How to integrate CloudSign with Discord to automatically send a message to Discord when a contract is completed in CloudSign.

Step 1: CloudSign and Discord My App Integration

1. How to Register CloudSign

After clicking "My Apps," search for CloudSign from "New Connection."

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‍Enter the account name and client ID on the CloudSign new registration screen, and click "Add."
※ For details on how to register CloudSign My Apps, please check this page.

This completes the CloudSign integration.

2. How to Register Discord
Next, select Discord from "New Connection."

Enter the account name and access token on the Discord new registration screen, and click "Add."
※ For details on how to register Discord My Apps, please check the help page here.

This concludes the registration of CloudSign and Discord My Apps.
Click "Try it" on the banner below to create a flow.

Step 2: Setting up a Trigger to Activate When a New Document is Completed in CloudSign

First, select the item "When the document is completed".

The title can be changed.
Select "When the document is completed" as the trigger action and proceed to the next page.

Select the trigger activation interval as desired.
Note: The shortest activation interval varies depending on the plan.

Please complete the signing of a test document in CloudSign.

Click "Test" to display the information of the document you registered earlier in the output. Once confirmed, save the settings.

Step 3: Retrieve the Name of the Contracting Party in CloudSign

Next, let's set up the item "Retrieve the name of the contracting party".

The title can be changed.
Select "Retrieve document information" as the action and proceed to the next page.

Set the "Document ID" as shown in the screen above.
Explanation: By setting it this way, you can automatically retrieve the "Document ID" of a document once it is completed in CloudSign.

Click "Test" and once you confirm that the output is correctly retrieved, save the settings.

Step 4: Send a Message to Discord

Next, set up the item "Send a message to a text channel".

The title can be changed.
Select "Send a message" as the action and proceed to the next page.

Set the Channel ID with reference to the annotation outside the frame.

The message content can be set freely.
In this case, it is set to automatically retrieve the contracting party from the signed document in CloudSign.
If there are other items you want to retrieve automatically, set them as shown in the screen above.

Click "Test" and if the test message is sent correctly to Discord, save the settings.
Also, please check if the output in the message is correctly reflected.

Step 5: Turn ON the Trigger

Once all steps are set, the screen above will be displayed. Turn "Trigger ON" to activate the flow bot.
This completes the flow of "Send a message to Discord when a document is completed in CloudSign".

Introduction to Other Examples of Automation Using Discord

1. This is a flow that automatically notifies Discord when a file is uploaded to Google Drive.
By utilizing this flow, you can prevent human errors such as sending messages incorrectly, thereby facilitating smooth information sharing.
Additionally, it eliminates the hassle of sending notifications manually, which can improve work efficiency.

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2. This is a flow that automatically notifies Discord when a row is added to a Google Spreadsheet.
By utilizing this flow, you can quickly identify who added what information, thereby improving the transparency of the recorded information.‍

3. This flow transcribes audio from meeting data uploaded to the input form and automatically notifies Discord.
By utilizing this flow, you can reduce the effort of transcription and notification, allowing for quick sharing of meeting information, which enables rapid review of meeting content and improves work efficiency.

Summary

In this article, we introduced a method to automatically notify Discord with a message when a contract is completed in CloudSign by integrating CloudSign with Discord. How did you find it?
By implementing this automation, you can expect to improve work efficiency as it enables quick notification of contract completions.
Additionally, the ability to quickly convey information can strengthen team collaboration, potentially smoothing the progress of the entire project.
By using Yoom, which we introduced in this article, anyone can easily create a flow bot for app integration without needing complex programming knowledge.
There are many flow bots that can be created even with the free plan, so please give it a try and make it useful for your work!