When the envelope is completed in DocuSign, update the case status on the board.

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■Overview

This is a flow that updates the deal status on the board when an envelope is completed in DocuSign.

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■Recommended for

1. Those who need to manage and process forms for client companies

・Sales assistants and accounting staff

・Office staff and office managers

・Administrative staff managing data using digital tools

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2. Those who want to reduce manual input work and automate processes

・Owners of small and medium-sized enterprises aiming for operational efficiency

・General affairs and administrative staff with a lot of input work

・Marketing staff conducting operations using digital tools

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■Benefits of using this template

・Since the deal status on the board is automatically updated when an envelope is completed in DocuSign, the effort of manual updates is eliminated, greatly improving operational efficiency.

・Quick status changes after contract signing improve response speed to customers, enhancing customer satisfaction.

・The contract signing status in DocuSign is reflected in real-time on the board, allowing you to always grasp the progress of deals.

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■Notes

・Please integrate both DocuSign and the board 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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Board

In Yoom, you can utilize the board's API without any coding. By integrating the board with Yoom, you can automatically execute case registration and customer registration on the board via the API. Additionally, you can synchronize the board's information with Yoom's database and use it for various purposes.

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