Once the contract is completed with DocuSign, add it to the Google Spreadsheet.

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■Overview

This is a flow to add to Google Sheets once a contract is completed in DocuSign.

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■Recommended for‍

1. Those who manage forms with DocuSign

・Those who utilize it for form creation

・Those responsible for a series of tasks related to contracts

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2. Those who manage data with Google Sheets

・Those who create sheets for each theme and manage information centrally

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■Benefits of using this template

DocuSign is a tool for smooth centralized management of forms.
By simultaneously accumulating information in Google Sheets, centralized management of information can also be performed smoothly.
However, manually adding information to Google Sheets every time a contract is completed in DocuSign may lead to input errors.

By integrating DocuSign with Google Sheets, data is automatically added to the Google Sheets database once a contract is completed in DocuSign.
Automation saves the time previously spent on input, allowing the entire team to focus on important tasks.

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■Notes‍

・Please integrate both DocuSign and Google Sheets 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.

Related apps

DocuSign

Templates using

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Google Sheets

At Yoom, you can utilize the Google Sheets API without any coding. By integrating Sheets with Yoom, you can automate data entry into spreadsheets and automatically create documents based on spreadsheet templates. Additionally, you can sync spreadsheet information with Yoom's database for various applications.

Related apps

Notion