Send the contract via Docusign based on the responses submitted in the Google Form.

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■Overview

This is a flow for sending contracts via Docusign using responses from Google Forms.

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■Recommended for

1. Those who frequently need to create and send contracts

Sales representatives or sales assistants
Administrative staff or office managers
Legal personnel

2. Those who want to automate the contract sending process and reduce manual work

Owners of small and medium-sized enterprises aiming for operational efficiency
Business analysts interested in workflow automation
Leaders of legal or sales teams who want to enhance the accuracy and speed of contract delivery

3. Those who regularly use Google Forms and DocuSign

Personnel collecting information using Google Forms
Users managing contracts with electronic signatures using DocuSign

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■Benefits of using this template

・Reduces errors from manual input, improving contract accuracy.

・Using the template ensures all contracts are created in a consistent format.

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■Important Notes

‍・Please integrate both Google Forms and DocuSign with Yoom.

・Refer to the following for how to obtain response content when using Google Forms as a trigger. https://intercom.help/yoom/ja/articles/6807133

・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.

・Please note that the shortest activation interval varies depending on the plan.

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About the Apps You Use

Google Forms

Yoom allows you to integrate with Google Forms API without any code, enabling you to automate various tasks. For example, you can notify Slack or Chatwork of information submitted via Google Forms, or automatically store information in CRMs like kintone or Salesforce.

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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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