Once the document signing is completed with CloudSign, update the project phase in Mazrica.

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■Overview

‍Once the document signing is completed in CloudSign, the project phase in Mazrica will be automatically updated to "Order Received".

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‍■Setup Method

・Integrate each of the CloudSign and Mazrica apps with Yoom. (My App Integration)

・Set the action "When document signing is completed" in CloudSign.

・In the "Operate and Transform Data" operation, extract the project ID from the document title and specify the string to be replaced, etc.

・In Mazrica's "Update Project Information" operation, configure the setting to change the project phase to "Order Received".

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‍■Notes

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

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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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In Yoom, you can utilize Mazrica's API without any coding. It is possible to link Mazrica's information with various SaaS or automate the registration of information to Mazrica. Additionally, you can automatically sync Mazrica's information to Yoom's database and use it for various purposes.

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