Once the contract documents are finalized in CloudSign, add that information to a Google Spreadsheet.

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■Overview

This flow adds information to a Google Spreadsheet once the contract documents are completed in CloudSign.


■Recommended for

1. Companies that create forms using CloudSign

・Administrative staff managing documents with client companies

・HR personnel managing outsourcing contract documents


2. Those managing information with Google Spreadsheets

・People using it for information sharing within the team

・Office staff who want to edit the same sheet simultaneously with multiple people


■Benefits of using this template

While using CloudSign makes document completion smooth, sharing the contract document information within the team is a labor-intensive task.
The more detailed the information you want to share, the more input fields are required, increasing the workload.

This flow is suitable for those who want to easily share information within the team or company and allocate time to other core tasks.
By using this flow bot, you can automatically input information into Google Spreadsheets triggered by the completion of a contract in CloudSign.

■Notes

・Please integrate CloudSign and Google Spreadsheets with Yoom.

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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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Google Sheets
At Yoom, you can utilize the Google Sheets API without any coding. By integrating Sheets with Yoom, you can automate data entry into spreadsheets and automatically create documents based on spreadsheet templates. Additionally, you can sync spreadsheet information with Yoom's database for various applications.
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