Connect CloudSign and Board APIs without code!

API actions—no coding required!

Executable API actions

Automation triggers

When Document Signing is Completed

When the document is canceled or rejected

When the document is executed, canceled, or rejected (Webhook Trigger)

When the document is executed (Webhook Trigger)

When the document is canceled or rejected (Webhook Trigger)

When a customer is created or updated

When a new project is created

When a project is created or updated

New or Updated Deal (including lost)

Automation actions

Create Document

Attach File to Document

Add Input Fields

Send Document / Reminder

Retrieve Attached File from Document

Get Certificate of Completion

Add recipient

Get list of files attached to the document

Update recipient

Get document details

Add Share Recipient

Update Share Recipient

Update Input Field Values

Search documents (all members' documents)

Get Document Data

Search Documents

Import Document

Update Document Information

Get Cabinets

List Documents in Cabinet

Get Customer

Get Customer List (Search by Tag)

Create Project (Recurring billing)

Get Project List

Get Project Details

[Deprecated] Update Project Status

Get Billing List

Change Billing Status

Update Invoice

Get Invoice ID for a Specific Project

Get Invoice

Update Projects (Batch Invoicing)

Update Project (Recurring billing)

Delete Project

Change Order Status

Lock Project

Retrieve Quotation

Update Quotation

Update Invoice (specify line items as comma-separated)

Update Quotation (specify line items as comma-separated)

Retrieve Delivery Note

Update Delivery Note

Update Delivery Note (specify line items as comma-separated)

Get Invoice List (by Order Status)

Create Purchase Order (One-time Payment)

Create Purchase Order (Recurring Payments)

Create Purchase Order (Installments)

Update Customer

Get Quotation ID for a Specific Project

Get Purchase Orders

Get Suppliers

Get Vendor

Delete Vendor

Update Vendor

Update Acceptance

Update Purchase Order

Retrieve Customer Branches

Retrieve Customer Branch

Create Project (Split billing)

Update Project (Split Billing)

Flowbot triggers

When Document Signing is Completed

When the document is canceled or rejected

When the document is executed, canceled, or rejected (Webhook Trigger)

When the document is executed (Webhook Trigger)

When the document is canceled or rejected (Webhook Trigger)

Flowbot actions

Create Document

Attach File to Document

Add Input Fields

Send Document / Reminder

Retrieve Attached File from Document

Get Certificate of Completion

Add recipient

Get list of files attached to the document

Update recipient

Get document details

Add Share Recipient

Update Share Recipient

Update Input Field Values

Search documents (all members' documents)

Get Document Data

Search Documents

Import Document

Update Document Information

Get Cabinets

List Documents in Cabinet

Flowbot triggers

When a customer is created or updated

When a new project is created

When a project is created or updated

New or Updated Deal (including lost)

Flowbot actions

Get Customer

Get Customer List (Search by Tag)

Create Project (Recurring billing)

Get Project List

Get Project Details

[Deprecated] Update Project Status

Get Billing List

Change Billing Status

Update Invoice

Get Invoice ID for a Specific Project

Get Invoice

Update Projects (Batch Invoicing)

Update Project (Recurring billing)

Delete Project

Change Order Status

Lock Project

Retrieve Quotation

Update Quotation

Update Invoice (specify line items as comma-separated)

Update Quotation (specify line items as comma-separated)

Retrieve Delivery Note

Update Delivery Note

Update Delivery Note (specify line items as comma-separated)

Get Invoice List (by Order Status)

Create Purchase Order (One-time Payment)

Create Purchase Order (Recurring Payments)

Create Purchase Order (Installments)

Update Customer

Get Quotation ID for a Specific Project

Get Purchase Orders

Get Suppliers

Get Vendor

Delete Vendor

Update Vendor

Update Acceptance

Update Purchase Order

Retrieve Customer Branches

Retrieve Customer Branch

Create Project (Split billing)

Update Project (Split Billing)

CloudSign

Board

Automate Your Everyday Tasks

CloudSign

Board

Let's automate our daily work by linking

Explore templates and apps to boost productivity!

Here are templates and related apps that are useful for improving work efficiency!

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.

see details

Templates

Create a contract using the information submitted through Google Forms and send it via CloudSign.

Try it

See details Try it

Create a contract using the information submitted through Google Forms and send it via CloudSign.

Create a contract and send it via CloudSign.

Try it

See details Try it

Create a contract and send it via CloudSign.

Notify on Telegram when the contract is completed with CloudSign.

Try it

See details Try it

Notify on Telegram when the contract is completed with CloudSign.

Similar apps

Board

In Yoom, you can utilize the board's API without any coding. By integrating the board with Yoom, you can automatically execute case registration and customer registration on the board via the API. Additionally, you can synchronize the board's information with Yoom's database and use it for various purposes.

see details

Templates

Similar apps

@Tovas

Bakuraku Common Management

Bakuraku Electronic Ledger Preservation

Bakuraku Expense Management

Bakuraku Invoice

Billing Management Robo

CloudSign

Learn more

CloudSign

Templates

Create a contract using the information submitted through Google Forms and send it via CloudSign.

Try it

The flow involves creating a contract with the information submitted through Google Forms and sending it via CloudSign. Since the submission of responses in Google Forms serves as a trigger, it is possible to create and send the contract in a timely manner.

See details Try it

Create a contract using the information submitted through Google Forms and send it via CloudSign.

Create a contract and send it via CloudSign.

Try it

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 Try it

Create a contract and send it via CloudSign.

Notify on Telegram when the contract is completed with CloudSign.

Try it

This is a flow where a notification is sent to Telegram once a contract is completed with CloudSign. By eliminating the need for the person in charge to check the CloudSign management screen, they can quickly grasp the completion of the contract.

See details Try it

Notify on Telegram when the contract is completed with CloudSign.

Similar apps

Board

Learn more

Board

Templates

Similar apps

@Tovas

Bakuraku Common Management

Bakuraku Electronic Ledger Preservation

Bakuraku Expense Management

Bakuraku Invoice

Billing Management Robo

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