When a contract is signed with DocuSign, update the deal status in Sasuke.

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■Overview

This is a flow to update the Sasuke deal status when a contract is concluded with DocuSign.
By using Yoom, you can easily connect apps without the need for programming.

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■Recommended for

1. Those who manage contracts using DocuSign

・Those who manage contracts with DocuSign but find it cumbersome to update information after the contract is concluded

・Those who want to automatically update the deal status when a contract is concluded

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2. Those who use Sasuke as a sales management tool

・Those who use Sasuke regularly and want to grasp the progress of deals in real-time

・Those who tend to forget to change the deal status and want to eliminate the hassle of manual updates

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■Benefits of using this template

By implementing the flow to update the Sasuke deal status when a contract is concluded with DocuSign, there are many benefits.

First, since the deal status is automatically updated at the same time the contract is concluded, you can prevent omissions or delays in manual updates.
This allows sales activities to proceed smoothly and enables real-time understanding of deal status.

Additionally, since the burden on sales representatives is reduced, they can concentrate on other important tasks, contributing to increased productivity.

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■Notes

・Please integrate Yoom with both DocuSign and Sasuke.

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About the Apps You Use

SASUKE

Yoom allows you to integrate with Sasuke's API without code, enabling the automation of various tasks. For example, you can automatically register customer information in Sasuke, search for information within Sasuke, and integrate it with other SaaS tools.

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SASUKE

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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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