Connect CloudSign and Salesforce APIs without code!

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With Yoom, anyone can easily integrate CloudSign and Salesforce without any code! For example, when a contract is completed in CloudSign, you can update the information in Salesforce. Start by trying out the convenient templates to integrate CloudSign and Salesforce right away.

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Once the document signing is completed with CloudSign, update the opportunity stage in Salesforce.

When the document signing is completed with CloudSign, the opportunity stage in Salesforce will be automatically updated. After updating the opportunity stage, you can also add operations to notify through any desired means such as Slack or email.

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Update Salesforce information once the contract is completed with CloudSign.

This is a flow to update Salesforce information once a contract is completed with CloudSign. By utilizing this flow, data is automatically updated after the contract is completed, eliminating the need for manual work. It adds data by referencing information, preventing human errors such as input mistakes or omissions.

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When the opportunity stage in Salesforce reaches the specified phase, send the contract via CloudSign.

When the Salesforce opportunity stage reaches the specified phase, you can send contracts via CloudSign. This prevents human errors in the creation and sending of contracts, allowing for smooth business operations.

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API actions—no coding required!

Executable API actions

Automation triggers

Automation Actions

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Flowbot triggers

Flowbot actions

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Flowbot triggers

Flowbot actions

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What is Yoom hyperautomation?

Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.

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Don't Just Connect Apps—Automate Everything

Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.

Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.

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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.

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templates

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Salesforce

With Yoom, you can utilize Salesforce's API without any coding. For example, you can retrieve information from Salesforce via the API and integrate it with other SaaS or create documents. Additionally, you can synchronize Salesforce lead information and deal information with Yoom's database for various purposes.

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