How to integrate CloudSign with Salesforce to automatically update Salesforce information when a contract is completed in CloudSign

The process consists of only 4 steps, so it can be set up in 10-15 minutes.

1. Register CloudSign and Salesforce as My Apps
2. Set a trigger to activate when the document signing is completed in CloudSign
3. Set an action to update records in Salesforce
4. Verify the automation between CloudSign and Salesforce

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Step 1: Register CloudSign and Salesforce as My Apps

Register CloudSign and Salesforce as My Apps to connect them to Yoom.
Completing the My Apps registration first will make the automation setup smoother.

First, register CloudSign as My App.
It is described on the Yoom Help Page, so please refer to it for registration.

Next, register Salesforce as My App.
*Salesforce is an app available only on the Team Plan and Success Plan.
For Free Plan and Mini Plan, there is a possibility of errors occurring in the operations or data connections set in Flowbot, so please be careful.
Paid plans offer a 2-week free trial.
During the free trial, you can use apps that are subject to restrictions, so please give it a try.
This is also described on the Help Page, so please refer to it for registration.

Once the My Apps registration for both CloudSign and Salesforce is completed, they will be displayed.

Step 2: Set a trigger to activate when the document signing is completed in CloudSign

To set up automation, please click "Try it" on the banner below.

Check the screen display below and click "OK".

When the following screen is displayed, check the "Title" and "Description".
If you want to make changes, click on the relevant section to modify it.
To set up CloudSign initially, click "When the document signing is complete".

The following screen will be displayed, so please check the settings.

• "Title" → Can be changed as needed
• "Account information linked with CloudSign" → Check if the account is correct
• "Trigger action" → When the document signing is complete
  

When the following screen is displayed, set the "Trigger interval" to 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
Please note that the trigger interval varies depending on the plan.
Once the setup is complete, click "Test" → "Test successful" → "Save".

Step 3: Set up the action to update records in Salesforce

Next, to set up Salesforce, click "Update records".
The following screen will be displayed, so please check the settings.

• "Title" → Can be changed as needed
• "Account information linked with Salesforce" → Check if the account is correct
• "Execution action" → Update records
  

Scroll down, check the description, and set up "Database integration".

When the following screen is displayed, set the "Conditions for the record you want to update".
Here, use a unique value to search for the target record.
By clicking the arrow in the red frame, you can use the CloudSign output.
This time, we set it as follows. *Assuming that the contract ID in Salesforce and the document ID in CloudSign are held in the same state.

Scroll down to see the item names displayed as follows, and set the "Value of the record after update".
For the item you want to update, set the CloudSign output as before.
Once the setup is complete, click "Test" → "Test successful" → "Save".

Step 4: Verify the automation between CloudSign and Salesforce

Finally, click "Turn on trigger" to complete the automation setup.
Check if the flow bot starts up correctly.

Flow bot template used this time
Update Salesforce information when a contract is completed in CloudSign

Other Examples of Automation Using CloudSign and Salesforce

1. This is a flow where the opportunity stage in Salesforce is automatically updated once the document signing is completed in CloudSign.
With the automatic update of the opportunity stage, there is no need to manually update it.
Data is updated quickly, making it easier to understand the contract status.

2. This is a flow where a contract is automatically sent via CloudSign when the Salesforce opportunity stage reaches a specified phase.
‍When it reaches the specified phase, the process from creating to sending the contract is automated, significantly reducing time.
It prevents human errors and allows for contract creation based on accurate data.

3. Once a contract is concluded with CloudSign, this flow automatically updates the status in kintone by reading the content with AI.
By automatically reading the content with AI, manual work is reduced.
You can check the updated contract information in kintone, eliminating the need to access CloudSign.

Summary

With the integration of CloudSign and Salesforce, data updates after contract completion are automated, which is expected to improve operational efficiency.
This reduces manual work and decreases errors, allowing staff to focus on core tasks.
Additionally, by understanding the progress of contracts, subsequent tasks can be expedited.
Let's aim to optimize operations by implementing this automation.

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