Send the contract via DocuSign from SPIRAL
Send the contract via DocuSign from SPIRAL
Launch this workflow to connect
DocuSign &
SPIRAL®
!
■Overview
This is a flow for sending contracts via DocuSign from SPIRAL.
■Recommended for
1. Those who utilize SPIRAL for customer management
・Those responsible for centralized management of customer information in SPIRAL
・Those who want to automate the integration of SPIRAL and DocuSign
2. Those who utilize DocuSign in their work
・Those responsible for the regular sending of contracts
・Those who want to efficiently send contracts from DocuSign
■Benefits of using this template
DocuSign is a tool that allows you to complete contract agreements online, enabling smooth contract operations even in remote environments.
However, if you have a large number of contracts to send via DocuSign, you may find it cumbersome to handle each one manually.
With this template, once you register the information of the recipient you want to send the contract to in SPIRAL, contracts can be automatically sent from DocuSign.
This eliminates the need for manual data entry into DocuSign, preventing human errors and streamlining contract operations.
Additionally, even if there are a large number of contracts to handle, the work can proceed seamlessly.
■Notes
・Please integrate both SPIRAL and DocuSign with Yoom.
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See more
About the Apps
DocuSign
Templates using
DocuSign
This is a flow to add to Microsoft Excel once the contract is completed with DocuSign. It eliminates manual work, prevents input errors and omissions, and leads to accurate information sharing.
This is a flow that sends a notification to Discord when a contract is completed in DocuSign. By integrating DocuSign with Discord, you can eliminate hassle and improve the overall productivity of your team.
This is a flow that sends a notification to Microsoft Teams when a contract is completed in DocuSign. It allows for the automatic and rapid notification to the person in charge of operations, thereby improving operational efficiency.
Templates using
SPIRAL®
This is a flow that notifies Microsoft Teams when a record is registered in SPIRAL. You can smoothly share the registered data in Microsoft Teams. Since there is no need to manually transcribe, it leads to reduced work time and decreases human errors such as transcription mistakes and communication omissions.
This is a flow that notifies Discord when a record is registered in SPIRAL. You can smoothly share the registered data on Discord. Since there is no need to manually transcribe, it leads to a reduction in work time and a decrease in human errors such as transcription mistakes and communication omissions.
This is a flow that notifies Slack when a record is registered in SPIRAL. You can smoothly share the registered data on Slack. Since there is no need to manually transcribe, it leads to a reduction in work time and a decrease in human errors such as transcription mistakes and communication omissions.
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.
see detailsTemplates
This is a flow to add to Microsoft Excel once the contract is completed with DocuSign. It eliminates manual work, prevents input errors and omissions, and leads to accurate information sharing.
Add to Microsoft Excel when the agreement is completed in DocuSign.
This is a flow that sends a notification to Discord when a contract is completed in DocuSign. By integrating DocuSign with Discord, you can eliminate hassle and improve the overall productivity of your team.
Notify on Discord when the contract is completed in DocuSign.
This is a flow that sends a notification to Microsoft Teams when a contract is completed in DocuSign. It allows for the automatic and rapid notification to the person in charge of operations, thereby improving operational efficiency.
Notify Microsoft Teams when an agreement is completed in DocuSign.
SPIRAL®
At Yoom, you can utilize SPIRAL's API without any coding. For example, you can retrieve information from SPIRAL via the API and integrate it with other SaaS tools or automatically create documents. Additionally, it is possible to automate tasks such as registering information to SPIRAL or attaching files.
see detailsTemplates
This is a flow that notifies Microsoft Teams when a record is registered in SPIRAL. You can smoothly share the registered data in Microsoft Teams. Since there is no need to manually transcribe, it leads to reduced work time and decreases human errors such as transcription mistakes and communication omissions.
Notify Microsoft Teams when a record is registered in SPIRAL.
This is a flow that notifies Discord when a record is registered in SPIRAL. You can smoothly share the registered data on Discord. Since there is no need to manually transcribe, it leads to a reduction in work time and a decrease in human errors such as transcription mistakes and communication omissions.
Notify on Discord when a record is registered in SPIRAL.
This is a flow that notifies Slack when a record is registered in SPIRAL. You can smoothly share the registered data on Slack. Since there is no need to manually transcribe, it leads to a reduction in work time and a decrease in human errors such as transcription mistakes and communication omissions.
Notify Slack when a record is registered in SPIRAL.
No-Code API Actions
Executable API actions
Flowbot triggers
When the envelope is completed
When a record is created
When a record is created or updated
Flowbot operations
Create Envelope
Create and send envelope from template
Get envelope information
Get envelope document information
Download Documents from a Specific Envelope
Download Certificate
Void a specific envelope
Send envelope
Add attachment to envelope
Add or update documents in envelope
Set fields on document
Add values to document fields
Add values to document fields (radio button)
Delete or void envelope
Get custom document field values
Add custom field to specified document
Search envelopes
Search envelopes (start from next page)
Flowbot triggers
When the envelope is completed
Flowbot operations
Create EnvelopeCreate and send envelope from templateGet envelope informationGet envelope document informationDownload Documents from a Specific EnvelopeDownload CertificateVoid a specific envelopeSend envelopeAdd attachment to envelopeAdd or update documents in envelopeSet fields on documentAdd values to document fieldsAdd values to document fields (radio button)Delete or void envelopeGet custom document field valuesAdd custom field to specified documentSearch envelopesSearch envelopes (start from next page)Get envelope recipient tabsCreate and Send Envelopes from Template (with Tabs)Create and Send Envelope from Template (Single Envelope / Multiple Tabs / Single Tab Label)Create and Send Envelope from Template (Single Envelope / Single Tab / Multiple Tab Labels)
Flowbot triggers
When a record is createdWhen a record is created or updated
Flowbot operations
Get recordCreate recordUpdate recordDelete recordIssue file upload tokenUpload fileDownload fileAttach file to recordSearch recordsGet record listMore inspiration for you
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