Connect DocuSign and Salesforce APIs without code!
DocuSign & Salesforce
Automate your workflow instantly!
With Yoom, anyone can easily integrate DocuSign and Salesforce without any coding! For example, once a contract is completed in DocuSign, you can add a record to Salesforce. Start by trying out the convenient templates to integrate DocuSign and Salesforce right away.
DocuSign & Salesforce
Automate your workflow instantly!
With Yoom, anyone can easily integrate DocuSign and Salesforce without any coding! For example, once a contract is completed in DocuSign, you can add a record to Salesforce. Start by trying out the convenient templates to integrate DocuSign and Salesforce right away.
No-Code API Actions
Executable API actions
Automation triggers
-
When the Envelope Is Completed
-
When a New Record Is Registered in the Lead Object
-
When a New Record Is Registered in the Account Object
-
When a New Record Is Registered in the Opportunity Object
-
When a New Record Is Registered in the Contact Object
-
When a Record Is Registered or Updated in the Lead Object
-
When a Record Is Created or Updated in the Account Object
-
When a Record Is Created or Updated in the Opportunity Object
-
When a Record Is Created or Updated in the Contact Object
-
When a New Record Is Created in the Custom Object
-
When a Record Is Created or Updated in the Custom Object
-
When a Record Is Registered in the Activity Object
-
When a Record Is Registered in the ToDo Object
-
When an Outbound Message Is Received
-
When a File Is Uploaded
-
When a Calendar Event Is Created
-
When a Calendar Event Is Updated
-
When a Calendar Event Is Deleted
Automation operations
-
Create Envelope
-
Create and Send Envelope from Template
-
Retrieve Specific Envelope Information
-
Retrieve Document Information for a Specific Envelope
-
Download Documents from a Specific Envelope
-
Download Certificate
-
Void a Specific Envelope
-
Send Envelope
-
Add Attachment to Envelope
-
Add or Update Documents in an Envelope
-
Set Fields on Document
-
Add Values to Document Fields
-
Add Values to Document Fields (Radio Buttons)
-
Delete or Void Envelope
-
Get Custom Document Field Values
-
Add Custom Field to Specified Document
-
Search Envelopes
-
Search Envelopes (Using Next Page Start Position)
Flowbot triggers
-
When the Envelope Is Completed
Flowbot actions
-
Create Envelope
-
Create and Send Envelope from Template
-
Retrieve Specific Envelope Information
-
Retrieve Document Information for a Specific Envelope
-
Download Documents from a Specific Envelope
-
Download Certificate
-
Void a Specific Envelope
-
Send Envelope
-
Add Attachment to Envelope
-
Add or Update Documents in an Envelope
-
Set Fields on Document
-
Add Values to Document Fields
-
Add Values to Document Fields (Radio Buttons)
-
Delete or Void Envelope
-
Get Custom Document Field Values
-
Add Custom Field to Specified Document
-
Search Envelopes
-
Search Envelopes (Using Next Page Start Position)
-
Get Envelope Recipient Tabs List
-
Create and Send Envelope from Template (with Tabs)
-
Retrieve Template Tab Information
-
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)
-
Retrieve Template Information
-
Delete a Document from a Specific Envelope
Flowbot triggers
-
When a New Record Is Registered in the Lead Object
-
When a New Record Is Registered in the Account Object
-
When a New Record Is Registered in the Opportunity Object
-
When a New Record Is Registered in the Contact Object
-
When a Record Is Registered or Updated in the Lead Object
-
When a Record Is Created or Updated in the Account Object
-
When a Record Is Created or Updated in the Opportunity Object
-
When a Record Is Created or Updated in the Contact Object
-
When a New Record Is Created in the Custom Object
-
When a Record Is Created or Updated in the Custom Object
-
When a Record Is Registered in the Activity Object
-
When a Record Is Registered in the ToDo Object
-
When an Outbound Message Is Received
-
When a File Is Uploaded
-
When a Calendar Event Is Created
