How to integrate CloudSign with Chatwork to receive notifications in Chatwork when document signing is completed
How to Integrate Applications
・
2024/12/17
How to integrate CloudSign with Chatwork to receive notifications in Chatwork when document signing is completed
k.hieda
"Is it a hassle to check if the contract is completed every time?" "Do you sometimes forget to inform the person in charge?" "Are there times when tasks are overlooked, causing delays?" Have you ever felt these concerns? With CloudSign, contract work can be completed online, and by integrating with Chatwork, notifications of contract completion can be immediately shared, allowing you to move on to the next action. Manual checks and communications become unnecessary, making post-contract work proceed more smoothly. This article explains how to set up a flow bot that can be created without programming and the specific benefits. Please read to the end.
Recommended for
This flow bot is especially recommended for those who have the following concerns.
Worried about omissions in manual communication and task management after contract completion
Want to streamline the flow of work by reducing the time it takes to share information with the person in charge or related departments
Want to streamline post-contract procedures (such as invoice issuance and verification) to reduce the burden
Want to use chat tools to quickly proceed with contract-related actions
Interested in automation but find programming a hurdle
Benefits and Specific Use Cases of Notifying Chatwork When Document Signing is Completed with CloudSign
We explain methods to automate contract work and reduce effort for sales managers and accounting/legal personnel.
1. Quickly Check Contract Progress
By linking CloudSign with Chatwork, notifications are sent immediately upon contract signing, allowing for quick progress checks. The reduced effort in verification work and prevention of task omissions are major benefits. For example, a sales manager can see the Chatwork notification, understand the contract completion, and instruct the person in charge on the next actions such as "requesting invoice issuance" or "contacting the client." This ensures smooth post-contract procedures and uninterrupted workflow management.
2. Automate Centralized Management to Prevent Task Omissions
When a contract is signed, the completion notification is sent to Chatwork, allowing all stakeholders to be immediately informed of post-contract tasks. Using Chatwork's task management feature, tasks such as "invoice issuance" or "payment confirmation" can be created based on the notification content and assigned to the person in charge. The prevention of task omissions is a significant benefit. For instance, the accounting personnel can understand contract completion through Chatwork notifications and directly add "invoice issuance" as a task to share with the person in charge. Moreover, they can proceed by checking the progress of tasks like "payment confirmation" or "payment management," preventing errors such as missed invoices or delayed responses, and ensuring smooth task execution.
3. Seamlessly Share Contract Information with Related Departments
By sending contract completion notifications from CloudSign to a Chatwork group chat, information is shared timely with all stakeholders. This minimizes the risk of work delays. For example, upon receiving the notification, the legal personnel can promptly proceed with contract content verification and storage tasks. The same information reaches the accounting department, accelerating invoice issuance preparation and smoothing payment schedule adjustments. This ensures the post-contract flow progresses without interruption, reducing the effort of rework and verification tasks between departments.
From here, we will explain the steps to build a flow to notify Chatwork by quoting the content when a contract is signed with CloudSign, without programming.
[About Yoom]
How to Notify Chatwork When Document Signing is Completed with CloudSign
It is possible to achieve this by receiving the contract signing completion from CloudSign using CloudSign's API and connecting with a room in Chatwork using Chatwork's API. Generally, programming knowledge is required to achieve this, but using the no-code tool Yoom, it can be easily achieved without programming knowledge.
Integration Process
Register your app with Yoom (CloudSign and Chatwork)
Copy the template
Set up app triggers and integrate apps
Turn on the trigger button and start integration
* A paid plan offers a 2-week free trial. During this period, you can use apps with usage restrictions on the free plan and AI features (operations).
Things to prepare in advance
CloudSign
Login information (used for CloudSign operations)
Client ID
Please refer to the help page for the acquisition method.
Register the app information to be integrated with Yoom. Log in to the Yoom workspace and click + New Connection on the MyApp screen.
