Store documents signed with CloudSign in Dropbox.

Try this Template

No items found.

■Overview

‍Automatically retrieve documents signed with CloudSign and store them in Dropbox.

You can freely customize the type of documents to retrieve, the destination folder, file names, and more.

‍

■Setup Instructions

・Connect both the CloudSign and Dropbox apps with Yoom. (My App Integration)

・Set up the CloudSign app trigger "When document signing is completed" and specify the document ID with the action "Retrieve list of files attached to the document."

・Set up a loop to repeat the process.

・Use the CloudSign app trigger to retrieve the document attachments.

・In Dropbox, use the "Upload file" operation to set the destination folder and file name based on the retrieved document information.

‍

■Notes

・Integration settings with the account are required for both CloudSign and Dropbox.

・Please adjust the settings for document types, destination folders, file names, etc., as needed.

このテンプレートを試してみる

How to request materials and apply for a demo

Here

Here are some Similar Templates!

Create a contract and send it via CloudSign.

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.‍

See details

Store documents signed with CloudSign in Box.

Automatically store documents signed with CloudSign in Box. By utilizing this integration, you can centralize the storage location of your documents.

See details

Create a document from the Yoom database and send it via CloudSign.

Create a contract using information from the Yoom database and automatically send it via CloudSign. Please prepare the contract template in Google Docs in advance.

See details

Once the document signing is completed with CloudSign, notify in Chatwork.

Once the document signing is completed with CloudSign, a notification will be sent to the specified Chatwork chat room. You can specify any Chatwork room as the notification destination.

See details

Store documents signed with CloudSign in Google Drive.

When a document is signed in CloudSign, it is automatically stored in a specified folder in Google Drive. If there are multiple files in one document, all files will be stored.

See details

Store documents signed with CloudSign in Dropbox.

Automatically retrieve documents signed with CloudSign and store them in Dropbox. You can freely customize the type of documents to be retrieved, the destination folder, file names, and more.

See details

See all templates

What is Yoom hyperautomation?

Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.

Learn more about Yoom

Don't Just Connect Apps—Automate Everything

Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.

Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.

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.

Related apps

CloudSign

Templates using

View all related templates

Dropbox

Yoom allows you to integrate with Dropbox's API without any code, enabling you to automate various tasks. You can store files received via email into Dropbox or automatically generate folders in Dropbox.

Related apps

Box