Once you respond on Jotform, create and send a contract using CloudSign.

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■Overview

In this workflow, when a customer submits a response through Jotform, a contract can be automatically created in CloudSign. This streamlines the contract process and prevents errors.
With Yoom, you can easily connect apps without the need for programming.

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■Recommended for

‍‍Sales representatives who use Jotform to gather information from customers
Business owners who want to automate contract creation with CloudSign
Administrators of companies who want to reduce the time spent on contract procedures and improve operational efficiency

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■Benefits of using this template‍

Automation of contract creation
・Contracts are automatically created in CloudSign based on Jotform responses, eliminating the need for manual work.
Seamless contract process
・Automatic sending shortens the time to contract conclusion, speeding up business operations.
Error-free processing
・Automation prevents human errors and ensures accurate contract creation.

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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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Jotform

In Yoom, it is possible to integrate with Jotform's API without code and automate various tasks. For example, information submitted from Jotform can be easily linked to other SaaS like spreadsheets and Slack.

Related apps

Jotform

Templates using

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Google Docs

Yoom allows you to utilize the Google Docs API without any coding. By integrating Yoom with Google Docs, you can automatically create PDF documents such as contracts based on templates created in Google Docs and connect the generated documents with various SaaS platforms.

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Notion