Update @pocket information when the contract is completed with DocuSign.

■Overview

This is a flow to update information in @pocket once a contract is completed in DocuSign.

With Yoom, you can connect apps without programming, making it easy to implement this flow.

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■Recommended for

1. Those who use DocuSign for business operations

・Those who manage onboarding documents with DocuSign

・Legal department personnel managing contracts

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2. Those who use @pocket for business operations

・Those who manage envelope information

・Those who want to streamline data integration with DocuSign

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■Benefits of using this template

DocuSign can automate the approval process in contract operations, contributing to a reduction in workload.
Additionally, by accumulating contract information in @pocket, you can share information and visualize contract statuses, enhancing business transparency.

However, data entry into @pocket needs to be done manually, and if there are many entries to register, there is a concern that the productivity of the entire team may decrease.
By using this flow, once a contract is completed in DocuSign, information updates to @pocket can be done automatically, allowing for more efficient manual work.
This eliminates the hassle of manually updating @pocket, ensuring that the data in @pocket is always up-to-date even when there are many entries to register.

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■Notes

・Please connect both DocuSign and @pocket with Yoom.