How to integrate CloudSign with Microsoft Excel to update information in Microsoft Excel when a contract is completed in CloudSign

For companies that create contracts with CloudSign and manage data with Microsoft Excel, manual entry of contract information and data updates are often sources of errors and time-consuming challenges.

The solution to these issues is the integration of CloudSign and Microsoft Excel using Yoom. This allows contract completion information to be automatically reflected in Excel, reducing the risk of manual errors. It is also attractive because it can be easily implemented without complex settings or programming knowledge.

Let's proceed with the setup together, with explanations accompanied by images!

Benefits of Integrating CloudSign and Microsoft Excel

Benefit 1: Prevent Work Errors through Automated Form Management

By eliminating the need for manual entry into Excel after contract completion, the risk of human error is expected to decrease. Manual entry of important contract data is particularly prone to errors, requiring time and effort to prevent mistakes. Automation ensures accurate data is reflected in Microsoft Excel, reducing the time spent on verification tasks. For example, the risk of incorrect entry of contract amounts or signing dates is reduced, potentially enhancing business reliability.

Benefit 2: Integration and Visualization of Contract Information

Once a contract is completed with CloudSign, information is automatically added to Microsoft Excel, achieving integration and visualization of contract data. By centrally managing contract data that tends to be managed separately by different departments within a company, it maintains a state where it can always be shared company-wide.

For example, the sales department can easily grasp the contract status and immediately move to the next sales step, facilitating smooth progress of the overall process.

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How to Create a CloudSign and Microsoft Excel Integration Flow

Let's actually integrate CloudSign and Microsoft Excel with Yoom from here.
<span class="mark-yellow">This flow is about "updating Microsoft Excel information when a contract is completed with CloudSign."</span>

Integrate CloudSign and Microsoft Excel with My Apps in Yoom
Set App Trigger in CloudSign
Set Up for Data Extraction
Set Up for Record Update in Microsoft Excel

The setup is completed in four steps, including the pre-preparation My Apps integration.

Copy the template from the "Try this template" banner below.

Step 1: Integrate CloudSign and Microsoft Excel with My Apps

First, connect the apps you will use this time with Yoom.
After logging into Yoom, click "My Apps" on the left menu → "+ New Connection".

Search for CloudSign and Microsoft Excel respectively, and proceed with the input according to the displayed content.
Obtaining a client ID is necessary for integrating CloudSign, so please refer to the link below.

‍How to Register CloudSign with My Apps

Once the integration is complete, it will be displayed in the My Apps list, so please check it.

If Microsoft Excel is also displayed in the same way, the My Apps integration is complete.
Next, we will move on to setting up the flow in detail.
If you haven't copied it yet, please copy the Flow Bot 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: Set Up App Trigger with CloudSign

Click on the first flow, "When the document signing is complete".
On the first page, the account information that has completed My App integration is reflected.

The title is a template, so it can be changed to something more understandable.
Without changing the trigger action, check the account information and click "Next".

Next, set the trigger interval.

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Check the completion of document signing at the set time intervals.
Please note that depending on the plan, you may not be able to select the trigger activation interval.

After selecting the trigger activation interval, click "Test" to obtain the output.

Please ensure that the obtained output is correctly reflected as it will be used in later settings.
If there are no issues, click "Save" to complete the trigger setup.

Step 3: Set Up Text Extraction

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Next, click "Extract Data Using Regular Expressions".

This is the setting to extract the target text from the data obtained with CloudSign.
Select the output of the document title obtained in the CloudSign settings as the extraction target.

The "Specify Extraction Location with Regular Expression" field is necessary for finding each invoice data.
For example, if you are creating multiple documents in the format "Contract_CompanyName_", you will need the information after the "_ (underscore)".

Therefore, to instruct the acquisition of the string from after the "_ (underscore)" to the end of the sentence, enter the regular expression "(?<=_)(.*)".
If the format of the document title is different, please refer to the help page and enter the matching regular expression.

From the specified string to the specified string
Text within ()

It also supports expressions like the above.

After filling in the required fields, click "Test" to obtain the output.

If the output is obtained as shown in the image, click "Save" to complete the text extraction settings.

Step 4: Set Up Record Update in Microsoft Excel

The final setting is "Update Record".
On the first page, check the account information as with CloudSign.
Scroll down to see the settings screen for the database to be linked.

Specify OneDrive or Sharepoint, fill in the displayed fields, and click "Next".

Next, specify the update.

Update the location searched in ① with the value in ②.
Reflect the obtained output in the field where you want to update the information in ②.

Once all inputs are complete, click "Test" and if there are no issues, click "Save" to complete all settings.
Finally, turn on the trigger to start the flow.

Flowbot template used this time
Update Microsoft Excel information when a contract is completed with CloudSign

Other Automation Examples Using CloudSign and Microsoft Excel

There are many other examples of automation using CloudSign and Microsoft Excel in Yoom, so let me introduce them.

1. With the integration of CloudSign and Microsoft Excel, you can add information after the contract is signed.
You can add new information before updating, which reduces management effort. Additionally, it helps decrease errors from manual input.

2. By integrating CloudSign with SmartHR, it is possible to automatically register employee information after signing. Since employee information is used across departments, it is expected to enhance collaboration throughout the company.

Summary

The integration of CloudSign and Microsoft Excel significantly streamlines contract information management, reducing the risk of manual input errors and missed updates. Additionally, it becomes easier to share contract data across multiple departments, facilitating smoother overall operations.

With Yoom, you can easily implement automation without any coding, requiring no special technical knowledge. Register for Yoom for free now to achieve operational efficiency and reduce work errors.