■Overview
This is a flow to update Salesforce information once a contract is completed in DocuSign.
■Recommended for
1. Those who manage documents with DocuSign
・Those who utilize it for creating documents such as contracts
・Those who centrally manage documents
2. Those who manage data with Salesforce
・Those who centrally manage customer and transaction information
■Benefits of using this template
DocuSign is a tool for efficiently creating and managing documents.
By also managing information with Salesforce, it facilitates smooth access to business-related information.
However, manually updating Salesforce information every time a DocuSign contract is completed can potentially degrade the quality of work.
This flow is suitable for those who wish to incorporate automation to enhance the productivity of the entire team.
By utilizing this flow, the sending date is automatically added to the Salesforce information linked with the envelope ID once a DocuSign contract is completed.
By automatically adding information and eliminating manual work, you can allocate time to other tasks.
Focusing the entire team on core tasks leads to increased productivity.
■Notes
・Please integrate both DocuSign and Salesforce with Yoom.
・Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot will result in errors, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use apps that are subject to restrictions.
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