Send contracts from SPIRAL using CloudSign

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■Overview

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

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

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■Recommended for‍

1. Those who utilize CloudSign in their business

・Those responsible for creating documents such as contracts

・Those who use it for centralized management of documents

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2. Companies that manage information centrally with SPIRAL

・Those who centrally manage company information

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■Benefits of using this template

CloudSign is a tool for efficiently carrying out document creation tasks.
It creates contracts based on the information registered in SPIRAL and facilitates the management of related information.
However, manually entering the information registered in SPIRAL each time to create a contract increases the risk of human error.

By using this flow, you can initiate the flow from the details page in SPIRAL and automatically carry out everything from contract creation to sending.
By quoting the registered information in SPIRAL to create contracts, you can prevent human errors in advance.
Additionally, the time spent on creation can be allocated to other tasks, facilitating the smooth progress of the entire team's operations.

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■Notes‍

・Please integrate both CloudSign and SPIRAL 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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CloudSign

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SPIRAL®

At Yoom, you can utilize SPIRAL's API without any coding. For example, you can retrieve information from SPIRAL via the API and integrate it with other SaaS tools or automatically create documents. Additionally, it is possible to automate tasks such as registering information to SPIRAL or attaching files.

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