Send a Gmail when the contract is completed in DocuSign.
DocuSign Gmail

Send a Gmail when the contract is completed in DocuSign.

Yoom's DocuSign &  Gmail  are ready to use! Automate tasks instantly—just copy the template!

■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 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 Microsoft Teams when a contract is completed in DocuSign. It allows for the automatic and rapid notification to the person in charge of operations, thereby improving operational efficiency.
Gmail
Gmail
Templates using

This is a flow that is triggered at the end of each month to send an email via Gmail. It can be used for various purposes such as aggregation processing in Microsoft Excel or monthly invoice issuance.

This is a business workflow that automatically adds Gmail received content to Notion. It streamlines email management and information organization, eliminating the need for manual transcription. By ensuring important emails are securely saved and shared, it enhances the team's operational productivity.

This is a flow to automatically sort emails received in Gmail by keywords and forward them to the appropriate person in charge. By using this flow, you can detect specific keywords and forward them to the appropriate person. This will likely lead to improved customer response times.
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 Microsoft Teams when a contract is completed in DocuSign. It allows for the automatic and rapid notification to the person in charge of operations, thereby improving operational efficiency.
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.
see details
Templates

This is a flow that is triggered at the end of each month to send an email via Gmail. It can be used for various purposes such as aggregation processing in Microsoft Excel or monthly invoice issuance.

This is a business workflow that automatically adds Gmail received content to Notion. It streamlines email management and information organization, eliminating the need for manual transcription. By ensuring important emails are securely saved and shared, it enhances the team's operational productivity.

This is a flow to automatically sort emails received in Gmail by keywords and forward them to the appropriate person in charge. By using this flow, you can detect specific keywords and forward them to the appropriate person. This will likely lead to improved customer response times.
Templates
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API Actions That can be No-Code
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
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)
    Retrieve List of Message IDs
    Move Message to Trash
    Add Label to Specific Message
    Remove Label from Specific Message
    Retrieve Specific Message
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 an email matching specific keywords is received
    When an email with a specific label is received
Flowbot operations
    Retrieve List of Message IDs
    Move Message to Trash
    Add Label to Specific Message
    Remove Label from Specific Message
    Retrieve Specific Message
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