When a Google Spreadsheet is updated, create and send an envelope from a template in DocuSign.

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■Overview

This is a flow that creates and sends an envelope from a template in DocuSign when a Google Spreadsheet is updated.

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■Recommended for

1. Those who manage information using Google Spreadsheets

・Those who use Google Spreadsheets regularly and aim for efficient data management

・Those who want to automatically execute the next action triggered by data updates in Google Spreadsheets

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2. Back-office personnel who frequently use DocuSign for electronic signatures on contracts and important documents

・Those who prioritize work efficiency and want to automate manual tasks

・Those who want to quickly and accurately proceed with document tasks by integrating Google Spreadsheets and DocuSign

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■Benefits of using this template

There are several benefits to the automated flow that allows you to automatically create and send an envelope from a template in DocuSign when a Google Spreadsheet is updated.
Firstly, it reduces manual work, allowing you to proceed with tasks efficiently.
Especially for those who frequently handle contract work, it saves working time.
You can use the saved time to advance other tasks, increasing the amount of work you can complete in a day.

Additionally, it reduces human errors that occur when humans are involved, ensuring the accuracy of document creation tasks.
This improves reliability and strengthens relationships with clients and partners.

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■Notes

・Please integrate both DocuSign and Google Spreadsheets with Yoom.

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About the Apps You Use

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.

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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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