Update the information in Notion once the contract is completed with DocuSign.

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■Overview

This is a flow to update information in Notion 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 management

・Those who use it for the entire process from contract creation to management

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2. Those who manage data with Notion

・Those who centrally manage information of client companies

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■Benefits of using this template

DocuSign is a tool that can be used to streamline tasks related to form creation.
Additionally, managing information with Notion facilitates smooth information sharing across the team.
However, having to manually update Notion information every time a contract is completed in DocuSign takes away time from tasks that should be prioritized.

This flow is suitable for those who want to improve work efficiency to focus on core tasks.
In this flow, once a contract is completed in DocuSign, the sending date and time are automatically added to Notion, eliminating the need for manual input.
By automating tasks and allocating time to core tasks, it leads to improved productivity for the entire team.

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■Notes‍

・Please integrate both DocuSign and Notion 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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DocuSign

Templates using

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Notion

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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Notion