When a row is added to Google Sheets, send an approval request to the person in charge, then send an envelope via DocuSign after approval
When a row is added to Google Sheets, send an approval request to the person in charge, then send an envelope via DocuSign after approval
Launch this workflow to connect
DocuSign &
Google Sheets
!
■Overview
Manually sending approval requests based on information added to Google Sheets and then sending envelopes through DocuSign after approval can be time-consuming and prone to errors.
This workflow automates the entire process, from sending an approval request to sending an envelope through DocuSign, triggered when a row is added to Google Sheets.
It helps streamline contract-related tasks and improve accuracy.
This workflow automates the entire process, from sending an approval request to sending an envelope through DocuSign, triggered when a row is added to Google Sheets.
It helps streamline contract-related tasks and improve accuracy.
■Recommended for
- Anyone who finds contract-related tasks using Google Sheets and DocuSign time-consuming
- Anyone who wants to prevent omissions and errors when manually requesting approvals or sending contracts
- Anyone who wants to automate routine contract workflows and focus on more important tasks
■Benefits of using this template
- Automate the process from adding data to Google Sheets through approval and envelope delivery, reducing the time spent on manual tasks.
- Eliminate manual data entry and email creation to prevent human errors such as incorrect entries and sending documents to the wrong recipients.
■Workflow
- First, connect Google Sheets and DocuSign with Yoom.
- Select Google Sheets as the trigger and set the action to “When a row is added.”
- Next, set the “Request action from an assignee” operation under “Manual task” to send an approval request based on the information in Google Sheets.
- Finally, set DocuSign’s “Create and send an envelope from a template” operation to run after approval.
※“Trigger”: An action that starts the workflow. “Operation”: An action that processes data within the workflow after the trigger starts.
■Customizing this workflow
- You can replace Google Sheets with other database apps, such as kintone or Airtable, as the trigger app.
- For the “Request action from an assignee” operation, you can freely customize the request message and approver to match your workflow.
- You can replace DocuSign with another electronic contracting service, such as CloudSign, as the app for sending envelopes.
■Notes
- Connect both Google Sheets and DocuSign with Yoom.
- You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
- Note that the shortest available trigger interval varies by plan.
- For important notes on using Google Sheets as an app trigger, see “Important Notes on Using the Google Sheets Trigger as an App Trigger.”
Check Out Similar Templates!
Notify Microsoft Teams when an agreement 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.
When the envelope (completion) is finished in DocuSign, store the file in Microsoft SharePoint.
This is a flow where files are stored in Microsoft SharePoint once an envelope (completion) is finished in DocuSign. By automatically storing contracts and important documents in SharePoint, the hassle of manual uploads is eliminated. This streamlines the management and sharing of contracts, allowing you to focus on other important tasks.
See more
About the Apps
DocuSign
Templates using
DocuSign
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.
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.
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.
Google Sheets
Related apps
Templates using
Google Sheets
A workflow to generate invoices using Google Sheets with the information entered in the form, and send them after approval.
Once the billing information is filled out in the form, an invoice will be generated using the Google Spreadsheet invoice template. After that, it will undergo approval by the person in charge, and an email will be sent.
This is a flow for adding order information to WooCommerce when a row is added in Google Sheets. This flow significantly reduces manual effort and saves the time previously spent on registration, allowing you to focus on more important tasks and improving productivity.
You can add a new tab to a Google Spreadsheet at the beginning of each month. By being able to add a new sheet to a specific Google Spreadsheet at the start of each month, you can avoid forgetting to add sheets and prevent unnecessary rework.
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.
see detailsTemplates
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.
Google Sheets
At Yoom, you can utilize the Google Sheets API without any coding. By integrating Sheets with Yoom, you can automate data entry into spreadsheets and automatically create documents based on spreadsheet templates. Additionally, you can sync spreadsheet information with Yoom's database for various applications.
see detailsTemplates
A workflow to generate invoices using Google Sheets with the information entered in the form, and send them after approval.
Once the billing information is filled out in the form, an invoice will be generated using the Google Spreadsheet invoice template. After that, it will undergo approval by the person in charge, and an email will be sent.
A workflow to generate invoices using Google Sheets with the information entered in the form, and send them after approval.
This is a flow for adding order information to WooCommerce when a row is added in Google Sheets. This flow significantly reduces manual effort and saves the time previously spent on registration, allowing you to focus on more important tasks and improving productivity.
Add order information to WooCommerce when a row is added in Google Sheets.
You can add a new tab to a Google Spreadsheet at the beginning of each month. By being able to add a new sheet to a specific Google Spreadsheet at the start of each month, you can avoid forgetting to add sheets and prevent unnecessary rework.
Add a new tab to the Google Spreadsheet at the beginning of each month.
No-Code API Actions
Executable API actions
Flowbot triggers
When the Envelope Is Completed
When a Row Is Added
When a Row Is Updated
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 Row Is AddedWhen a Row Is Updated
Flowbot operations
Set a Value in a CellGet ValuesClear ValuesCreate a New SpreadsheetCopy a Sheet (Tab)Add a New Sheet (Tab)Delete Sheet (Tab)Replace ValuesUpdate Sheet NameDelete RowsGet Spreadsheet InfoGet Sheet NamesApply a Formula to a RangeEnter Values in a RangeEmbed an Image in a CellSort by Specific ColumnHide a SheetAdd a Note to the Specified CellsInsert ColumnsDelete ColumnsWrite Values to Multiple ColumnsAdd RowsMore inspiration for you
Discover step-by-step guides for automating your work using the apps featured in this workflow!
