When a response is submitted in Jotform, send an approval request to the assignee, then send an envelope in DocuSign after approval
When a response is submitted in Jotform, send an approval request to the assignee, then send an envelope in DocuSign after approval
Launch this workflow to connect
DocuSign &
Jotform
!
■Overview
Do you find it time-consuming to manually send approval requests based on submissions received through Jotform and then send contract documents via DocuSign after approval?
This series of tasks is prone to delays and sending errors.
With this workflow, you can automate everything from requesting approval from the person in charge based on Jotform responses to sending envelopes via DocuSign, creating a smooth and reliable process.
This series of tasks is prone to delays and sending errors.
With this workflow, you can automate everything from requesting approval from the person in charge based on Jotform responses to sending envelopes via DocuSign, creating a smooth and reliable process.
■Recommended for
- Sales or legal teams who send contracts via DocuSign based on responses received through Jotform
- Those who spend too much time manually requesting approvals and creating documents, and struggle with delays and errors
- Those who want to automate the process from form submission to contract execution and improve operational efficiency
■Benefits of using this template
- Automate the entire process from receiving Jotform responses to requesting approval and sending documents via DocuSign, reducing the time spent on manual tasks such as transferring information.
- Prevent human errors such as missed approval requests and document delivery errors that can occur with manual processes, helping improve operational accuracy.
■Flowbot steps
- First, connect Jotform and DocuSign to Yoom.
- Select Jotform as the trigger and set the action to “When a form is submitted.”
- Next, set the Jotform operation to “Get the latest response” to retrieve the submitted form details.
- Then, set the operation to “Request action from the person in charge” to have them review the form details and approve or send them back for revision.
- Finally, set DocuSign’s “Create and send an envelope from a template” action as the next step when the request is approved.
※ “Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.
■Customizing this workflow
- You can replace Jotform with other form creation apps supported by Yoom, such as Google Forms or formrun.
- For the “Request action from the person in charge” action, you can freely customize the request message, approvers, and other settings to match your actual workflow.
- You can also replace DocuSign with another electronic contract service, such as CloudSign or GMO Sign, to build your workflow.
■Notes
- Make sure to connect both 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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DocuSign
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Jotform
Related apps
Templates using
Jotform
This is a flow that adds responses submitted through Jotform to a Notion database. The person in charge no longer needs to manually input the data, significantly improving operational efficiency. Additionally, the risk of human error is reduced, enabling faster and more accurate data management.
Use AI to assess the urgency of Jotform responses and instantly notify Lark only for urgent cases. Reduce manual review and missed notifications while enabling faster responses to critical issues and easing team workload.
When a new response is submitted to Jotform, this flow records the response in a Google Spreadsheet. By integrating Jotform with Google Spreadsheets, you can save the effort of manually operating each application and repeatedly entering data, allowing for smoother business operations. Additionally, records are easily added to Google Spreadsheets automatically, eliminating any gaps or omissions in information management.
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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This is a flow to add to Microsoft Excel once the contract is completed with DocuSign. It eliminates manual work, prevents input errors and omissions, and leads to accurate information sharing.
Add to Microsoft Excel when the agreement is completed in DocuSign.
This is a flow that sends a notification to Discord when a contract is completed in DocuSign. By integrating DocuSign with Discord, you can eliminate hassle and improve the overall productivity of your team.
Notify on Discord when the contract is completed in DocuSign.
This is a flow that sends a notification to Microsoft Teams when a contract is completed in DocuSign. It allows for the automatic and rapid notification to the person in charge of operations, thereby improving operational efficiency.
Notify Microsoft Teams when an agreement is completed in DocuSign.
Jotform
In Yoom, it is possible to integrate with Jotform's API without code and automate various tasks. For example, information submitted from Jotform can be easily linked to other SaaS like spreadsheets and Slack.
see detailsTemplates
This is a flow that adds responses submitted through Jotform to a Notion database. The person in charge no longer needs to manually input the data, significantly improving operational efficiency. Additionally, the risk of human error is reduced, enabling faster and more accurate data management.
Add responses submitted through Jotform to a Notion database.
Use AI to assess the urgency of Jotform responses and instantly notify Lark only for urgent cases. Reduce manual review and missed notifications while enabling faster responses to critical issues and easing team workload.
Monitor Jotform forms and notify Lark of urgent responses
When a new response is submitted to Jotform, this flow records the response in a Google Spreadsheet. By integrating Jotform with Google Spreadsheets, you can save the effort of manually operating each application and repeatedly entering data, allowing for smoother business operations. Additionally, records are easily added to Google Spreadsheets automatically, eliminating any gaps or omissions in information management.
When there is a response in Jotform, register the record in Google Sheets.
No-Code API Actions
Executable API actions
Flowbot triggers
When the Envelope Is Completed
When a Form 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 Is Submitted
Flowbot operations
Retrieve Latest SubmissionsList SubmissionsDelete SubmissionGet List of Form QuestionsGet List of ReportsCreate ReportRetrieve Specific ResponseMore inspiration for you
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