Add to Microsoft Excel when the agreement is completed in DocuSign.

No items found.

■Overview

This is a flow to add to Microsoft Excel once a contract is completed in DocuSign.

■Recommended for

1. Those who manage forms with DocuSign

・Those who use it for creating contracts, etc.

・Those who use it for centralized management of forms

2. Those who manage data with Microsoft Excel

・Those who centrally manage transaction and customer information

■Benefits of using this template

DocuSign is a tool that facilitates the management of created contracts.
Additionally, by accumulating data in Microsoft Excel, information management is also facilitated, improving business efficiency.
However, manually adding information to Microsoft Excel each time a contract is completed in DocuSign is cumbersome and poses the risk of human errors such as input mistakes.

To reduce human errors and improve business efficiency, this flow of [integrating DocuSign with Microsoft Excel] is suitable.
By automatically adding to the Microsoft Excel database once a contract is completed in DocuSign, manual work is eliminated, preventing input mistakes and omissions, leading to accurate information sharing.

■Notes

・Please integrate both DocuSign and Microsoft Excel with Yoom.

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

How to request materials and apply for a demo
Here
More flowbot templates
Here are some Similar Templates!
Use the contents of the form to generate a PDF from the Google Docs employment contract template and send it via Docusign.
The content entered in the form is used to generate a PDF from a Google Docs employment contract template, which is then sent to the recipient via Docusign. The employment contract is automatically created and sent based on the information entered in the form, eliminating the need for manual creation.
Send the contract via DocuSign from SPIRAL
This is the flow for sending contracts via DocuSign from SPIRAL. Since manual input into DocuSign is not required when sending contracts, human errors are prevented, and contract operations are streamlined.
Send contracts from Notion using DocuSign
This is a flow for sending contracts from Airtable using DocuSign. By eliminating the need to switch between Notion and DocuSign, contracts can be sent seamlessly, improving work efficiency.
Send contracts from Airtable using DocuSign
This is a flow for sending contracts from Airtable using DocuSign. It eliminates the need to manually issue contracts from DocuSign, thereby streamlining the contract sending process. Additionally, the list of senders can be quickly checked from Airtable.
When the envelope is completed in DocuSign, update the case status on the board.
When an envelope is completed in DocuSign, this flow updates the deal status on the board. Since the contract status in DocuSign is reflected in real-time on the board, you can always keep track of the progress of the deal.
When the DocuSign envelope is completed, update the deal stage in HubSpot.
This is a flow to update the deal stage in HubSpot when a DocuSign envelope is completed. The contract status is reflected in real-time in HubSpot, allowing you to always keep track of the progress of your sales activities.
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.
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
DocuSign
DocuSign
 Templates using
Microsoft Excel
Microsoft Excel
Templates using
Related apps
No items found.
Templates using
No items found.
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
Microsoft Excel
Yoom allows you to integrate with Microsoft Excel's API without any code, enabling the automation of various tasks. For example, it can automatically store values in specific Excel cells or create sheets and tables automatically.
see details
templates
templates
No items found.
Similar apps
No items found.
API Actions That can be No-Code
Executable API actions
Flowbot triggers
    Flowbot operations
      Flowbot triggers
        Flowbot operations
          Flowbot triggers
            Flowbot operations
              Flowbot triggers
                Flowbot operations
                  Work Smarter 
                  with Yoom
                  Get started in
                  30 sec!
                  Try for free now!
                  Try for free now!
                  How to request materials and apply for a demo
                  Here
                  See Details