How to integrate Notion with CloudSign to automatically send contracts via CloudSign after retrieving data from Notion

The process consists of 8 steps and can be set up in 15-20 minutes.

1. Register Notion and CloudSign as My Apps
2. Set a trigger to activate when a page is selected on the database using the Chrome extension trigger
3. Set an action to retrieve records in Notion
4. Set an action to issue a document in Google Docs
5. Set an action to create a document in CloudSign
6. Set an action to attach a file to the document in CloudSign
7. Set an action to add a recipient in CloudSign
8. Set an action to send the document in CloudSign

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Step 1: Register Notion and CloudSign as My Apps

Please register Notion and CloudSign as My Apps to connect them to Yoom.
Once you complete the My Apps registration, automation setup becomes easier.

First, let's register Notion as My App.
Click "My Apps" → "New Connection" on the left side of the Yoom screen.
When the app list is displayed, search for Notion or use "Search by App Name".

The following screen will be displayed, click the red box "Select Page".

When the following screen is displayed, check the page you want to allow access to and click "Allow Access".

Next, register CloudSign as My App.
Refer to the Yoom Help Page to register.

If Notion and CloudSign are displayed in My Apps, registration is complete.

Step 2: Set a trigger to activate when a page is selected on the database using the Chrome extension trigger

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

Read the following screen display and click "OK".

The following screen will be displayed, please click "Install Extension" at the top right.
For Chrome extensions, please check here.
Check the following "Title" and "Description".
If you want to make changes, you can do so from the screen below.
To set up the Chrome extension trigger, click "Select and Launch Page on Database".

When the following screen is displayed, check the setup method.
This trigger is only available with some paid plans.

Please check the following settings.

• "Title" → Set as desired
• "Account Information Linked with Notion" → Check if correct
• "Action When Launched from Extension" → Select and Launch Page on Database
  

When the following screen is displayed, check the setup method.

Scroll down, check the description, and set the Notion URL in the "Sample URL of Launch Page".
Once set, click "Test" → "Test Successful" → "Save".
For notes on Notion's Chrome extension trigger, please see here.

Step 3: Set Action to Retrieve Records in Notion

To set up Notion, click "Retrieve Records".
The following screen will be displayed, please check the settings.

• "Title" → Set as desired
• "Account Information Linked with Notion" → Check if correct
• "Execute Action" → Retrieve Records (ID Search)
  

Scroll down, check the description, and set the "Database ID".

When the following screen is displayed, use the Chrome extension trigger output to set the "Conditions for Records You Want to Retrieve".
Click the arrow in the red frame to use the output.
Set it as follows.
Once set, click "Test" → "Test Successful" → "Save".

Step 4: Set Action to Issue Document in Google Docs

Next, to set up Google Docs, click "Issue Document".

• "Title" → Set as desired
• "Account Information Linked with Google Docs" → Check if correct

Template Document Linkage

• "Document File ID" → Check the description and set
  

Scroll down and set the "Issued Document".

• "Google Drive Folder ID for Storage" → Check the description and set
• "Output File Name" → Set using Notion's output
  Set as follows as an example.
  

When the following screen is displayed, check the setup method.
Check here to prepare the template document.

Scroll down to see that the strings to be replaced and the strings after replacement are already set.
If changes are needed, set them as desired.
Once set, click "Test" → "Test Successful", "Save".

Step 5: Set Action to Create Document in CloudSign

Next, to set up creating a document in CloudSign, click "Create Document".
The following screen will be displayed, please check the settings.

• "Title" → Set as desired
• "Account Information Linked with CloudSign" → Check if correct
• "Action" → Create Document
  

When the following screen is displayed, check the precautions.
The flow of document sending can be checked from here.

Scroll down and set the "Document Title" using Notion's output.
If there are other necessary items, set them.
Once set, click "Test" → "Test Successful" → "Save".

Step 6: Set Action to Attach File to Document in CloudSign

Next, to set up attaching a file to a document in CloudSign, click "Attach File to Document".
When the following screen is displayed, please check the settings.

• "Title" → Set as desired
• "Account Information Linked with CloudSign" → Check if correct
• "Action" → Attach File to Document
  

The following screen will be displayed, please check the precautions.

Scroll down and set the "Document ID" using the output from "Create Document".

Scroll down and check the following settings.
Once set, click "Test" → "Test Successful" → "Save".

Step 7: Set Action to Add Recipient in CloudSign

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

• "Title" → Set as desired
• "Account Information Linked with CloudSign" → Check if correct
• "Action" → Add Recipient
  

The following screen will be displayed, please make the settings.
Only use the output from "Create Document" for "Document ID".
Other items are set using Notion's output.
Once set, click "Test" → "Test Successful" → "Save".

‍Step 8: Set Action to Send Document in CloudSign

To set up sending a document in CloudSign, click "Send Document/Remind".
When the following screen is displayed, please check the settings.

• "Title" → Set as desired
• "Account Information Linked with CloudSign" → Check if correct
• "Action" → Send Document/Remind
  

The following screen will be displayed, please check the precautions.

Scroll down and set the "Document ID" using the output from "Create Document".
Once set, click "Test" → "Test Successful" → "Save".

Step 9: Verify Automation Operation of Notion and CloudSign

Finally, click "Turn ON Trigger" to complete the automation setup.
Check if the flowbot starts up correctly.

‍
The flowbot template used this time
Send Contract from Notion via CloudSign

Other Examples of Automation Using Notion and CloudSign

1. This is a flow where the Notion database is automatically updated once the contract is completed in CloudSign.
Notion is automatically updated based on the client information obtained from CloudSign, saving the effort of manual updates.

2. Once the contract is completed with CloudSign, this flow updates the Notion database and automatically notifies Google Chat.
This saves the effort of entering the same data multiple times and reduces time.

3. This is a flow that automatically stores documents signed with CloudSign into Google Drive.
By automatically storing documents, you can prevent them from being lost.

Summary

By integrating Notion with CloudSign, you can automate the process from contract creation to sending, allowing you to proceed with your tasks quickly.
This automation will likely reduce human errors and enable you to create highly reliable contracts.
Be sure to utilize Yoom's automation to streamline your business processes.

If you are interested in automation, please register for free here.