When the envelope (completion) is finished in DocuSign, store the file in Google Drive.
When the envelope (completion) is finished in DocuSign, store the file in Google Drive.
Launch this workflow to connect
DocuSign &
Google Drive
!
■Overview
This is a flow where files are stored in Google Drive once an envelope (completion) is finalized in DocuSign.
■Recommended for
1. Those who frequently need to finalize and manage contracts
- Legal department staff
- Sales representatives or sales assistants
- Project managers
2. Those looking to reduce manual contract management and automate the process
- Owners of small to medium-sized businesses aiming for operational efficiency
- Legal assistants or managers who want to manage contracts efficiently
3. Those who regularly use DocuSign and Google Drive
- Users who finalize contracts using DocuSign
- Personnel managing files using Google Drive
■Benefits of using this template
・Once an envelope is completed in DocuSign, files are automatically stored in Google Drive, eliminating the need for manual file saving.
・The document saving process is automated, reducing management burden.
■Notes
・Please integrate both DocuSign and Google Drive with Yoom.
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About the Apps
DocuSign
Templates using
DocuSign
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Templates using
Google Drive
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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.
see detailsTemplates
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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 Drive
Yoom allows you to integrate with Google Drive's API without any code, enabling the automation of various tasks. For example, you can automatically create new folders in Google Drive and store files, or download files from Google Drive and send them via email or chat.
see detailsTemplates
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No-Code API Actions
Executable API actions
Flowbot triggers
When the envelope is completed
New File or Folder Created
When a new file or folder is created in a specified folder
When a specific file is created or updated
When a file containing specific keywords is created
Flowbot operations
Create Envelope
Create and send envelope from template
Get envelope information
Get envelope document information
Download Documents from a Specific Envelope
Download Certificate
Void a specific envelope
Send envelope
Add attachment to envelope
Add or update documents in envelope
Set fields on document
Add values to document fields
Add values to document fields (radio button)
Delete or void envelope
Get custom document field values
Add custom field to specified document
Search envelopes
Search envelopes (start from next page)
Flowbot triggers
When the envelope is completed
Flowbot operations
Create EnvelopeCreate and send envelope from templateGet envelope informationGet envelope document informationDownload Documents from a Specific EnvelopeDownload CertificateVoid a specific envelopeSend envelopeAdd attachment to envelopeAdd or update documents in envelopeSet fields on documentAdd values to document fieldsAdd values to document fields (radio button)Delete or void envelopeGet custom document field valuesAdd custom field to specified documentSearch envelopesSearch envelopes (start from next page)Get envelope recipient tabsCreate and Send Envelopes from Template (with Tabs)Create 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)
Flowbot triggers
New File or Folder CreatedWhen a new file or folder is created in a specified folderWhen a specific file is created or updatedWhen a file containing specific keywords is created
Flowbot operations
Create FolderDuplicate fileSearch Files and Folders in a Specific FolderDelete FileUpload FileDownload fileDownload Google Sheets fileDownload Google SlidesDownload Google Docs fileList files and folders in a specific folderRename FileGet file/folder infoConvert Excel File to Google SheetsConvert CSV File to Google SheetsGrant File or Folder Permissions to a UserMove File to TrashGet list of file or folder permissionsUpdate description for a file or folderChange File Destination FolderCreate a shortcut to a fileConfigure download and copy permissionsList folders in a specific folderConvert a file to Google DocsDownload a Google Sheet (specify sheet)Change sharing to "Anyone with the link"Search files and folders in a specific folder (excluding Trash)Convert a presentation file to Google SlidesConvert a PDF file to Google DocsGrant file or folder permissions to a specific organizationUpdate a specific fileRemove permissions from a file or folderCreate a shared driveSearch shared drivesCopy file (detailed options)Search files and foldersMore inspiration for you
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