When a Google Form response is submitted, send an approval request to the person in charge, then send a DocuSign envelope after approval
When a Google Form response is submitted, send an approval request to the person in charge, then send a DocuSign envelope after approval
Launch this workflow to connect
DocuSign &
Google Forms
!
■Overview
Do you manually send contracts or consent forms in response to applications or inquiries submitted through Google Forms? This process is not only time-consuming but also prone to human error, such as sending documents to the wrong recipient or forgetting to send them. By using this workflow, you can automate the entire process—from receiving a response in Google Forms, through requesting approval from the appropriate team member, to automatically sending a DocuSign envelope after approval—and eliminate these challenges.
■Who This Template Is For
- Anyone who finds contract and application processes using Google Forms and DocuSign time-consuming
- Anyone who wants to standardize workflows by eliminating mistakes in manual approval requests and document delivery
- Anyone who wants to move beyond routine document delivery tasks and focus on core responsibilities
■Benefits of Using This Template
- Automate the process from form response to approval and document delivery, reduce the time spent on manual work, and focus on more productive tasks.
- Eliminate manual data entry and email creation to prevent human errors such as incorrect recipients and missing attachments, improving operational accuracy.
■Flow Bot Workflow
- First, connect Google Forms and DocuSign to Yoom.
- Next, select Google Forms as the trigger and set the action to “When a response is submitted to the form.”
- Then, select “Request action from an assignee” as the operation and request action based on the Google Forms response.
- Finally, select DocuSign as the operation and set the “Create and send an envelope from a template” action to run after approval.
※ “Trigger”: An action that initiates a flow. “Operation”: An action that processes information within the flow after the trigger starts.
■Customization Options
- In the Google Forms trigger settings, specify the form ID you want to use as the starting point for the automation.
- With the “Request action from an assignee” feature, you can freely set the assignee and request details. You can also include information collected through Google Forms in the request message as variables.
- In the DocuSign action, you can specify the template to send and recipient details. You can also dynamically set recipients and other fields using form responses as variables.
■Notes
- Connect both Google Forms and DocuSign to Yoom.
- You can select a trigger interval of 5, 10, 15, 30, or 60 minutes.
- Please note that the shortest available trigger interval varies by plan.
- For details on how to retrieve response content when using Google Forms as a trigger, see “How to Retrieve Response Content with the Google Forms Trigger.”
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Google Forms
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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
When a Form Response Is Submitted
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 Envelope
Flowbot triggers
When a Form Response Is Submitted
Flowbot operations
Get Response ListRetrieve a Specific ResponseGet Response List (Specify Response Period)Get Form QuestionsUpdate Form Title and DescriptionUpdate Question Titles and DescriptionsCreate a New FormUpdate Form Visibility SettingsAdd a Short/paragraph Question (Title and Description)Add a Choice Question (Radio, Checkbox, or Dropdown)Add a Grid Question (Multiple-choice Grid / Checkbox Grid)Add a Question Title and Description (Date/Time)Add a Question Title and Description (Linear Scale)Add a Question Title and Description (Image + Text)Add a Question Title and Description (Image + Choice)Add a Question Title and Description (Choices with Images)More inspiration for you
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