How to integrate Airtable with CloudSign to automatically send contracts via CloudSign from Airtable

Step 1: Register Airtable and CloudSign in My Apps

First, let's register Airtable and CloudSign in Yoom's My Apps.

1. How to register Airtable

Click "My Apps" in the left column and search for Airtable from "New Connection".

Select the relevant workspace from "Add Space" and click "Allow Access".

2. How to register CloudSign
Next, search for CloudSign from "New Connection".

Refer to the method for registering CloudSign in My Apps, enter the account name and client ID, and click "Add".

This completes the registration of Airtable and CloudSign in My Apps!

Next, copy the template to My Project and create a Flowbot.
If you haven't copied it yet, please copy the Flowbot template from below.

1. Hover over the banner and click "View Details"
2. Click "Try this Template" on the redirected page
3. Register for Yoom
* If you have already registered, the login screen will be displayed, so please log in.

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Step 2: Setting up the Chrome Extension Trigger to Launch from the Airtable Record Detail Page

First, select "Launch from Record Detail Page".

Please install the Chrome extension from here.
For detailed instructions on how to set up the Chrome extension, please see here.

The above items are already set, so proceed to the next page as is.

Enter the Base ID, Table ID, and sample URL of the launch page according to the annotations outside the frame.
Conduct a test, and if the output is correctly obtained, click "Save".

Step 3: Issue a Document in Google Docs

Next, select "Issue Document".

The Document File ID and the Google Drive Folder ID where it will be stored can be set arbitrarily from the options.

The output file is set as shown above.
Explanation: By setting it as above, you can automatically obtain and reflect the "Company Name" on Airtable where the Chrome extension was set earlier.

Once the setup is complete, click "Next" to proceed.

The next page is also set as above.
The date is set to be automatically obtained as today's date.

If you want to obtain a different date, such as yesterday or the next day, please select from "Date".

Step 4: Create a Document in CloudSign

Next, select "Create Document".

This page is already set, so proceed to the next page as is.

The company name in the document title is set to automatically obtain and reflect the "Company Name" on Airtable as before.
Other items can be set arbitrarily.

Once all settings are complete, click Test.
If the output is correctly obtained, click "Save".

Step 5: Attach a File to the Document in CloudSign

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Next, select "Attach File to Document".

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This page is already set, so proceed to the next page as is.

The Document ID is set to automatically obtain and reflect the "Document ID" on CloudSign.
For file attachment, confirm that "Use Output" and "Issued Document" are selected, and conduct a test.

If the test is successful, click "Save".

Step 6: Add a Recipient in CloudSign

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Next, select "Add Recipient".

This page is already set, so proceed to the next page as is.

The Document ID is set to be automatically obtained from CloudSign.
The email address, recipient's name, and recipient's company name are set to be automatically obtained from Airtable.
Access code and language settings can be set arbitrarily.

Once all settings are complete, conduct a test and save.

Step 7: Send and Remind the Document in CloudSign

Finally, select "Send and Remind Document".

This page is already set, so proceed to the next page as is.

As shown in the image above, the Document ID is set to automatically obtain and reflect the "Document ID" on CloudSign.

Conduct a test as is, and if successful, save.

This completes all the settings for Flowbot!
Once the above screen is displayed, turn "Trigger ON" to activate Flowbot.

The Flowbot template used this time
Send Contracts from Airtable via CloudSign

Specific Use Cases for This Flow

1. Contract Creation and Automatic Sending for Sales Teams

When the sales team enters into a contract with a new client, this flow can be utilized to retrieve customer information stored in Airtable and automatically generate and send contracts via CloudSign.
This allows sales representatives to reduce the time spent on creating and sending contracts, enabling smoother contract processes and potentially improving the closing rate.

2. Employment Contract Management for HR Departments

By using this flow in the HR department, new employee information can be managed in Airtable, and employment contracts can be automatically created and sent via CloudSign based on that information.
This ensures accurate completion of employment contract creation and sending, enhancing the transparency and efficiency of the hiring process.

3. Freelance Contract Management

This flow allows for the automation of the process of creating and sending freelance service contracts.
Freelance contract details can be managed in Airtable, and that information can be used to create and send contracts via CloudSign.
This enables quick completion of contract agreements with freelancers, reducing the time until work commencement.

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Other Automation Examples Using Airtable and CloudSign

In addition to the flow bot introduced this time, there are other automation examples using Airtable and CloudSign.
Here, we will introduce three recommended flow bots!

1. A flow that automatically registers schedules in Google Calendar based on information registered in Airtable.
By eliminating manual input and automatically creating schedules, it is possible to reduce the occurrence of human errors.

2. This is a flow where Salesforce information is automatically updated once the contract is completed with CloudSign.
Since you can add data by quoting information, it eliminates the hassle of manual entry and prevents human errors such as input mistakes and omissions.

3. This is a flow where if a document is canceled or rejected in CloudSign, a message is automatically sent to Slack based on the contents of CloudSign.
By automating the notification process to the chat, it is expected to improve the accuracy of task management.

Summary

In this article, we introduced how to integrate Airtable with CloudSign to automatically create and send contracts by reflecting Airtable information in CloudSign. How did you find it?
By utilizing this method, you can automate the creation and sending of contracts, allowing you to spend more time on other tasks, which is expected to improve the overall efficiency of your team.
Additionally, by using information quoted from Airtable to create contracts, it is possible to prevent human errors from occurring.
If you're aiming to streamline your operations, let's integrate various apps with Yoom and automate your tasks!
Feel free to try out any flow that interests you from this Flowbot Template List.