■Overview
When a Mazrica project action (contract sending) is registered, a system will be built to automatically create a contract and send it via CloudSign.
■Setup Method
1. Integrate Mazrica with CloudSign, Google Documents, and Yoom.
2. Set the trigger "When a new project action is registered" in Mazrica through My App integration.
3. Branch based on whether the purpose of the action is "contract sending" or not.
4. In the branch where the value equals "contract sending," specify the project ID using Mazrica's "Retrieve specific project information" action.
5. Specify the client ID using Mazrica's "Retrieve specific client information" action.
6. Specify the contact ID using Mazrica's "Retrieve specific contact information" action.
7. In the document issuance operation, specify the template information of the Google Document and set the strings to be replaced and their replacements.
8. Specify the document title, etc., in CloudSign's "Create document" action.
9. Specify the document ID in CloudSign's "Attach file to document" action.
10. Specify the document ID, email address, and recipient's name in CloudSign's "Add recipient" action.
11. Specify the document ID in CloudSign's "Send/Remind document" action.
12. When a Mazrica project action (contract sending) is registered, a contract is automatically created based on the Google Document template and sent via CloudSign.
■Notes
・Integration settings with Yoom are required for Mazrica, CloudSign, and Google Documents.
・Customize the contract template, recipients, signing order, etc., according to your requirements.
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