When the envelope (completion) is finished in DocuSign, store the file in Microsoft SharePoint.
When the envelope (completion) is finished in DocuSign, store the file in Microsoft SharePoint.
Launch this workflow to connect
DocuSign &
Microsoft SharePoint
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■Overview
This is a flow that stores files in Microsoft SharePoint once an envelope (completion) is finalized in DocuSign.
■Recommended for
1. Those who frequently handle contracts and important documents
- Legal personnel or contract management personnel
- Sales representatives or sales managers
- Project managers
2. Those looking to streamline document management and sharing
- Administrators of companies aiming for business automation and efficiency
- Those who want to simplify the storage and access of contracts
- Those who want to reduce manual uploads to shared folders
3. Those who use DocuSign and Microsoft SharePoint regularly
- Companies that use DocuSign for contract completion
- Personnel who manage and share documents using Microsoft SharePoint
■Benefits of using this template
・Automatically storing contracts and important documents in SharePoint eliminates the need for manual upload tasks.
・Streamlining contract management and sharing allows you to focus on other important tasks.
■Notes
・Please integrate both DocuSign and Microsoft SharePoint with Yoom.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
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About the Apps
DocuSign
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DocuSign
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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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Microsoft SharePoint
Yoom allows integration with SharePoint's API without code, enabling the automation of various tasks related to SharePoint. For example, you can create folders within SharePoint and automatically upload any files to those folders, or freely duplicate files within SharePoint. It can be used in various use cases, such as automatically storing email attachments in SharePoint or integrating with CRM to automatically create customer-specific folders within SharePoint.
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No-Code API Actions
Executable API actions
Flowbot triggers
When the envelope is completed
When Item is Added or Updated in List
When a file is created or updated in a specified folder within the site
When a folder is created or updated in a specified folder within the site
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
When Item is Added or Updated in ListWhen a file is created or updated in a specified folder within the siteWhen a folder is created or updated in a specified folder within the site
Flowbot operations
Upload fileCreate folderSearch folders/filesCopy fileSet values in document custom columnsGet item detailsDownload fileCreate folder in drive rootGet list detailsGet item access count and unique users (all time)Get item access count and unique users (last 7 days)Delete File / FolderMove File to Another FolderAdd Item to ListUpdate List ItemUpdate List Item (Multiple Choice)Get folders and files in a specific folderGet the initial delta link for a listGet incremental changes for list itemsSearch folders and files (for next page)More inspiration for you
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