When a post is made in Discord, send an approval request to the assignee, then send an envelope via DocuSign once approved
When a post is made in Discord, send an approval request to the assignee, then send an envelope via DocuSign once approved
Launch this workflow to connect
DocuSign &
Discord
!
■Overview
Reviewing important notifications and requests in Discord, sending approval requests to the appropriate people, and then sending contracts and other documents via DocuSign each time is time-consuming and increases the risk of missed tasks.
With this workflow, you can use specific Discord messages as triggers to automate everything from sending approval requests to the appropriate people through sending envelopes via DocuSign, streamlining the entire process.
With this workflow, you can use specific Discord messages as triggers to automate everything from sending approval requests to the appropriate people through sending envelopes via DocuSign, streamlining the entire process.
■Who should use this template
- People who manually create approval requests based on Discord posts
- Legal and sales teams who find it time-consuming to send DocuSign envelopes after approval
- People who want to automate the integration between Discord and DocuSign to streamline their operations
■Benefits of using this template
- Automate the process from posting in Discord to sending approval requests and DocuSign envelopes, reducing the time spent on manual work.
- Eliminate the need for manual reviews and data entry to prevent human errors such as forgetting to send approval requests or sending them to the wrong recipients.
■Flowbot process
- First, connect Discord and DocuSign to Yoom.
- Next, select Discord as the trigger and set the action to “When a message is sent in a channel.”
- Then, select the AI feature in Operations and use the “Extract data from text” action to extract the required information from the post.
- Next, set up the manual action “Request action from an assignee” in Operations to send a request to the approver.
- Finally, as the post-approval operation, set up DocuSign’s “Create and send an envelope from a template” action.
※ “Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.
■Customization options for this workflow
- You can replace Discord, the trigger, with another chat tool such as Slack or Chatwork.
- Configure the data fields extracted by the AI feature to match your actual post content and business processes.
- You can freely customize the request message sent when asking an assignee to take action, as well as the person responsible for handling the approval request.
- You can replace DocuSign, used to send envelopes, with another electronic contract service such as CloudSign or GMO Sign.
■Notes
- Connect both Discord and DocuSign to 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.
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About the Apps
DocuSign
Templates using
DocuSign
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Templates using
Discord
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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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Discord
It is possible to automate various tasks by integrating with Discord's API without code. For example, you can automatically send messages or files to any text channel on Discord.
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When there is a new response in the Yoom form, it is added to a Google Spreadsheet, and a notification of its content is sent to Discord. This flow allows for the automatic accumulation of form response information, eliminating the need to manually notify Discord of the response content, and ensuring that the latest information is captured and shared without any omissions.
Add responses to a Google Spreadsheet when there is a form submission and send a notification to Discord.
No-Code API Actions
Executable API actions
Flowbot triggers
When the Envelope Is Completed
When a Message Is Sent in a Channel
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 Message Is Sent in a Channel
Flowbot operations
Send MessageSend FileCreate ChannelClose ChannelCreate Direct Message ChannelSearch Users in a ServerChange Channel NameRemove User from ServerCreate Invite URL for ChannelCreate Thread in Forum ChannelCreate Thread from MessageSend Message in ThreadDownload Files in a MessageAssign a Specific Role to a UserOverwrite a User's RolesRemove a Role from a UserGet Role InformationGet Server ChannelsGet Server ThreadsGet Text Channel MessagesGet a Specific MessageGet Messages in a ThreadMore inspiration for you
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