When the Salesforce opportunity stage reaches the specified phase, send the contract via Docusign.

Try this Template

No items found.

■Overview

This is a flow where a contract is sent via Docusign when the Salesforce opportunity phase reaches a specified phase.

‍

■Recommended for

1. Those responsible for customer management using Salesforce

・Sales departments using Salesforce

・Customer service representatives handling inquiries from customers

‍

2. Those conducting contract work using Docusign

・HR recruiters and administrative staff

・Personnel who use Docusign regularly

‍

■Benefits of using this template‍

As the number of customers managed in Salesforce increases, there is a possibility of missing tasks related to contract work.
Checking for omissions each time can be time-consuming and may feel inefficient.

By using this template, when the Salesforce opportunity phase reaches a specified phase, the creation and sending of contracts via Docusign can be automated.
Automating this process can prevent omissions in contract work and significantly reduce the time spent on verification tasks.

‍

■Notes

・Please integrate Yoom with both Salesforce and CloudSign.

・Salesforce is an app available only with the Team Plan and Success Plan. For Free Plan and Mini Plan, the operations and data connections set in Flow Bot will result in errors, so please be careful.

・Paid plans like Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.

・For instructions on setting up outbound messages in Salesforce, please refer to the following:

https://intercom.help/yoom/ja/articles/9546117

このテンプレートを試してみる

How to request materials and apply for a demo

Here

Here are some Similar Templates!

Record new lead information registered in Salesforce into a Google Spreadsheet.

When new lead information is registered in Salesforce, the information is automatically recorded in a Google Spreadsheet. The spreadsheet can reflect any desired fields, such as lead names and contact information.

See details

When a new lead is registered in Salesforce, register it in kintone.

When a new lead is registered in Salesforce, a new record is created in kintone. Data can be automatically transferred without accessing the destination database like kintone.

See details

When a new lead is registered in Salesforce, notify Slack.

- When a new lead is registered in Salesforce, a notification will be sent to the specified Slack channel. - Lead information can be automatically expanded without accessing the chat tool. - Additionally, you can specify any Slack channel for notifications.

See details

When a record is registered in a Salesforce custom object, add it to Google Sheets.

This is a flow that adds a record to a Google Sheets database when a record is registered in a Salesforce custom object. The person in charge of the task does not need to manually transfer the data, significantly improving work efficiency and reducing the risk of human error.

See details

Add a record to Microsoft Excel when a record is registered in a Salesforce custom object.

When a record is registered in a Salesforce custom object, it is added to the Microsoft Excel database. This flow improves work efficiency by eliminating the need for manual data entry by the person in charge.

See details

When the Salesforce opportunity stage reaches the specified phase, send the contract via Docusign.

When the Salesforce opportunity stage reaches the specified phase, you can send contracts via Docusign. By automating the creation and sending of contracts, you can prevent omissions in contract-related tasks and significantly reduce the time spent on verification work.

See details

See all templates

What is Yoom hyperautomation?

Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.

Learn more about Yoom

Don't Just Connect Apps—Automate Everything

Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.

Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.

Learn more about Yoom

About the Apps You Use

Salesforce

With Yoom, you can utilize Salesforce's API without any coding. For example, you can retrieve information from Salesforce via the API and integrate it with other SaaS or create documents. Additionally, you can synchronize Salesforce lead information and deal information with Yoom's database for various purposes.

Related apps

Salesforce

Templates using

View all related templates

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