-
When a Calendar Event Is Updated
-
When a Calendar Event Is Deleted
Flowbot actions
-
Get Lead Records
-
Update Lead Records
-
Create Lead Record
-
Search Lead Records
-
Get Latest Lead Record
-
Get Account Records
-
Update Account Records
-
Create Account Record
-
Search Account Records
-
Get Opportunity Record
-
Update Opportunity Records
-
Create Opportunity Record
-
Search Opportunity Records
-
Get Contact Record
-
Update Contact Records
-
Create Contact Records
-
Search Contact Records
-
Get Custom Object Record
-
Update Custom Object Record
-
Create Custom Object Record
-
Search Custom Object Records
-
Link a File to a Record
-
Upload a File to Link to a Record
-
Get the Content Document ID of the Uploaded File
-
Search Lead Records (Excluding Deleted Records)
-
Search Account Records (Excluding Deleted Records)
-
Search Opportunity Records (Excluding Deleted Records)
-
Search Contact Records (Excluding Deleted Records)
-
Search Custom Object Records (Excluding Deleted Records)
-
Download Report
-
Log Activity on Lead
-
Log Activity on Account
-
Log Activity on Opportunity Record
-
Log Activity on Contact
-
Create To-Do on Lead
-
Create ToDo on Account Object
-
Create Task on Opportunity
-
Create a ToDo for a Contact Object
-
Log Activity on Lead
-
Create Event on Account
-
Create Event on Opportunity
-
Create Event on Contact
-
Log Email Message to Opportunity
-
Log Email Message to Account
-
Create User Record
-
Create Email Message
-
Associate Email Message with Person
-
Add Email Message to Custom Object
-
Log Activity on a Custom Object
-
Create To-Do on a Custom Object
-
Log Activity on Custom Object
-
Get Content IDs of Files Related to a Record
-
Get Latest Content Version ID
-
Download Files
-
Get Contract Record
-
Update Contract Records
-
Create Contract Object Record
-
Delete Contract Record
-
Create Calendar Event
-
Search User Object Records
-
Get User Record
-
Update Account Activity
-
Search Account Activities
-
Get User List
-
Get Account List
-
Get Contact List
-
Get Opportunity List
-
Get Lead List
-
Get Case List
-
Get Campaign List
-
Get Object List
-
Get Custom Object List
-
Get Chatter Group ID List
-
Post to User on Chatter
-
Post to Account on Chatter
-
Post Chatter to Contact
-
Post Chatter to Opportunity
-
Post Chatter to Lead
-
Post to Chatter on a Case
-
Post to Campaign Chatter
-
Post to Custom Object Chatter
-
Post Chatter to a Chatter Group
-
Get Channel List
-
Update User Object Record
-
Create User Role
-
Assign User Role
-
Create Permission Set Assignment for User Object
-
Associate a Contract Record with an Opportunity Record
-
Delete Permission Set Assignment for User Object
-
Add User to Specified Group
-
Remove User from Specified Group
-
Post to Chatter
-
Add User to Chatter Group
-
Get File Name
-
Get Email Messages
-
Search Records with SOQL
DocuSign
&
Salesforce
Automate Your Everyday Tasks
DocuSign
&
Salesforce
Let's automate our daily work by linking
Explore templates and apps to boost productivity!
Here are templates and related apps that are useful for improving work efficiency!
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.
Explore apps
templates
Add to Microsoft Excel when the agreement is completed in DocuSign.
Add to Microsoft Excel when the agreement is completed in DocuSign.
Notify on Discord when the contract is completed in DocuSign.
Notify on Discord when the contract is completed in DocuSign.
Notify Microsoft Teams when an agreement is completed in DocuSign.
Notify Microsoft Teams when an agreement is completed in DocuSign.
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.
Explore apps
templates
Add a Google Spreadsheet entry when a ToDo object is registered in Salesforce.
Add a Google Spreadsheet entry when a ToDo object is registered in Salesforce.
Add a contact to Mailchimp when the lead status in Salesforce is updated.
Add a contact to Mailchimp when the lead status in Salesforce is updated.
Add lead information registered in Salesforce to Notion.
