How to integrate CloudSign with Slack to receive notifications in Slack when a document is completed in CloudSign

Benefits of Integrating CloudSign with Slack

How do you conclude contracts? In recent years, electronic contracts have become more common, haven't they? However, since you don't receive them in paper form, depending on the timing of receipt, they might be left unattended, forgotten, or subsequent tasks may not proceed smoothly... Have you experienced such issues? Therefore, this time, we aim to streamline electronic contract management by integrating the messaging tool many of you use with an electronic contract service! We will actually integrate Slack with CloudSign, so please take a look!

So, what are the specific benefits of integrating these two apps?

‍Benefit 1: Automation of Contract Notifications

‍There is a significant benefit of automating contract notifications. The progress of contracts is automatically reflected in the designated Slack channel and notified to the relevant personnel. Automation eliminates notification omissions or delays due to human flow, allowing the entire contract process to proceed more smoothly. For example, in cases like onboarding procedures where multiple subsequent steps are pending, the relevant personnel can immediately check the timing of contract conclusion, enabling smooth preparation for the next steps.

‍Benefit 2: Smooth Information Sharing Among Teams

‍The entire team can check the progress of CloudSign in the same Slack channel, making information sharing smooth. It eliminates the hassle of notifying individuals separately and prevents human errors where someone might not have been informed. If there are points for improvement regarding the information shared on Slack about CloudSign, you can discuss them directly within the channel without switching to another application.

‍Benefit 3: Transparency and Tracking of Document Management

‍By sharing information on Slack, you can easily track who signed which document and what changes were made. This enhances the transparency of document management and prevents fraud or misunderstandings. Especially in contract or document management processes involving multiple members, it becomes easier to grasp who has progressed to what extent, improving operational efficiency.

What is Yoom?

‍The app integration is done using Yoom, which allows for no-code app integration. In general app integrations, programming knowledge may be required, but Yoom offers a service that allows app integration without specialized knowledge! Additionally, Yoom has a wealth of existing templates! Even beginners can easily start by copying these templates to create flows!
Flowbot Templates｜Yoom

You can start for free, so if you don't have a Yoom account, please obtain one!
Yoom Account Issuance Page
Refer to this for basic operations of Yoom.
Getting Started with Yoom

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How to Create a CloudSign and Slack Integration Flow

This time, we will first create a flow of [Notify Slack when document signing is completed in CloudSign]. When document signing is completed in CloudSign, it notifies the specified Slack channel. You don't have to manually inform the person in charge about the concluded contract, preventing duplicate or missed notifications. Let's automate these tedious tasks! With Yoom, you don't need to build from scratch if you copy the template, so you can easily create a flow. Start by copying the template and then begin the integration settings.

Preparation

Once you can log in to your Yoom account, the first step is to register the app you will use.
1. Click "Register My App" and select "Create New".
2. Select the app you want to register (in this case, CloudSign and Slack) and log in with the account you will use.

Once you have registered CloudSign, click "Create New" again to register Slack.
Refer to this for CloudSign app integration.
How to Register My App for CloudSign | Yoom Help Center (intercom.help)
Refer to this for Slack app integration.
How to Register My App for Slack | Yoom Help Center (intercom.help)
3. Once registered, an icon will appear in My Apps.
Check to see if the icons for CloudSign and Slack are displayed.

Let's get started with the steps to create a specific flow!
1. Open the copied template from My Projects.
2. Click "Edit" in the upper right corner.
The title is filled in to make the flow content easy to understand.
Details can also be changed. Please modify it to make it easier to use.

3. Click "App Trigger: When document signing is completed in CloudSign".

4. Select the trigger action "When document signing is completed" and click "Next".

5. Select the trigger interval and click "Test". If the test is successful, click "Save".

6. Return to the flow and click the "Integrate with App: Notify on Slack" icon.

7. Select the action "Send a message to a channel" and click "Next".

8. Enter the channel ID and message for the destination.
Beforehand, please add Yoom in the "Integration" section of the relevant channel to get the channel ID.
(The channel ID will be something like "C02U49NMLQ4")
You can use the output information from CloudSign that was linked earlier for the message, so select from the output while entering.
Click "Test", and if the test is successful, click "Save".

This completes the flow 【Notify on Slack when document signing is completed in CloudSign】.

9. Finally, switch the trigger to "ON" to activate it.

Advanced Application of CloudSign and Slack Integration Flow

In addition to the flows introduced so far, you can create various flows tailored to your business needs!
For example, while the previous example was a notification upon completion, you can also create a flow such as [Send a message on Slack when a document is canceled or rejected in CloudSign].
You can automatically send chat notifications triggered by documents meeting certain conditions, improving the accuracy of task management.
This flow is highly recommended for those who need to manage and process forms from client companies.

You can also create complex workflows such as [Automatically update kintone status and notify Slack by reading contract details with AI operations once a contract is signed with CloudSign].
When a new contract is signed with CloudSign, you can use AI operations to read the contract details, automatically update the relevant status in kintone, and notify Slack of the completed tasks.
You can automatically transfer and accumulate information without accessing CloudSign or database tools like kintone.
The contract details reading and Slack notification content can be modified, so please customize them according to your business flow!

※ The operation between "branching" operations is an app available only in the Mini Plan, Team Plan, and Success Plan. Please note that in the Free Plan, the operations and data connections set in the flow bot will result in errors.
※ Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.

Yoom has many apps that can be integrated!
Refer to the templates and try integrating with various apps that suit your business!

Summary

By integrating CloudSign with Slack, contract notifications are automated, making information sharing across the team smoother!
Additionally, automation eliminates issues caused by human processes, such as duplication and omissions.
This enables speedy business operations and enhances the accuracy of tasks!
By using the templates introduced in the advanced section, you can achieve more sophisticated automation flows, further improving the efficiency of various tasks.
With Yoom, you can easily integrate apps without any coding, so you can start easily without technical concerns.

We encourage everyone to take this opportunity to try integrating CloudSign with Slack.