How to integrate Mazrica with CloudSign to create and send contracts in CloudSign when a project action is registered in Mazrica

Automation can be achieved through the following flow.

It may seem like there are many steps, but it's not difficult as you will be setting it up using a template.

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How to connect Mazrica and CloudSign with Yoom

Register your My Apps to connect Mazrica and CloudSign with Yoom.
As mentioned in the benefits, it's easy as you just need to follow the on-screen instructions.

First, let's start with the My App registration for Mazrica.

Click "My Apps" → "New Connection" on the left side of the Yoom screen.
A list of apps will be displayed, so search for Mazrica or use the "Search by App Name" feature.

The following screen will be displayed, so proceed with the settings.

• "Account Name" → Set a name for management purposes
• "Access Token" → Set the API key obtained from "Administrator Settings > API Usage" in the Senses management screen
  

Next, register Google Docs as a My App for document creation.
Select Google Docs as you did earlier.
Once the following screen is displayed, log in to Google Docs.

Next, register CloudSign as a My App, but please refer to Yoom's help page for registration.

Once both My App registrations are complete, Mazrica and CloudSign will be displayed in the My Apps section.

How to create a contract and send it via CloudSign when a Mazrica project action is registered

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

The following screen will be displayed, so please check the "Title" and "Description". If you want to change them, you can do so from the page below.
First, start with the Mazrica settings and click on "When a project action is newly registered".

When the following screen is displayed, please check the settings.

• "App Trigger Title" → Can be changed if necessary
• "Account Information Linked with Mazrica" → Check for discrepancies
• "Trigger Action" → When a project action is newly registered
  

The following screen will be displayed, so set the "Trigger Activation Interval" as desired.
Click "Test" → "Test Successful" → "Save".

Next, use the Branch operation to set up a distinction between when a contract is sent and when it is not.
Click on "When the registered action is sending a contract".
The following screen will be displayed, so check the settings.

• "Title" → Can be changed if necessary

Output for Branching

• "Operation" → When a project action is newly registered
• "Output" → Purpose of the action

Branching Conditions

• "Purpose of the action", "Equal to", "Sending a contract"

Click "Save".

Next, configure Mazrica settings for the branch after sending the contract, so click on "Retrieve Specific Project Information".
When the following screen is displayed, check the settings.

• "Title" → Can be changed if necessary
• "Account Information Linked with Mazrica" → Check for discrepancies
• "Action" → Retrieve Specific Project Information
  

The following screen will be displayed, so check if the "Project ID" is {{Project ID}}, then click "Test" → "Test Successful" → "Save".

Next, configure Mazrica to retrieve specific client information, so click on "Retrieve Specific Client Information".
When the following screen is displayed, check the settings.

• "Title" → Can be changed if necessary
• "Account Information Linked with Mazrica" → Check for discrepancies
• "Action" → Retrieve Specific Client Information
  

The following screen will be displayed, so check if the "Client ID" is {{Client ID}}, then click "Test" → "Test Successful" → "Save".

Next, configure Mazrica to retrieve specific contact information, so click on "Retrieve Specific Contact Information".
The following screen will be displayed, so check the settings.

• "Title" →→ Can be changed if necessary
• "Account Information Linked with Mazrica" → Check for discrepancies
• "Action" → Retrieve Specific Contact Information
  

The following screen will be displayed, so check if the "Contact ID" is {{Contact ID}}, then click "Test" → "Test Successful" → "Save".

To set up document issuance in Google Sheets, click on "Issue Document".
There is a video on the typical flow of using CloudSign here, so it will be smooth to set up after watching it.
The following screen will be displayed, so make the settings.

• "Title" → Can be changed if necessary
• "Account Information Linked with Google Docs" → Check for discrepancies

Template Document Linkage

• "Document File ID" → The ● part in "/d/●●●●" in the URL

Issued Document

• "Google Drive Folder ID for Storage" → The ● part in "/folders/●●●●" in the URL
• "Output File Name" → Can be changed if necessary

The following screen will be displayed, so prepare the template document first.
Please create the template document according to the instructions here.
Strings enclosed in {} in the template document will be automatically retrieved as "Strings to be Replaced".
For each target to be replaced, enter the "String After Replacement".

"String to be Replaced" → {Company Name}

"String After Replacement" → {{Client Name}}

For sections set as lists, set the string after replacement in list format (comma-separated).
If you update the content of the document, press the "Reacquire Replacement Conditions" button.
Click "Test" → "Test Successful" → "Save".

Next, configure document creation in CloudSign, so click on "Create Document".
Check the following settings.

• "Title" → Can be changed if necessary
• "Account Information Linked with CloudSign" → Check for discrepancies
• "Action" → Create Document

When the following screen is displayed, change the "Document Title" if necessary.
If there are any other necessary items, make the settings.
Click "Test" → "Test Successful" → "Save".

To set up attaching files to a document in CloudSign, click on "Attach File to Document".
The following screen will be displayed, so check the settings.

• "Title" → Can be changed if necessary
• "Account Information Linked with CloudSign" → Check for discrepancies
• "Action" → Attach File to Document

When the following screen is displayed, check if the "Document ID" is {{Document ID}}.
If there are any other necessary items, register them.
* If you are attaching multiple PDFs, set this action multiple times.
Click "Test" → "Test Successful" → "Save".

To set up adding a recipient in CloudSign, click on "Add Recipient".
When the following screen is displayed, check the settings.

• "Title" → Can be changed if necessary
• "Account Information Linked with CloudSign" → Check for discrepancies
• "Action" → Add Recipient

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

• "Document ID" → {{Document ID}}
• "Email Address" → {{email}}
• "Recipient Name" → {{Name}}

If there are any other necessary items, make the settings.
Click "Test" → "Test Successful" → "Save".

To set up sending and reminding documents, click on "Send/Remind Document".
Check the following settings.

• "Title" → Can be changed if necessary
• "Account Information Linked with CloudSign" → Check for discrepancies
• "Action" → Send/Remind Document

The following screen will be displayed, so check if the "Document ID" is {{Document ID}}.
Click "Test" → "Test Successful" → "Save".

Finally, when you turn the app trigger "ON", the automation setup is complete.

Flowbot Template Used This Time

When a Mazrica project action (contract sending) is registered, create a contract and send it via CloudSign

Summary

By integrating Mazrica with CloudSign, the process from contract approval to automatic creation and sending is handled seamlessly.
The introduction of automation significantly reduces the time previously spent on manual tasks. This is an ideal automation solution, especially for companies with a high volume of contracts or individuals managing multiple contracts simultaneously.

By implementing Yoom, you can easily achieve automation starting today.
We recommend incorporating Yoom into your daily routine with this opportunity.