Send the contract from Notion via CloudSign

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■Overview

This is a flow for sending contracts via CloudSign from Notion.

By using a trigger with a Chrome extension, you can directly activate the trigger from Notion.

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■Recommended for‍

1. Companies utilizing CloudSign for business operations

・Those creating inter-company contract documents

・Those creating employment or outsourcing contract documents

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2. Companies managing information centrally with Notion

・Those registering company or personal information

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■Benefits of using this template

CloudSign is a tool that can be used to centrally manage forms and improve business efficiency.
By creating contracts based on the information registered in Notion, you can ensure consistency in the information shared within the team.
However, manually entering the information registered in Notion each time to create contracts in CloudSign may reduce information transparency.

By using this flow, you can automate the creation and sending of contracts by activating the flow from the detailed page in Notion, significantly reducing manual work.
Since the contract creation references the information registered in Notion, it prevents input errors and omissions due to manual entry.

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■Notes‍

・Please integrate both CloudSign and Notion with Yoom.

・For instructions on setting up triggers using the Chrome extension, please refer to here.

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About the Apps You Use

CloudSign

It is possible to utilize CloudSign's API without code by using Yoom. By integrating Yoom with CloudSign, you can automate the entire process from contract creation to sending using the API, and automatically upload signed documents to file management services like Google Drive. Additionally, you can aggregate and synchronize CloudSign document information in Yoom's database.

Related apps

CloudSign

Templates using

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Notion

Yoom allows you to utilize Notion's API without any coding. By integrating Yoom with Notion, you can automatically retrieve and update information from Notion databases, and automatically store information from input forms into Notion's database. Additionally, you can aggregate and sync information from Notion's database with Yoom's database, enabling seamless integration with various SaaS platforms.

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Notion