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

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■Overview

This is a flow where files are stored in Google Drive once an envelope (completion) is finalized in DocuSign.

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■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

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■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.

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■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.

Related apps

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.

Related apps