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Yousign x Zapier: 5 ways to automate your contract management

Visuel Yousign x Zapier
Émilie Courmaceul

Émilie Courmaceul

Product Marketing Manager @Yousign

Illustration: Studio design

As companies undergo digital transformation, the number of solutions they use increases every day. And the result? Constant flipping back and forth: inbox - Slack - Google Meet - inbox again - your CRM - Dashboards - Google Sheets, etc.

🕰️  How much time do you waste switching from one solution to another, authenticating, logging in and reconciling data from one solution to another to get an overview of the signature status for your documents? You can now free yourself from these tasks with no added value by automating them with ease

I can already hear what you’re saying – “I don’t know how to code”, or “I don’t have a developer available” – but stop right there! There’s no need for major investments, an ability to code or a team of developers on call. In this article, we share the five best use cases with you… accessible immediately through the wonder of no-code. Further details on this slightly buzzword-heavy term below ⬇

When you use our Zapier connector, a few clicks are all you’ll need to automate the most time-consuming tasks and manage contracts with total peace of mind.

Sommaire

1️⃣ Track the signature of your contracts with Yousign from your CRM 🔎
2️⃣ Get a real-time alert when a contract is signed🚨
3️⃣ Create signatory contracts from your business solutions 👤
4️⃣ Centrally store and share information with other internal stakeholders 🤝
5️⃣ Automate uploads of your signed documents and audit trails ⬇️

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No-code: new opportunities

💡  Are you familiar with no-code tools? They interconnect tools and leave you free to automate your own custom workflows without having to code a single line, simply by moving blocks around!

We have connected our electronic signature solution to Zapier – the leader in no-code solutions – to make your life easier and more efficient, creating automated workflows for your contracts in just a few clicks. You’ll see: it couldn’t be simpler!

Our Yousign x Zapier connector gives you access to a library of more than 3,000 applications available via Zapier, opening up a full range of options for creating your best “Zaps” (the name for links between Yousign and another solution via Zapier), tailored to your needs.

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1️⃣ Track the signature of your contracts with Yousign from your CRM

Sales teams are among a company’s biggest users of solutions, but their key tool is of course their CRM, enabling them to closely monitor actions in progress and lead conversion. However, conversion is an event that relies on the signature of a contract, which happens in Yousign.

Using our connector, it’s possible to centrally monitor signatures of your contracts with Yousign in real time, directly in your CRM. ✨

The new workflow

The signature status of your contract is automatically updated in your CRM. Our video below shows you a practical example of this.

2 good reasons to link Yousign to your CRM

  • Speed: Become more responsive to your business opportunities and shorten your sales cycles.
  • Scalability: Give your company a boost and increase the number of business opportunities, without overloading your sales teams with new tasks that add no value.

Here’s a non-exhaustive list of the 5 most commonly-used CRMs in Zapier, which you can easily link to Yousign:


2️⃣ Get a real-time alert when a contract is signed 🚨

How do you track the progress of signatures for an urgent contract? Manually, using multiple Yousign connections? Daily, in the hope that the status will eventually change?

With our connector, you’ll get real-time notifications of key events involving your contracts (change of status, signature) without having to log in to your Yousign application ✨

The new workflow

2 good reasons to connect Yousign to your communication solutions

  • Responsiveness: React in real time to events involving the electronic signature of your contracts, without losing time on your projects.
  • Collaboration: Take action faster by sharing your team-level notifications with other key stakeholders.

Here’s a non-exhaustive list of the 5 communication tools most commonly used in Zaps to create notifications, which you can easily link to Yousign:

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3️⃣ Create signatory contracts from your business solutions

When sending a new contact an invitation to sign, you used to have to manually re-enter all their information from your business solutions (CRM, HRIS, ERP, etc.) in your Yousign application… but those days are over!

With our connector, your contacts in yourbusiness solutions and their information are automatically added to Yousign to facilitate the creation of your invitations to sign ✨

The new workflow

A new contact is added in your CRM, and is also automatically created in your Yousign application; you don’t even need to click. When you want to create an invitation to sign so you can send them their document for signature, simply select the contact from your contact list. You can find out more below.

2 good reasons to connect Yousign to your business solutions

  • Peace of mind: Eliminate the risk of errors created by manually copying information for your contacts from one solution to another. Was it Michel? Mickael? Mikael? Those questions are a thing of the past.

Efficiency: No more need for copying and pasting and constant return trips between your business solutions and Yousign to send an invitation to sign. Send it quickly and easily, without wasting time!

4️⃣ Centrally store and share information with other internal stakeholders

Do you manage large projects that require the signature and approval of a number of stakeholders? As a project manager, do you need to take a step back in order to gain an overview of progress in your work?

Our connector lets you centrally store tracking data for your signatures in your project management tools and easily share key signature-related information with other teams ✨

The new workflow

Every time a new key event for the signature of your documents occurs, the information is passed on to your project monitoring tools, giving you a full overview and tracking. Your dashboards are automatically sent the Yousign data, and you can easily share them with other stakeholders.

2 good reasons to connect Yousign to your productivity solutions

  • Collaboration: Speed up your projects by making it easier to hand over to the teams involved in the business processes associated with electronic signature
  • Precision: Create clear and precise tracking KPIs for your projects, and deliver faster.

Here’s a non-exhaustive list of the 5 productivity solutions most commonly used in Zaps to track your projects which you can easily link to Yousign:

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5️⃣ Automate uploads of your signed documents and audit trails ⬇️

⏰ How much time would you save if you could automatically archive your signed documents? ****5 minutes x 30 contracts makes 2.5 hours per month that you could be spending on tasks with higher added value for your business…

With our connector, it only takes a few seconds to connect Yousign to your drive (Google Drive, OneDrive, Dropbox, etc.) and automate the storage of your documents. ✨

The new workflow

Every time your documents are signed, they’ll be automatically archived to the location of your choice! You can also choose to automate the uploading and archiving of audit trails that provide evidence of your signatures’ authenticity. Watch our video to see the workflow in action.

2 good reasons to connect Yousign to your archiving solutions

  • Security: All your signed documents and audit trails are easily backed up to a secure location of your choice.
  • Efficiency: Save time when searching later for your signed documents

Here’s a non-exhaustive list of the 5 document archiving solutions most commonly used in Zaps to track your projects which you can easily link to Yousign:

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 The icing on the cake: a few extra tips:

  •  To make automation even easier, we’ve created templates that let you connect Yousign to your favourite applications.
  •   Feel free to combine all these use cases, letting you create and infinitely customise your workflows and going even further by combining several solutions into one Zap. For example, why not receive a notification when a contract is signed and automatically update its status in your CRM? Or track downloads of your signed documents and audit trails from a Notion database so that they’re even easier to find?

Over to you!

Wanna know more about e-signature? Try it out with Yousign for free for 14 days