Use Cases
- Automate contract approval processes for faster turnaround times
- Integrate document management systems with electronic signature platforms
- Enhance compliance and tracking of contract approvals
How It Works
Trigger the workflow via a webhook when a contract document is received Fetch the contract document from the specified URL Send the contract document to DocuSign for approval and signature Notify relevant teams via Slack in case of errors during the process
Setup Steps
- 1Import the workflow template into your n8n instance
- 2Configure the webhook URL and method to receive contract documents
- 3Set the correct URL for fetching the contract document
- 4Update the DocuSign endpoint with your account details
- 5Test the workflow to ensure all connections are functioning correctly
Apps Used
DocuSign
Slack
Categories
Target Roles
Tags
#approval workflows
#document automation
#workflow management