When the opportunity stage is updated in Salesforce, send the contract via Docusign.

No items found.

■Overview

The flow "Send contracts via Docusign when the opportunity stage is updated in Salesforce" is a business workflow that supports the smooth progress of the sales process.
When the stage of an opportunity is changed in Salesforce, a contract is automatically sent to the client via Docusign. This integration eliminates the need for manual contract sending tasks, significantly reducing the time and effort of the sales team. Additionally, by utilizing Docusign's electronic signature feature, the period until contract conclusion is shortened, achieving overall operational efficiency.

‍

■Recommended for

Sales representatives who use Salesforce for opportunity management and want to reduce the hassle of sending contracts
Those who want to implement electronic contracts using Docusign but are unsure about how to integrate it with Salesforce
Team leaders or managers who want to advance the automation of the sales process and improve operational efficiency
Executives or business improvement personnel who want to shorten the time to contract conclusion and accelerate the sales cycle

‍

■Benefits of using this template
Since contracts are automatically sent via Docusign when the opportunity stage is updated in Salesforce, the hassle of manually sending contracts is eliminated.
Electronic signatures with Docusign reduce the time to contract conclusion, supporting swift sales activities.
Automation prevents human errors in contract work, ensuring accurate contract procedures.

このテンプレートを試してみる

How to request materials and apply for a demo

Here

Here are some Similar Templates!

Record new lead information registered in Salesforce into a Google Spreadsheet.

When new lead information is registered in Salesforce, the information is automatically recorded in a Google Spreadsheet. The spreadsheet can reflect any desired fields, such as lead names and contact information.

See details

When a new lead is registered in Salesforce, notify Slack.

- When a new lead is registered in Salesforce, a notification will be sent to the specified Slack channel. - Lead information can be automatically expanded without accessing the chat tool. - Additionally, you can specify any Slack channel for notifications.

See details

Add a record to Microsoft Excel when a record is registered in a Salesforce custom object.

When a record is registered in a Salesforce custom object, it is added to the Microsoft Excel database. This flow improves work efficiency by eliminating the need for manual data entry by the person in charge.

See details

Read business card data using OCR and store it in Salesforce.

When you upload a business card image to the input form, the necessary information is automatically extracted from the business card using OCR and stored in the Salesforce lead object. This can be useful when registering business card information collected from exhibitions or events into Salesforce. Business card images taken with a smartphone or other devices can be used without any issues.

See details

When a ToDo object is registered in Salesforce, add it to Notion.

When a ToDo object is registered in Salesforce, it is added to the Notion database. This flow allows the entire team to quickly share the progress of tasks. Since the Notion database can visualize tasks in various formats, team members can easily understand not only their own tasks but also the status of other members' tasks.

See details

Use Salesforce opportunity information to issue an invoice with Money Forward Cloud Invoice.

This is a flow for issuing invoices in Money Forward Cloud Invoice using Salesforce opportunity information. By automatically issuing invoices using the registered content in Salesforce, you can eliminate manual work and improve business efficiency.

See details

See all templates

What is Yoom hyperautomation?

Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.

Learn more about Yoom

Don't Just Connect Apps—Automate Everything

Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.

Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.

Learn more about Yoom

About the Apps You Use

Salesforce

With Yoom, you can utilize Salesforce's API without any coding. For example, you can retrieve information from Salesforce via the API and integrate it with other SaaS or create documents. Additionally, you can synchronize Salesforce lead information and deal information with Yoom's database for various purposes.

Related apps

Salesforce

Templates using

View all related templates

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