Automate your workflow with Clicksign & Yoom

Yoom can integrate with Clicksign using no-code, allowing you to automate the creation and sending of contracts and manage signature statuses via API. For example, you can create contracts using information from CRMs like Salesforce or HubSpot and automatically send them through Clicksign. Additionally, you can detect when a contract is signed in Clicksign and automatically update information in CRMs or Google Sheets.
Clicksign

No-Code API Actions

Automation operations
  • Create Signer
  • Get Signer
  • List Signers
  • Delete Signer
  • Notify Signer
  • Create Document from Upload
  • Get Document
  • Delete Document
  • Create Document from Template
  • Create Envelope
  • Qualify Signer
  • Authentication Signer
  • Envelope Activation
Automation triggers
  • Document Signed
  • Manually Closed
  • Auto Closed
  • Reached Deadline
  • Document Closed
  • Document Canceled