamless integration with various SaaS platforms.
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Yoom allows you to utilize Notion's API without any coding. By integrating Yoom with Notion, you can automatically retrieve and update information from Notion databases, and automatically store information from input forms into Notion's database. Additionally, you can aggregate and sync information from Notion's database with Yoom's database, enabling seamless integration with various SaaS platforms.
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Executable API actions
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DocuSign
Notion
Flowbot triggers
    When the envelope is completed
    When a page is created or updated
    When a database is created or updated
    [Deprecated] When a page in a specific database is created or updated
    When receiving a Webhook
    When a page is created (Webhook)
    When page content is updated (Webhook)
    When a page is deleted (Webhook)
    When Page Properties are Updated (Webhook)
    When a Comment is Created (Webhook)
    When a Comment is Updated (Webhook)
    When a Comment is Deleted (Webhook)
    [Deprecated] When database content is created or updated (Webhook)
    When a page in a specific data source is created or updated
    When data source content is created or updated (Webhook)
Flowbot operations
    Create Envelope
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    Retrieve Information of a Specific Envelope
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    Send Envelope
    Add Attachment to Envelope
    Add or Update Documents in an Envelope
    Place Fields on a Document
    Pre-fill Values for Document Fields
    Pre-fill Values for Document Fields (Radio Buttons)
    Get Custom Document Field Values
    Add Custom Field to Specified Document
    Get page details
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    Append text to page
    Update page property (text property)
    Update page property (number property)
    Update page property (select property)
    Update page property (multi-select property)
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Flowbot triggers
    When the envelope is completed
Flowbot operations
    Create Envelope
    Create and Send Envelope from Template
    Retrieve Information of a Specific Envelope
    Get Document Information for a Specific Envelope
    Download a Document from a Specific Envelope
    Download Certificate of Completion
    Void a Specific Envelope
    Send Envelope
    Add Attachment to Envelope
    Add or Update Documents in an Envelope
    Place Fields on a Document
    Pre-fill Values for Document Fields
    Pre-fill Values for Document Fields (Radio Buttons)
    Get Custom Document Field Values
    Add Custom Field to Specified Document
Flowbot triggers
    When a page is created or updated
    When a database is created or updated
    [Deprecated] When a page in a specific database is created or updated
    When receiving a Webhook
    When a page is created (Webhook)
    When page content is updated (Webhook)
    When a page is deleted (Webhook)
    When Page Properties are Updated (Webhook)
    When a Comment is Created (Webhook)
    When a Comment is Updated (Webhook)
    When a Comment is Deleted (Webhook)
    [Deprecated] When database content is created or updated (Webhook)
    When a page in a specific data source is created or updated
    When data source content is created or updated (Webhook)
Flowbot operations
    Get page details
    Create Page
    Append text to page
    Update page property (text property)
    Update page property (number property)
    Update page property (select property)
    Update page property (multi-select property)
    Update page property (Date property)
    Update page property (Checkbox property)
    Update page property (URL property)
    Update page property (Email property)
    Update page property (Phone property)
    Retrieve blocks from a page
    List users
    Update page properties (relation property)
    Add a sub-item to a record
    Issue file upload ID
    Upload file
    Update page property (file property)
    Download file
    Retrieve Page Information (List of File Info)
    Search Pages and Databases by Title
    Create page from database template (title only)
    Append heading and body to page
    Update data source property name
    Update page property (title property)
    Search text in formula properties of data source
    Append text with embedded URL to page
    Retrieve child blocks of page or block
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