How to integrate Google Forms with CloudSign to create and send contracts using information submitted through Google Forms

Step 1: Connect Google Forms and CloudSign with My Apps

First, let's connect Yoom with the app.

1. Register Google Forms with My Apps

After logging into Yoom, select My Apps and click on New Connection.
Then, select Google Forms.

Click on "Sign in with Google".

Select the account you want to connect with.

Click on "Next".

Click on "Continue".

You have now registered Google Forms with My Apps.

2. Register CloudSign with My Apps

Similarly, click on My Apps on the left side of Yoom's workspace, then New Connection, and select CloudSign.

Enter the account name and client ID.
For detailed instructions on registering CloudSign with My Apps, please check here.

3. Register Google Docs with My Apps

Since we will use Google Docs to issue documents, let's also register Google Docs with My Apps.
Similarly, click on My Apps, then New Connection, and select Google Docs.
Next, click on "Sign in with Google".

Select the account you want to connect with.

Click on "Next".

Click on "Continue".

You have now registered Google Docs with My Apps.

Step 2: Copy the Template

Next, let's copy the template you will use.
Click on the banner below.

Click to move to Yoom's template site.
Click "Try this template" on that screen.

Then, the screen will switch to Yoom's workspace, and it will display that it has been copied, so click "OK".
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Now you have copied the template.

Step 3: Set Google Form Trigger

Let's proceed to the Flowbot settings.
Click on the "When a response is submitted to the form" of the template you just copied.

1. Select Linked Account and Action

The title is already entered but can be changed.
Check the account information linked with Google Forms.
Select the trigger action as "When a response is submitted to the form".
Once set, click Next.

2. Set API Connection for App Trigger

Set the trigger activation interval.
The shortest activation interval varies depending on the subscription plan.
Enter the Form ID.
Once set, click Test.

If the test is successful and the Google Form output is obtained, save it.

Step 4: Set Google Docs Action

Next, click "Issue Document".

1. Document Integration

The title can be changed.
Check the account information linked with Google Docs.
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Enter the document file ID, the folder ID in Google Drive where it will be stored, and the output file ID.
Once everything is entered, click Next.

2. Set Replacement Conditions

Select from the Google Form output for the replacement string.
After entering, click Test.

If the test is successful and the output is obtained, save it.

Step 5: Set CloudSign Action ①

Next, click "Create Document".

1. Select Linked Account and Action

The title can be changed.
Check the account information linked with CloudSign.
Select the action as "Create Document".
Once everything is done, click Next.

2. API Connection Settings

Enter the document title.
Set other items you want to enter.
Once set, click Test.

If the test is successful and the output is obtained, save it.

Step 6: Set CloudSign Action ②

The title can be changed.
Check the account information linked with CloudSign.
Select the action as "Attach File to Document".
Once set, click Next.

2. API Connection Settings

For the document ID, select "Document ID" from the document creation output.

For the file attachment method, select "Use Output" and "Issued Document".
Once set, click Test.

If the test is successful and the output is obtained, save it.

Step 7: Set CloudSign Action ③

Next, click "Add Recipient".

1. Select Linked Account and Action

The title can be changed.
Check the account information linked with CloudSign.
Select the action as "Add Recipient".
Once set, click Next.

2. API Connection Settings

Select the document ID from the document creation output.

Select the email address and recipient name from the Google Form output.
Once set, click Test.

If the test is successful and the output is obtained, save it.

Step 8: Set CloudSign Action ④

This is the final step!
Click "Send Document / Remind".

1. Select Linked Account and Action

The title can be changed.
Check the account information linked with CloudSign.
Select the action as "Send Document / Remind".
Once set, click Next.

2. API Connection Settings

Select "Document ID" from the document creation output.
Once set, click Test.
If the test is successful, save it.

After saving, it will display that all settings are complete, so click "Turn on Trigger".

This completes the creation of the Flowbot!

Other Automation Examples Using CloudSign

Yoom offers a variety of templates.
This time, we will introduce three templates that utilize CloudSign.

1. A template that updates information in Google Sheets once a contract is completed with CloudSign.‍

You can automatically transfer information from CloudSign to Google Sheets.
This reduces the burden of administrative tasks, potentially improving work efficiency.
Additionally, it seems possible to prevent human errors that often occur manually.

2. This is a template for creating a document in CloudSign and sending an email when the status is updated in kintone.

Based on the status change in kintone, you can automatically create and send contracts using CloudSign.
Manually, it may take time to create, and there might be errors or omissions.
By utilizing this template, you can automate the creation process and reduce human errors.

3. This is a template for notifying Slack when the document signing is completed with CloudSign.

By notifying your regularly used Slack, you are less likely to miss information about contract signings.
Additionally, you can check the status of the contract signing without opening CloudSign, saving you effort.
This will shorten the time spent on confirmation tasks and lead to increased productivity in your work.

Summary

By integrating Google Forms with CloudSign, you can automate contract creation, reducing input tasks and minimizing human errors.
Additionally, it becomes easier to check contract status, allowing for smoother business operations.
Moreover, by using Yoom, you can integrate apps and create flow bots without the need for programming.
Utilizing templates allows for easier setup, making it accessible even for beginners.
Why not take this opportunity to integrate Google Forms with CloudSign and automate your contract creation flow?