Send contracts from JUST.DB using DocuSign

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■Overview

This is a flow for sending contracts via DocuSign from JUST.DB.

With Yoom, you can easily achieve this flow without any programming, enabling seamless integration between applications.

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■Recommended for

1. Those managing contract information in JUST.DB

・Sales representatives responsible for contracts with clients

・Individuals who regularly input or update data in JUST.DB

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2. Those involved in creating or sending contracts

・Legal personnel using DocuSign for contract creation tasks

・Individuals looking to streamline data entry in contract creation

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■Benefits of using this template

When creating contracts in DocuSign based on data from JUST.DB, there is a concern about human errors and increased work time.
Additionally, manually creating and sending contracts can be time-consuming, leading to a desire for more efficient operations.

By using this flow, once a record is registered in JUST.DB, you can automatically create and send envelopes from DocuSign, streamlining your operations.
This eliminates the need for manual data entry, helping to reduce workload and prevent transcription errors, thereby facilitating smooth contract management.

Furthermore, by integrating with chat tools, you can share the envelope sending with selected members.

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■Notes

・Please integrate Yoom with both JUST.DB and DocuSign.

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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

View all related templates

JUST DB

Yoom allows you to integrate with JUST.DB's API without any code, enabling the automation of various tasks. You can connect with various SaaS platforms such as Google Sheets, Salesforce, and CloudSign, and automatically register and update information in JUST.DB.

Related apps

Airtable