Add lead information registered in Salesforce to Notion.
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.
Explore apps
DocuSign
templates
Add to Microsoft Excel when the agreement is completed in 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.
Add to Microsoft Excel when the agreement is completed in DocuSign.
Notify on Discord when the contract is completed in DocuSign.
This is a flow that sends a notification to Discord when a contract is completed in DocuSign. By integrating DocuSign with Discord, you can eliminate hassle and improve the overall productivity of your team.
Notify on Discord when the contract is completed in DocuSign.
Notify Microsoft Teams when an agreement is completed in DocuSign.
This is a flow that sends a notification to Microsoft Teams when a contract is completed in DocuSign. It allows for the automatic and rapid notification to the person in charge of operations, thereby improving operational efficiency.
Notify Microsoft Teams when an agreement is completed in DocuSign.
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.
Explore apps
Salesforce
templates
Add a Google Spreadsheet entry when a ToDo object is registered in Salesforce.
When a ToDo object is registered in Salesforce, it is added to the Google Spreadsheet database. This flow frees the person in charge from the redundant manual input tasks, allowing them to focus on their core duties.
Add a Google Spreadsheet entry when a ToDo object is registered in Salesforce.
Add a contact to Mailchimp when the lead status in Salesforce is updated.
This is a business workflow that automatically adds a contact to Mailchimp when the lead status is updated in Salesforce. Automating data synchronization streamlines customer management.
Add a contact to Mailchimp when the lead status in Salesforce is updated.
Add lead information registered in Salesforce to Notion.
This is a business workflow that automatically adds lead information registered in Salesforce to Notion. It reduces manual input and streamlines information sharing across the entire team.
Add lead information registered in Salesforce to Notion.
Trusted by Companies of All Types and Sizes
Many customers, regardless of industry type or size, continue to transform their operations with Yoom.
J-Stream Co., Ltd.
With Yoom, task status management became possible. Automated reminders and real-time alerts are now sent in line with deadlines, significantly reducing the burden on team members.
#
Video Production & Distribution
O: Co., Ltd.
Yoom has transformed our critical verification processes, reducing the workload by at least 50%. This has allowed us to focus on essential tasks, resulting in higher overall productivity.
#
Tool Development & Operations
OniGo Co., Ltd.
By integrating different SaaS tools through Yoom, we've automated data updates and cut our total workload by half.
#
Grocery Delivery Service
T.V.B Accounting Office
Tasks that used to take two to three days now take less than one day to complete with Yoom.
#
Accounting Firm
Coconala Co., Ltd.
Although I've never done coding, creating workflows with Yoom's no-code tools was enjoyable, almost like playing a game.
#
Skill Marketplace Management
DD Group Co., Ltd.
Since adopting Yoom, our team's capabilities have expanded, and we've received more inquiries from other departments asking, "Can we automate this too?"
#
Foodservice & Amusement Business
FreeDIVE Co., Ltd.
The time saved has given us more opportunities to plan and execute new strategies, which we see as a major benefit.
#
Mobile WiFi & Digital Solution Development
Ito Co., Ltd.
The biggest benefit has been to instantly share information digitally.
#
Ceremonial Services
BEENOS CO., LTD.
Thanks to Yoom, most of our tasks are now streamlined. Now, all we need to do is input information into the Yoom forms and upload files, and the rest of the workflow is handled automatically.
#
E-commerce
Boost Up Co., Ltd.
Digitizing manual tasks has reduced our workload significantly and made our daily operations much easier.
#
Fitness
Mikata Co., Ltd.
After searching for a service with reliable customer support, we chose Yoom.
#
Real Estate Client Follow-Up Services
FAQs
Q.
Can I use it without any coding background?
Yes, absolutely. Yoom is designed for everyone, with a simple interface.
Q.
Do you have a support structure?
Yes, we offer support. Our customer success team is available via chat and email to assist you whenever you need help.
Q.
What services can Yoom connect to?
Yoom currently connects to over 750 services, and we’re constantly adding more. Check out the full list of available services here.