Send the contract via DocuSign from SPIRAL

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■Overview

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

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■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

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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

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■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.

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■Notes

・Please integrate both SPIRAL 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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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.

Related apps

Airtable