Once the document is stored in OneDrive, create and send the contract using CloudSign.

  1. Apps
  2. CloudSign
  3. Once the document is stored in OneDrive, create and send the contract using CloudSign.
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■Overview

In this workflow, you can create contracts with CloudSign when documents are stored in OneDrive. This automation reduces the hassle of manual document management and contract procedures.
With Yoom, you can easily connect apps without programming.

‍

■Recommended for

  • ‍‍Business professionals managing documents using OneDrive
  • Those who want to streamline contract creation and sending using CloudSign
  • Representatives of small and medium-sized enterprises considering automation of contract operations
  • Those who want to seamlessly connect the process from document storage to contract

‍

■Benefits of using this template

  • ‍‍Automatic document detection
    ・The flow automatically starts when a new document is added to OneDrive.
  • Efficiency in contract creation
    ・You can create and send contracts without omissions using CloudSign.
  • Reduction of manual work
    ・Manual document management and contract procedures become unnecessary, improving work efficiency.
  • Error prevention
    ・Automation minimizes human errors.
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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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