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

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  2. CloudSign
  3. Create a document from the Yoom database and send it via CloudSign.
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◼️Overview‍

Create contracts using information from the Yoom database and automatically send them via CloudSign.

Please prepare the contract template in Google Docs in advance.‍

‍

◼️Setup Instructions‍

1. Integrate Yoom with both CloudSign and Google Docs. (My App Integration)

2. Set up the desired database or table with the trigger "Select the target record from the database."

3. In "Create Document," set up any template in Google Docs and configure the strings to be replaced.

4. In various CloudSign operations, upload the created document and set the recipient's email address, subject, message, etc.

5. Specify the desired record from the relevant database using a checkbox, and activate the flow bot.

6. The document is created and sent via CloudSign.‍

‍

◼️Notes‍

・Account integration with each app is required.

・Replace the settings information in Google Docs and CloudSign with your desired values.

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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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Yoom allows you to utilize the Google Docs API without any coding. By integrating Yoom with Google Docs, you can automatically create PDF documents such as contracts based on templates created in Google Docs and connect the generated documents with various SaaS platforms.
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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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