When a document is signed in Docusign, store the document in Dropbox.
DocuSign Dropbox

When a document is signed in Docusign, store the document in Dropbox.

Yoom's DocuSign &  Dropbox  are ready to use! Automate tasks instantly—just copy the template!

■Overview

This flow involves downloading a certificate and storing it in Dropbox once a document is signed in Docusign.

■Recommended for

1. Companies or teams using DocuSign

  • Personnel responsible for implementing electronic signatures on contracts using DocuSign
  • Legal personnel or administrators digitizing the contract signing process

2. Companies or teams using Dropbox

  • Personnel utilizing Dropbox for file storage and sharing
  • Companies prioritizing the secure storage and backup of contracts and certificates

3. Those promoting the automation of contract processes

  • Legal personnel looking to eliminate the manual task of downloading and saving certificates after contract signing
  • IT personnel aiming to streamline business processes through system integration

■Benefits of using this template

・By automating the contract process and eliminating the manual task of downloading and saving certificates, you can significantly improve operational efficiency.

・Since certificates are securely stored in Dropbox, data consistency and accuracy are maintained, making the management of legal documents simple and smooth, enabling quick responses, effective resource management, and potentially improving overall business productivity.

Notes

・Please integrate Docusign and Dropbox with Yoom respectively.

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About the Apps You Use
DocuSign
DocuSign
Templates using

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.
Dropbox
Dropbox
Templates using

This is a business workflow that automatically adds Dropbox file information to Notion. It eliminates the hassle of manual updates and streamlines information sharing within the team.

This is a flow where a folder is created in Dropbox when a client is registered in Airtable. By automating the folder creation, it prevents human errors such as incorrect folder names or omissions, ensuring smooth file management.

This is a flow that compresses form images via RPA and saves them to DropBox. By using this flow, images can be automatically compressed and saved to DropBox. This reduces clerical work, thereby reducing workload and improving operational efficiency.
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 details
Templates

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.
Dropbox
Yoom allows you to integrate with Dropbox's API without any code, enabling you to automate various tasks. You can store files received via email into Dropbox or automatically generate folders in Dropbox.
see details
Templates

This is a business workflow that automatically adds Dropbox file information to Notion. It eliminates the hassle of manual updates and streamlines information sharing within the team.

This is a flow where a folder is created in Dropbox when a client is registered in Airtable. By automating the folder creation, it prevents human errors such as incorrect folder names or omissions, ensuring smooth file management.

This is a flow that compresses form images via RPA and saves them to DropBox. By using this flow, images can be automatically compressed and saved to DropBox. This reduces clerical work, thereby reducing workload and improving operational efficiency.
Templates
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API Actions That can be No-Code
Executable API actions
Flowbot triggers
    When the envelope is completed
    When a file is created or updated in a specific folder
    When a file is created or updated in a specific folder (team folder)
Flowbot operations
    Create Envelope
    Create and Send Envelope from Template
    Retrieve Information of a Specific Envelope
    Get Document Information for a Specific Envelope
    Download a Document from a Specific Envelope
    Download Certificate of Completion
    Void a Specific Envelope
    Send Envelope
    Add Attachment to Envelope
    Add or Update Documents in an Envelope
    Place Fields on a Document
    Pre-fill Values for Document Fields
    Pre-fill Values for Document Fields (Radio Buttons)
    Upload File
    Create Folder
    Copy File
    Download File
    Upload File (Team Folder)
    Download file (Team folder)
    Create folder (Team folder)
    Copy file (Team folder)
    Search files
    List files in folder
    Search Files (Team Folders)
    List Files in Folder (Team Folders)
    Move File to Specified Folder
    Create Shared Link
Flowbot triggers
    When the envelope is completed
Flowbot operations
    Create Envelope
    Create and Send Envelope from Template
    Retrieve Information of a Specific Envelope
    Get Document Information for a Specific Envelope
    Download a Document from a Specific Envelope
    Download Certificate of Completion
    Void a Specific Envelope
    Send Envelope
    Add Attachment to Envelope
    Add or Update Documents in an Envelope
    Place Fields on a Document
    Pre-fill Values for Document Fields
    Pre-fill Values for Document Fields (Radio Buttons)
Flowbot triggers
    When a file is created or updated in a specific folder
    When a file is created or updated in a specific folder (team folder)
Flowbot operations
    Upload File
    Create Folder
    Copy File
    Download File
    Upload File (Team Folder)
    Download file (Team folder)
    Create folder (Team folder)
    Copy file (Team folder)
    Search files
    List files in folder
    Search Files (Team Folders)
    List Files in Folder (Team Folders)
    Move File to Specified Folder
    Create Shared Link
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