Send a Gmail when the contract is completed in DocuSign.
Send a Gmail when the contract is completed in DocuSign.
Launch this workflow to connect
DocuSign &
Gmail
!
■Overview
This is a flow that sends a Gmail when a contract is completed in DocuSign.
■Recommended for
1. Those who conduct contract work using DocuSign
・Companies or sole proprietors who create and manage contracts with 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
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
■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.
■Notes
・Please integrate both DocuSign and Gmail with Yoom.
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About the Apps
DocuSign
Templates using
DocuSign
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Templates using
Gmail
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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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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.
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Automatically sort incoming emails in Gmail by keywords and forward them to the person in charge.
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Automatically sort incoming emails in Gmail by keywords and forward them to the person in charge.
No-Code API Actions
Executable API actions
Flowbot triggers
When the envelope is completed
When an email matching specific keywords is received
When an email with a specific label is received
When an email with a specific label is received (Specify Label ID)
Flowbot operations
Create Envelope
Create and send envelope from template
Get envelope information
Get envelope document information
Download Documents from a Specific Envelope
Download Certificate
Void a specific envelope
Send envelope
Add attachment to envelope
Add or update documents in envelope
Set fields on document
Add values to document fields
Add values to document fields (radio button)
Delete or void envelope
Get custom document field values
Add custom field to specified document
Search Envelopes
Search envelopes (start from next page)
Flowbot triggers
When the envelope is completed
Flowbot operations
Create EnvelopeCreate and send envelope from templateGet envelope informationGet envelope document informationDownload Documents from a Specific EnvelopeDownload CertificateVoid a specific envelopeSend envelopeAdd attachment to envelopeAdd or update documents in envelopeSet fields on documentAdd values to document fieldsAdd values to document fields (radio button)Delete or void envelopeGet custom document field valuesAdd custom field to specified documentSearch EnvelopesSearch envelopes (start from next page)Get envelope recipient tabsCreate and Send Envelopes from Template (with Tabs)Create and Send Envelope from Template (Single Envelope / Multiple Tabs / Single Tab Label)Create and Send Envelope from Template (Single Envelope / Single Tab / Multiple Tab Labels)
Flowbot triggers
When an email matching specific keywords is receivedWhen an email with a specific label is receivedWhen an email with a specific label is received (Specify Label ID)
Flowbot operations
Search emailsMove Message to TrashAdd Label to Specific MessageRemove Label from Specific MessageRetrieve Specific MessageMore inspiration for you
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