Send signature requests with Jotform submission data via DocuSign
Send signature requests with Jotform submission data via DocuSign
Launch this workflow to connect
DocuSign
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■Overview
Do you manually create signature requests for contracts and consent forms in DocuSign based on application information collected through Jotform? Transferring information and preparing documents can be time-consuming, while sending requests to the wrong recipients is a business challenge you want to avoid. With this workflow, simply submitting a form in Jotform automatically completes the process through sending a signature request in DocuSign, helping streamline contract-related operations.
■Recommended for
- Legal and sales professionals who want to connect Jotform and DocuSign to streamline contract-related operations
- Anyone who wants to eliminate errors from manual data entry and document creation while improving operational accuracy
- Anyone who wants to automate routine signature request processes and focus on more important tasks
■Benefits of using this template
- Automate the process from submitting a form in Jotform to sending a signature request in DocuSign, reducing the time spent on manual work.
- Prevent human errors such as manual data transfer mistakes and sending signature requests to the wrong recipients, improving operational reliability.
■Flow bot steps
- First, connect Jotform and DocuSign to Yoom.
- Next, select Jotform as the trigger and set the action to “When a form is submitted.”
- Then, set the Jotform operation to “Get the latest response” to retrieve the submitted form information.
- Next, set the DocuSign operation to “Create an envelope.”
- Then, set the DocuSign operation to “Create or update a document in an envelope” and add the document for signing.
- Finally, set the DocuSign operation to “Send an envelope” to send a signature request to the form respondent.
※“Trigger”: An action that starts the flow. “Operation”: An action that processes the flow after the trigger starts.
■Customization points for this workflow
- In the Jotform trigger settings, you need to configure a webhook event so that Yoom can detect when a form is submitted.
■Notes
- Connect Jotform and DocuSign to Yoom.
- For instructions on configuring Jotform webhooks and retrieving the latest responses, see “How to Configure Jotform Webhooks and Retrieve the Latest Responses.”
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About the Apps
DocuSign
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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.
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No-Code API Actions
Executable API actions
Flowbot triggers
When the Envelope Is Completed
Flowbot operations
Create Envelope
Create and Send Envelope from Template
Retrieve Specific Envelope Information
Retrieve Document Information for a Specific Envelope
Download Documents from a Specific Envelope
Download Certificate
Void a Specific Envelope
Send Envelope
Add Attachment to Envelope
Add or Update Documents in an Envelope
Set Fields on Document
Add Values to Document Fields
Add Values to Document Fields (Radio Buttons)
Delete or Void Envelope
Get Custom Document Field Values
Add Custom Field to Specified Document
Search Envelopes
Search Envelopes (Using Next Page Start Position)
Flowbot triggers
When the Envelope Is Completed
Flowbot operations
Create EnvelopeCreate and Send Envelope from TemplateRetrieve Specific Envelope InformationRetrieve Document Information for a Specific EnvelopeDownload Documents from a Specific EnvelopeDownload CertificateVoid a Specific EnvelopeSend EnvelopeAdd Attachment to EnvelopeAdd or Update Documents in an EnvelopeSet Fields on DocumentAdd Values to Document FieldsAdd Values to Document Fields (Radio Buttons)Delete or Void EnvelopeGet Custom Document Field ValuesAdd Custom Field to Specified DocumentSearch EnvelopesSearch Envelopes (Using Next Page Start Position)Get Envelope Recipient Tabs ListCreate and Send Envelope from Template (with Tabs)Retrieve Template Tab InformationCreate and Send Envelope from Template (Single Envelope/Multiple Tabs/Single Tab Label)Create and Send Envelope from Template (Single Envelope/Single Tab/Multiple Tab Labels)Retrieve Template InformationDelete a Document from a Specific EnvelopeMore inspiration for you
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