Send a Gmail when the contract is completed in DocuSign.

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■Overview

This is a flow that sends a Gmail when a contract is completed in DocuSign.

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■Recommended for‍

1. Those who conduct contract work using DocuSign

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

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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

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3. Those who want to save the hassle of manually sending emails and improve work efficiency

・Those who want to automate the task of creating and sending emails for each contract completion to reduce the burden on staff and improve work efficiency

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■Benefits of using this template

DocuSign is a tool that streamlines the contract process and promotes paperless operations.
However, manually notifying stakeholders and sending contracts after completion can lead to errors and delays.

By implementing this flow, an email is automatically sent via Gmail when a contract is completed in DocuSign.
This allows for quick notification of all stakeholders about contract completion, enabling smooth sending of contracts and transition to the next steps.

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■Notes‍

・Please integrate both DocuSign and Gmail 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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Gmail

Yoom allows you to integrate with Gmail's API without code and automate email sending from Gmail. You can automatically create and send invoices and contracts via Gmail, or automatically reply to inquiries.

Related apps

Notion