ElectroNeek Bot Library

Docusign

Case for Automation

Case for Automation

DocuSign is a document processing tool that allows users to sign digital documents and forms electronically.

Although DocuSign accelerates business transactions, employees must still execute multiple manual labor–intensive tasks related to these transactions, such as closing deals in CRM, sending reminders, and creating reports.

Bot Activities
  • Emails stakeholders upon completion of DocuSign envelopes
  • Sends Slack messages upon signing of DocuSign envelopes
  • Uploads signed DocuSign documents to relevant desktop folders
  • Creates or updates accounts in CRM upon signing of DocuSign documents
  • Creates tasks in CRM upon signing of DocuSign documents
  • Adds rows and columns in Excel upon signing or completion of DocuSign documents
  • Adds contacts from DocuSign documents to mail service subscribers list
  • Creates or updates HubSpot contacts for newly sent or completed DocuSign documents
  • Creates contact details in accounting software from newly signed DocuSign documents 
  • Generates report on documents completed or signed in DocuSign 
Automated software

Hubspot

MS Excel

Sage

Salesforce

🚀 Author
  • Electroneek
📒 Bot Category
  • Software Automation
💡 Tags
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