Use information from the Notion database to create and send a contract with DocuSign.

Try this Template

No items found.

■Overview

This is a flow for creating and sending contracts using DocuSign based on information from a Notion database.

By using a trigger with a Chrome extension, you can initiate the trigger directly from Notion.

‍

■Recommended for‍

1. Companies utilizing Notion for business

・Those who register detailed contract information in the database

・Those who register information about client companies

‍

2. Companies using DocuSign for contract creation and management

・Those who use it to streamline contract execution

‍

■Benefits of using this template

Notion can be used for centralized management of all kinds of information and can facilitate smooth information sharing within a team.
However, manually entering information registered in Notion to create contracts each time is neither efficient nor time-effective.

This flow is suitable for those who want to streamline contract issuance.
By utilizing this flow, you can automatically create and send contracts with DocuSign using information from Notion.
Automating contract creation tasks not only significantly reduces manual work but also helps prevent human errors.

‍

■Notes‍

・Please integrate Notion and DocuSign with Yoom.

・For instructions on setting up triggers using the Chrome extension, please refer to here.

このテンプレートを試してみる

How to request materials and apply for a demo

Here

Here are some Similar Templates!

When a page is created or updated in Notion, notify on LINE.

When a page is created or updated in Notion, a notification will be sent to the specified LINE chat room. You can designate any chat room as the notification destination.

See details

When information is added to any Notion database, also add the information to Google Sheets.

This is a flow where information is added to a Google Spreadsheet whenever information is added to any Notion database.

See details

Automatically register task information from the Notion task management database as all-day events in Google Calendar. Only new tasks will be registered, and updated tasks will be excluded from this flow.

See details

When a file is uploaded to Google Drive, add the Drive URL to the Notion database.

When a file is uploaded to a specific folder in Google Drive, its URL is added to a database in Notion. Google Drive can be triggered not only when a file is uploaded to a specific folder but also when a file is created, allowing for a broader range of upload triggers. Additionally, while Notion cannot upload files themselves due to its specifications, it can add URLs as in this case, making it possible to pseudo-add file information obtained from storage tools like Google Drive to Notion.

See details

When a page is created or updated in Notion, notify Slack.

When a page is created or updated in Notion, a notification will be sent to the specified Slack channel. You can specify any Slack channel for the notifications.

See details

Add a record to Notion when there is a response to the Google Form.

When there is a response to a Google Form, this flow adds a record to the Notion database. It saves the effort of manually transferring Google Form responses to the Notion database, leading to significant time savings.

See details

See all templates

What is Yoom hyperautomation?

Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.

Learn more about Yoom

Don't Just Connect Apps—Automate Everything

Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.

Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.

Learn more about Yoom

About the Apps You Use

Notion

Yoom allows you to utilize Notion's API without any coding. By integrating Yoom with Notion, you can automatically retrieve and update information from Notion databases, and automatically store information from input forms into Notion's database. Additionally, you can aggregate and sync information from Notion's database with Yoom's database, enabling seamless integration with various SaaS platforms.

Related apps

Notion

Templates using

View all related templates

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.

Related apps