CloudSign Notion
Send the contract from Notion via CloudSign
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CloudSign Notion

Send the contract from Notion via CloudSign

Yoom's CloudSign ＆  Notion  are ready to use! Automate tasks instantly—just copy the template!
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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.

‍

■Recommended for‍

1. Companies utilizing CloudSign for business operations

・Those creating inter-company contract documents

・Those creating employment or outsourcing contract documents

‍

2. Companies managing information centrally with Notion

・Those registering company or personal information

‍
■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.

‍

■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.
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Templates using
Create a contract using the information submitted through Google Forms and send it via CloudSign.
Try it
The flow involves creating a contract with the information submitted through Google Forms and sending it via CloudSign. Since the submission of responses in Google Forms serves as a trigger, it is possible to create and send the contract in a timely manner.
View details Try it
Create a contract and send it via CloudSign.
Try it
Based on the information provided in the form, we will issue documents using a contract template and send those documents via CloudSign. By setting up an approval request and implementing a double-check, it is also possible to prevent errors in advance.‍
View details Try it
Notify on Telegram when the contract is completed with CloudSign.
Try it
This is a flow where a notification is sent to Telegram once a contract is completed with CloudSign. By eliminating the need for the person in charge to check the CloudSign management screen, they can quickly grasp the completion of the contract.
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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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Add a record to Notion when there is a response to the Google Form.
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Notion
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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.
see details
Templates
Create a contract using the information submitted through Google Forms and send it via CloudSign.
Try it
The flow involves creating a contract with the information submitted through Google Forms and sending it via CloudSign. Since the submission of responses in Google Forms serves as a trigger, it is possible to create and send the contract in a timely manner.
View details Try it
Create a contract using the information submitted through Google Forms and send it via CloudSign.
Create a contract and send it via CloudSign.
Try it
Based on the information provided in the form, we will issue documents using a contract template and send those documents via CloudSign. By setting up an approval request and implementing a double-check, it is also possible to prevent errors in advance.‍
View details Try it
Create a contract and send it via CloudSign.
Notify on Telegram when the contract is completed with CloudSign.
Try it
This is a flow where a notification is sent to Telegram once a contract is completed with CloudSign. By eliminating the need for the person in charge to check the CloudSign management screen, they can quickly grasp the completion of the contract.
View details Try it
Notify on Telegram when the contract is completed with CloudSign.
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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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You can add content posted in a specific room on Google Chat to a Notion database. This prevents manual information update omissions, enabling real-time information sharing among teams.
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Add content posted in a specific Google Chat room to a Notion database.
Add content posted in a specific room on Microsoft Teams to a Notion database.
Try it
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View details Try it
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CloudSign
CloudSign
×
+
+
+ + Notion + +
+
Notion
+
– See what you can do.
API Actions That can be No-Code
Executable API actions
everything
CloudSign
Notion
Flowbot triggers
    When Document Signing is Completed
    When the document is canceled or rejected
    When the document is executed, canceled, or rejected (Webhook Trigger)
    When the document is executed (Webhook Trigger)
    When the document is canceled or rejected (Webhook Trigger)
    When a page is created or updated
    When a database is created or updated
    [Deprecated] When a page in a specific database is created or updated
    When receiving a Webhook
    When a page is created (Webhook)
    When page content is updated (Webhook)
    When a page is deleted (Webhook)
    When Page Properties are Updated (Webhook)
    When a Comment is Created (Webhook)
    When a Comment is Updated (Webhook)
    When a Comment is Deleted (Webhook)
    When Database Content is Added or Updated (Webhook)
    When a page in a specific data source is created or updated
Flowbot operations
    Create Document
    Attach File to Document
    Add Input Fields
    Send Document / Reminder
    Retrieve Attached File from Document
    Get Certificate of Completion
    Add recipient
    Get list of files attached to the document
    Update recipient
    Get document details
    Add Share Recipient
    Update Share Recipient
    Update Input Field Values
    Search documents (all members' documents)
    Get Document Data
    Search Documents
    Import Document
    Update Document Information
    Get Cabinets
    List Documents in Cabinet
    Get page details
    Create Page
    Append text to page
    Update Page Property (Text)
    Update Page Property (Number)
    Update Page Property (Select)
    Update Page Property (Multi-select)
    Update Page Property (Date)
    Update page property (Checkbox)
    Update page property (URL)
    Update page property (Email)
    Update page property (Phone number)
    Retrieve block information for a specific page
    List users
    Update page properties (Relation property)
    Add a sub-item to the specified record
    Generate File Upload ID
    Upload file
    Update Page Property (Files & media property)
    Download File
    Retrieve Page Information (List of File Info)
    Search Pages and Databases by Title
    Create Page from Database Template (Title Only)
    Add a Heading and Paragraph to a Page
    Update Data Source Property Name
    Update Page Property (Title)
    Search text within a data source’s formula property
    Append Text with Embedded URL to Page
Flowbot triggers
    When Document Signing is Completed
    When the document is canceled or rejected
    When the document is executed, canceled, or rejected (Webhook Trigger)
    When the document is executed (Webhook Trigger)
    When the document is canceled or rejected (Webhook Trigger)
Flowbot operations
    Create Document
    Attach File to Document
    Add Input Fields
    Send Document / Reminder
    Retrieve Attached File from Document
    Get Certificate of Completion
    Add recipient
    Get list of files attached to the document
    Update recipient
    Get document details
    Add Share Recipient
    Update Share Recipient
    Update Input Field Values
    Search documents (all members' documents)
    Get Document Data
    Search Documents
    Import Document
    Update Document Information
    Get Cabinets
    List Documents in Cabinet
Flowbot triggers
    When a page is created or updated
    When a database is created or updated
    [Deprecated] When a page in a specific database is created or updated
    When receiving a Webhook
    When a page is created (Webhook)
    When page content is updated (Webhook)
    When a page is deleted (Webhook)
    When Page Properties are Updated (Webhook)
    When a Comment is Created (Webhook)
    When a Comment is Updated (Webhook)
    When a Comment is Deleted (Webhook)
    When Database Content is Added or Updated (Webhook)
    When a page in a specific data source is created or updated
Flowbot operations
    Get page details
    Create Page
    Append text to page
    Update Page Property (Text)
    Update Page Property (Number)
    Update Page Property (Select)
    Update Page Property (Multi-select)
    Update Page Property (Date)
    Update page property (Checkbox)
    Update page property (URL)
    Update page property (Email)
    Update page property (Phone number)
    Retrieve block information for a specific page
    List users
    Update page properties (Relation property)
    Add a sub-item to the specified record
    Generate File Upload ID
    Upload file
    Update Page Property (Files & media property)
    Download File
    Retrieve Page Information (List of File Info)
    Search Pages and Databases by Title
    Create Page from Database Template (Title Only)
    Add a Heading and Paragraph to a Page
    Update Data Source Property Name
    Update Page Property (Title)
    Search text within a data source’s formula property
    Append Text with Embedded URL to Page
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