Update the information in the Google Spreadsheet once the contract is completed with DocuSign.

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■Overview

This is a flow to update information in Google Sheets 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 responsible for a series of tasks related to contracts

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2. Those who manage data with Google Sheets

・Those who create sheets for each theme to centrally manage information

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■Benefits of using this template

DocuSign is a tool for smooth centralized management of forms.
By simultaneously accumulating information in Google Sheets, centralized management of information can also be conducted smoothly.
However, manually updating Google Sheets information every time a contract is completed in DocuSign can hinder maximizing employee capabilities.

This flow is suitable for those who want to reduce the workload to allow the entire team to focus on core tasks.
By utilizing this flow, once a contract is completed in DocuSign, the sending date and time will be automatically added to the registration information in Google Sheets.
Automation reduces the time previously spent on data entry, allowing the entire team to focus on important tasks.

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■Notes‍

・Please integrate both DocuSign and Google Sheets 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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Google Sheets

At Yoom, you can utilize the Google Sheets API without any coding. By integrating Sheets with Yoom, you can automate data entry into spreadsheets and automatically create documents based on spreadsheet templates. Additionally, you can sync spreadsheet information with Yoom's database for various applications.

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