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

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

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

■Overview

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

■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

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

■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.

■Notes

・Please integrate both DocuSign and Google Spreadsheets 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.
Google Sheets
Google Sheets
Templates using

Once the billing information is filled out in the form, an invoice will be generated using the Google Spreadsheet invoice template. After that, it will undergo approval by the person in charge, and an email will be sent.

This is a flow for adding order information to WooCommerce when a row is added in Google Sheets. This flow significantly reduces manual effort and saves the time previously spent on registration, allowing you to focus on more important tasks and improving productivity.

You can add a new tab to a Google Spreadsheet at the beginning of each month. By being able to add a new sheet to a specific Google Spreadsheet at the start of each month, you can avoid forgetting to add sheets and prevent unnecessary rework.
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.
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.
see details
Templates

Once the billing information is filled out in the form, an invoice will be generated using the Google Spreadsheet invoice template. After that, it will undergo approval by the person in charge, and an email will be sent.

This is a flow for adding order information to WooCommerce when a row is added in Google Sheets. This flow significantly reduces manual effort and saves the time previously spent on registration, allowing you to focus on more important tasks and improving productivity.

You can add a new tab to a Google Spreadsheet at the beginning of each month. By being able to add a new sheet to a specific Google Spreadsheet at the start of each month, you can avoid forgetting to add sheets and prevent unnecessary rework.
Templates
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API Actions That can be No-Code
Executable API actions
Flowbot triggers
    When the envelope is completed
    When a row is added
    When a row is updated
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)
    Input Value into Cell
    Retrieve Value
    Delete Values
    Create a New Spreadsheet
    Copy Sheet (Tab)
    Add a New Sheet (Tab)
    Delete Sheet (Tab)
    Replace Values
    Update Sheet Name
    Delete Rows
    Get Spreadsheet Information
    Get Sheet Names
    Repeat Formula
    Input Values into Range
    Embed Image in Cell
    Sort by Specific Column
    Hide Sheet
    Add Note to Specified Cell
    Add Column
    Delete Columns
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 a row is added
    When a row is updated
Flowbot operations
    Input Value into Cell
    Retrieve Value
    Delete Values
    Create a New Spreadsheet
    Copy Sheet (Tab)
    Add a New Sheet (Tab)
    Delete Sheet (Tab)
    Replace Values
    Update Sheet Name
    Delete Rows
    Get Spreadsheet Information
    Get Sheet Names
    Repeat Formula
    Input Values into Range
    Embed Image in Cell
    Sort by Specific Column
    Hide Sheet
    Add Note to Specified Cell
    Add Column
    Delete Columns
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