Notify Microsoft Teams when an agreement is completed in DocuSign.
DocuSign Microsoft Teams

Notify Microsoft Teams when an agreement is completed in DocuSign.

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■Overview

This is a flow that notifies Microsoft Teams when a contract is completed in DocuSign.

■Recommended for

1. Those who use DocuSign for contract work

・Companies or sole proprietors who create and manage contracts using DocuSign

2. Those who want to quickly notify stakeholders of contract completion

・Those who want to smoothly proceed with post-contract processes through rapid information sharing

■Benefits of using this template

DocuSign is a tool that digitizes the contract process to save time and costs, but manually entering notifications and sending documents after contract completion carries risks of typos and delays.

By integrating DocuSign with Microsoft Teams, it is possible to automatically and quickly notify the responsible personnel of contract completion, thereby improving work efficiency.

■Notes

・Please integrate both DocuSign and Microsoft Teams with Yoom.

・Microsoft365 (formerly Office365) has plans for home use and general business use (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.

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About the Apps You Use
DocuSign
DocuSign
Templates using

This is a flow to add to Microsoft Excel once the contract is completed with DocuSign. It eliminates manual work, prevents input errors and omissions, and leads to accurate information sharing.

This is a flow that sends a notification to Discord when a contract is completed in DocuSign. By integrating DocuSign with Discord, you can eliminate hassle and improve the overall productivity of your team.

This is a flow that sends a notification to Slack when a contract is completed in DocuSign. It allows you to focus on core tasks and eliminates hassle, thereby improving the productivity of the entire team.
Microsoft Teams
Microsoft Teams
Templates using

A flow bot that automatically starts at the end of each month and sends notifications via Teams. This flow bot can perform various automated processes through the flows added after the branch on the right side. *For example, it can be used for various purposes such as monthly invoice issuance processing, aggregation processing to spreadsheets, or regular data backup processing.

You can add content posted in a specific room on Microsoft Teams to a Google Spreadsheet. By automating the transcription process, you can prevent human errors and improve work efficiency.

This is a business workflow that automatically adds members from Microsoft Teams posts to Google Workspace groups. It saves effort and streamlines group management.
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.
see details
Templates

This is a flow to add to Microsoft Excel once the contract is completed with DocuSign. It eliminates manual work, prevents input errors and omissions, and leads to accurate information sharing.

This is a flow that sends a notification to Discord when a contract is completed in DocuSign. By integrating DocuSign with Discord, you can eliminate hassle and improve the overall productivity of your team.

This is a flow that sends a notification to Slack when a contract is completed in DocuSign. It allows you to focus on core tasks and eliminates hassle, thereby improving the productivity of the entire team.
Microsoft Teams
Yoom allows you to utilize Microsoft Teams API without any coding. By integrating Teams with Yoom, you can automate notifications to Teams and automatically register events in the Teams calendar.
see details
Templates

A flow bot that automatically starts at the end of each month and sends notifications via Teams. This flow bot can perform various automated processes through the flows added after the branch on the right side. *For example, it can be used for various purposes such as monthly invoice issuance processing, aggregation processing to spreadsheets, or regular data backup processing.

You can add content posted in a specific room on Microsoft Teams to a Google Spreadsheet. By automating the transcription process, you can prevent human errors and improve work efficiency.

This is a business workflow that automatically adds members from Microsoft Teams posts to Google Workspace groups. It saves effort and streamlines group management.
Templates
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API Actions That can be No-Code
Executable API actions
Flowbot triggers
    When the envelope is completed
    When a message is sent to a channel
    When a message is sent to a chat
    When an event is registered in the calendar
    When a message with a file is sent to the channel
    When a reply is posted in a specific message thread
Flowbot operations
    Create Envelope
    Create and Send Envelope from Template
    Retrieve Information of a Specific Envelope
    Get Document Information for a Specific Envelope
    Download a Document from a Specific Envelope
    Download Certificate of Completion
    Void a Specific Envelope
    Send Envelope
    Add Attachment to Envelope
    Add or Update Documents in an Envelope
    Place Fields on a Document
    Pre-fill Values for Document Fields
    Pre-fill Values for Document Fields (Radio Buttons)
    Get List of Teams
    Retrieve Team Members List
    Get List of Channels
    Send Message to Channel
    Send Message to Chat
    List chats
    Create Channel
    Add Members to Private Channel
    Send Message to Channel (Mention in Channel)
    Create Event in Calendar (Deprecated)
    Get User Presence
    Reply to Channel Message
    Create Calendar Event
    Retrieve Folder Information
    Download File
    Add Member to Team
    Retrieve List of Replies to a Specific Message
    Retrieve List of Messages in a Specific Channel
    Retrieve user information
Flowbot triggers
    When the envelope is completed
Flowbot operations
    Create Envelope
    Create and Send Envelope from Template
    Retrieve Information of a Specific Envelope
    Get Document Information for a Specific Envelope
    Download a Document from a Specific Envelope
    Download Certificate of Completion
    Void a Specific Envelope
    Send Envelope
    Add Attachment to Envelope
    Add or Update Documents in an Envelope
    Place Fields on a Document
    Pre-fill Values for Document Fields
    Pre-fill Values for Document Fields (Radio Buttons)
Flowbot triggers
    When a message is sent to a channel
    When a message is sent to a chat
    When an event is registered in the calendar
    When a message with a file is sent to the channel
    When a reply is posted in a specific message thread
Flowbot operations
    Get List of Teams
    Retrieve Team Members List
    Get List of Channels
    Send Message to Channel
    Send Message to Chat
    List chats
    Create Channel
    Add Members to Private Channel
    Send Message to Channel (Mention in Channel)
    Create Event in Calendar (Deprecated)
    Get User Presence
    Reply to Channel Message
    Create Calendar Event
    Retrieve Folder Information
    Download File
    Add Member to Team
    Retrieve List of Replies to a Specific Message
    Retrieve List of Messages in a Specific Channel
    Retrieve user information
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