When the envelope (completion) is finished in DocuSign, store the file in 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 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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DocuSign

Templates using

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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.

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Create a record in Notion when a new file is added to Google Drive.

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About the apps you use

DocuSign

see details

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After the Zoom meeting ends, obtain the recording file and store it in Google Drive.

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see details

Templates

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API Actions That can be No-Code

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 specific folder

Specific File Created or Updated

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)

Create Folder

Copy File

Search Files and Folders in a Specific Folder

Delete File

Upload File

Download a file

Download a Google Sheet

Download a Google Slides presentation

Download a Google Docs document

List files and folders in a specific folder

Rename File

Get File or Folder Information

Convert Excel File to Google Sheets

Convert CSV File to Google Sheets

Grant File or Folder Permissions to a User

Move file to Trash

List permissions for a file or folder

Update description for a file or folder

Move file to a different folder

Create a shortcut to a file

Configure download and copy permissions

List folders in a specific folder

Convert a text file to Google Docs

Download 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 Slides

Convert a PDF file to Google Docs

Grant file or folder permissions to a specific organization

Update a specific file

Remove permissions from a file or folder

Create a shared drive

Search shared drives

Copy File

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

New File or Folder Created

When a new file or folder is created in a specific folder

Specific File Created or Updated

Flowbot operations

Create Folder

Copy File

Search Files and Folders in a Specific Folder

Delete File

Upload File

Download a file

Download a Google Sheet

Download a Google Slides presentation

Download a Google Docs document

List files and folders in a specific folder

Rename File

Get File or Folder Information

Convert Excel File to Google Sheets

Convert CSV File to Google Sheets

Grant File or Folder Permissions to a User

Move file to Trash

List permissions for a file or folder

Update description for a file or folder

Move file to a different folder

Create a shortcut to a file

Configure download and copy permissions

List folders in a specific folder

Convert a text file to Google Docs

Download 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 Slides

Convert a PDF file to Google Docs

Grant file or folder permissions to a specific organization

Update a specific file

Remove permissions from a file or folder

Create a shared drive

Search shared drives

Copy File