A list of apps that can be connected with Yoom and a search window will be displayed. Search for the app from the search window and proceed with MyApp registration.
CloudSign
Search for "CloudSign" and click on the app name that appears. This screen will be displayed.
Once the required fields are completed, click the add button. This completes the CloudSign MyApp registration.
Chatwork
Select Chatwork from the search results. The login screen will be displayed.
After entering the email address and password of the account to be integrated, please allow access from Yoom.
This completes the Chatwork MyApp registration.
Step 2: Copy the Yoom Flowbot template to My Project
Click this banner.
The template will be copied to My Project. You can access My Project from the left menu bar.
Step 3: App Trigger "When document signing is completed in CloudSign"
Click on the first step of the template.
Here, you will set up to retrieve information signed in CloudSign.
(1/2) Select Integration Account and Action
This item is already preset.
App Trigger Title
App
Account information integrated with CloudSign
Trigger Action
→ Click Next.
(2/2) API Detailed Settings for App Trigger
Trigger Activation Interval
Set the activation interval for the flow bot.
You can choose from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. *The shortest activation interval varies depending on your plan.
→ Click Test. → Success. The sheet's item names and test values have been retrieved.
→ Click Save.
Step 4: Integrate with App "Notify in Chatwork"
Click on the second step of the template.
Here, you will set up to create tasks in Chatwork.
(1/2) Select Integration Account and Action
This is already preset.
App Trigger Title
App
Account information integrated with Chatwork
Trigger Action
→ Click Next.
(2/2) API Connection Settings
Room ID
Click the edit field to display room candidates. Selecting a room for notification will quote its ID. Alternatively, you can obtain the ID by checking the room settings in Chatwork. Help: How to check Chatwork Room ID
Message Content
Create a template message for notification.
Click the edit field to display outputs added in the previous operation. Selecting them allows you to embed the quote code in the template message. Entering the item name before the quote code makes it easier for team members to recognize when displayed.
→ Click Test. → Success
→ Click Save. This completes the current step.
Step 5: Turn ON the App Trigger
Once all steps are set, a completion screen will be displayed.
Turn ON the Trigger to activate the flow bot. You can switch it with the toggle at the top left of the template.
<span class="mark-yellow">The flow bot setup is complete without programming.</span> The template used this time is here.
Expand Further! 3 Automations Achieved by Integrating CloudSign with Other Apps
CloudSign allows for various API integrations.
1. Automatically Create and Send Contracts Using Information from Google Forms
This is an automation flow that creates contracts based on information submitted through Google Forms and sends them via CloudSign. It reduces the effort of contract creation and enhances operational efficiency.
2. Automatically Send Contracts from Notion Information
This is a flow where contracts are automatically created and sent using CloudSign based on the information registered in Notion. It prevents input errors and improves work efficiency and information sharing.
3. Automatically Update Spreadsheet After Contract Completion
Once a contract is completed with CloudSign, the Google Spreadsheet is automatically updated. This eliminates manual input and allows for sharing of the most up-to-date information at all times.
Summary
By implementing the flowbot introduced this time, you can easily achieve integration between CloudSign and Chatwork, reducing the hassle of contract-related tasks. Receiving notifications prevents task omissions and allows for smooth post-contract procedures. The setup can be done without any coding, making it reassuring even for first-time automation. It is expected to prevent notifications and task omissions, contributing to reducing the workload of the entire team. Try this flowbot and make your daily operations smarter.
Well, see you again!
The person who wrote this article
k.hieda
10 years as a web planner and director. When I worked for a web production company, my main focus was on proposing modifications and operation plans to clients and proceeding with production. I'm currently a parallel worker. We produce blogs in Yoom's content division, and receive external public relations projects for companies in our individual business. Since we are starting a private lodging, we aim to thoroughly improve the efficiency of routine work!
Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated. With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.
Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.
Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.
.avif)
.avif)
.avif)
