Update the information in Airtable when the contract is completed with DocuSign.

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■Overview

This is a flow to update information in Airtable once a contract is completed in DocuSign.

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■Recommended for‍

1. Those who manage forms with DocuSign

・Those who utilize it for form creation

・Those who use it for centralized management from contract creation to management

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2. Those who manage data with Airtable

・Those who manage information related to client companies

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■Benefits of using this template

DocuSign is a tool for smoothly handling everything from form creation to management.
At the same time, by accumulating information related to transactions and companies in Airtable, you can enhance accessibility to information.
However, having to update Airtable information every time a contract is completed in DocuSign can lead to significant time loss in the long run.

This flow is suitable for those who want to minimize the time spent on tasks.
In this flow, once a contract is completed in DocuSign, the sending date is added to the information in Airtable.
By automatically adding information related to contract completion, you can manage the latest information in Airtable.

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■Notes‍

・Please integrate both DocuSign and Airtable 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