Send the contract via Docusign based on the responses submitted in the Google Form.
Send the contract via Docusign based on the responses submitted in the Google Form.
Launch this workflow to connect
Google Forms &
DocuSign
!
■Overview
This is a flow for sending contracts via Docusign using responses from Google Forms.
■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
■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.
■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/en/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
Google Forms
Related apps
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Google Forms
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DocuSign
Templates using
DocuSign
This is a flow to add to Microsoft Excel once the contract is completed with DocuSign. It eliminates manual work, prevents input errors and omissions, and leads to accurate information sharing.
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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.
see detailsTemplates
When there is a response to a Google Form, the flow is to register the response in a Google Spreadsheet. Normally, when a response is submitted to a Google Form, the data is added to a specified Google Spreadsheet. However, in this flow, it is possible to add data to any specified Google Spreadsheet without complex settings in Google App Script. Additionally, it saves the effort of repeatedly entering data, allowing work to proceed smoothly, and records can be easily added to the Google Spreadsheet automatically, eliminating any gaps or omissions in information management.
Add Google Form responses to Google Sheets
This is a business workflow that automatically adds Google Form responses to Notion and sends event information via Gmail. This streamlines data management and information dissemination, making event operations more efficient.
Add Google Form responses to Notion and send event information via Gmail.
Add a Google Calendar event and send an email based on responses from a Google Forms reservation form.
When a response is submitted to a Google Form, an event is added to Google Calendar and an email is sent. This flow allows for seamless automation from adding the event to sending the email, using only the form responses.
Add a Google Calendar event and send an email based on responses from a Google Forms reservation form.
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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No-Code API Actions
Executable API actions
Flowbot triggers
When a form response is submitted
When the envelope is completed
Flowbot operations
Get response list
Retrieve a specific response
Get response list (specify response period)
Get Form Questions
Update Form Title and Description
Update Question Titles and Descriptions
Create a new form
Update form visibility settings
Add a short/paragraph question (title and description)
Add a choice question (radio, checkbox, or dropdown)
Add a grid question (multiple-choice grid / checkbox grid)
Add a question title and description (Date/Time)
Add a question title and description (Linear scale)
Add a question title and description (Image + text)
Add a question title and description (Image + choice)
Add a question title and description (Choices with images)
Create Envelope
Create and send envelope from template
Flowbot triggers
When a form response is submitted
Flowbot operations
Get response listRetrieve a specific responseGet response list (specify response period)Get Form QuestionsUpdate Form Title and DescriptionUpdate Question Titles and DescriptionsCreate a new formUpdate form visibility settingsAdd a short/paragraph question (title and description)Add a choice question (radio, checkbox, or dropdown)Add a grid question (multiple-choice grid / checkbox grid)Add a question title and description (Date/Time)Add a question title and description (Linear scale)Add a question title and description (Image + text)Add a question title and description (Image + choice)Add a question title and description (Choices with images)
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)More inspiration for you
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