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

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

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

‍

■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
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.
View details Try it
View all related templates
Learn more about Yoom
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.
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Jotform
Templates using
Add responses submitted through Jotform to a Notion database.
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This is a flow that adds responses submitted through Jotform to a Notion database. The person in charge no longer needs to manually input the data, significantly improving operational efficiency. Additionally, the risk of human error is reduced, enabling faster and more accurate data management.
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When there is a response in Jotform, register the record in Google Sheets.
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When a new response is submitted to Jotform, this flow records the response in a Google Spreadsheet. By integrating Jotform with Google Spreadsheets, you can save the effort of manually operating each application and repeatedly entering data, allowing for smoother business operations. Additionally, records are easily added to Google Spreadsheets automatically, eliminating any gaps or omissions in information management.‍
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Store responses from Jotform in a Microsoft Excel database.
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When a new response is submitted to Jotform, this flow stores the response content in a Microsoft Excel database. By integrating Jotform with Microsoft Excel, you can eliminate the need to operate individual apps or repeatedly enter data, allowing you to proceed with your tasks smoothly. Records are easily added to the Microsoft Excel database automatically, preventing any omissions or errors in information management.
View details Try it
View all related templates
Learn more about Yoom
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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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.
see details
Templates
Add responses submitted through Jotform to a Notion database.
Try it
This is a flow that adds responses submitted through Jotform to a Notion database. The person in charge no longer needs to manually input the data, significantly improving operational efficiency. Additionally, the risk of human error is reduced, enabling faster and more accurate data management.
View details Try it
Add responses submitted through Jotform to a Notion database.
When there is a response in Jotform, register the record in Google Sheets.
Try it
When a new response is submitted to Jotform, this flow records the response in a Google Spreadsheet. By integrating Jotform with Google Spreadsheets, you can save the effort of manually operating each application and repeatedly entering data, allowing for smoother business operations. Additionally, records are easily added to Google Spreadsheets automatically, eliminating any gaps or omissions in information management.‍
View details Try it
When there is a response in Jotform, register the record in Google Sheets.
Store responses from Jotform in a Microsoft Excel database.
Try it
When a new response is submitted to Jotform, this flow stores the response content in a Microsoft Excel database. By integrating Jotform with Microsoft Excel, you can eliminate the need to operate individual apps or repeatedly enter data, allowing you to proceed with your tasks smoothly. Records are easily added to the Microsoft Excel database automatically, preventing any omissions or errors in information management.
View details Try it
Store responses from Jotform in a Microsoft Excel database.
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API Actions That can be No-Code
Executable API actions
everything
CloudSign
Jotform
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 form is submitted
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 Latest Submission
    Get List of Submissions
    Delete Submission
    Get List of Form Questions
    Get List of Reports
    Create Report
    Retrieve Specific Response
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 form is submitted
Flowbot operations
    Get Latest Submission
    Get List of Submissions
    Delete Submission
    Get List of Form Questions
    Get List of Reports
    Create Report
    Retrieve Specific Response
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