CloudSign
 with
Salesforce
 -
Automate Operations Instantly!
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.
CloudSign
Salesforce
CloudSign
Salesforce
CloudSign
 with
Salesforce
Automate operations using it right away!
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.
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 new record is registered in the lead object
    When a new record is registered in the account object
    When a new record is registered in the opportunity object
    When a new record is registered in the contact object
    When a record is registered or updated in the lead object
    When a record is created or updated in the Account object
    When a record is created or updated in the Opportunity object
    When a record is created or updated in the Contact object
    When a new record is created in the Custom Object
    When a record is created or updated in the Custom Object
    When a record is registered in the Activity object
    When a record is registered in the ToDo object
    When an outbound message is received
    When a file is uploaded
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 Lead Record
    Update Lead Record
    Create Lead Record
    Search Lead Records
    Get Latest Lead Record
    Get Account Record
    Update Account Record
    Create Account Record
    Search Account Records
    Get Opportunity Record
    Update Opportunity Record
    Create Opportunity Record
    Search Opportunity Records
    Get Contact Record
    Update Contact Record
    Create Contact Record
    Search Contact Records
    Get Custom Object Record
    Update Custom Object Record
    Create Custom Object Record
    Search Custom Object Records
    Link a File to a Record
    Upload a File to Link to a Record
    Get the Content Document ID of the Uploaded File
    Search Lead Records (excluding deleted records)
    Search Account records (excluding deleted records)
    Search Opportunity records (excluding deleted records)
    Search Contact records (excluding deleted records)
    Search Custom Object records (excluding deleted records)
    Download Report
    Log Activity on Lead
    Log Activity on Account
    Log Activity on Opportunity
    Log Activity on Contact
    Create To-Do on Lead
    Create Task on Account
    Create Task on Opportunity
    Create Task on Contact
    Create Event on Lead
    Create Event on Account
    Create Event on Opportunity
    Create Event on Contact
    Log Email Message to Opportunity
    Log Email Message to Account
    Create User Record
    Create Email Message
    Associate Email Message with a Person
    Create Email Message on a Custom Object
    Log Activity on a Custom Object
    Create To-Do on a Custom Object
    Create Event on a Custom Object
    Get Content Document IDs Associated with a Record
    Get Latest ContentVersion ID
    Download File
    Get Contract Record
    Update Contract Record
    Create Contract Record
    Delete Contract Record
    Create Calendar Event
    Search User Records
    Get User Record
    Update Account Activity
    Search Account Activities
    Get Users
    Get Accounts
    Get Contact List
    Get Opportunity List
    Get Lead List
    Get Case List
    Get Campaign List
    List Objects
    List Custom Objects
    List Chatter Group IDs
    Post to User on Chatter
    Post to Account on Chatter
    Chatterを取引先責任者に投稿
    Chatterを商談に投稿
    Chatterをリードに投稿
    Chatterをケースに投稿
    Post to Campaign Chatter
    Post to Custom Object Chatter
    ChatterをChatterグループに投稿
    Get Channel List
    ユーザーオブジェクトのレコードの更新
    Create User Role
    Assign User Role
    ユーザーオブジェクトの権限セット割り当ての作成
    Associate a Contract record with an Opportunity record
    ユーザーオブジェクトの権限セット割り当てを削除
    ユーザーを指定グループに追加
    ユーザーを指定グループから削除
    Post to Chatter
    Add User to Chatter Group
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 new record is registered in the lead object
    When a new record is registered in the account object
    When a new record is registered in the opportunity object
    When a new record is registered in the contact object
    When a record is registered or updated in the lead object
    When a record is created or updated in the Account object
    When a record is created or updated in the Opportunity object
    When a record is created or updated in the Contact object
    When a new record is created in the Custom Object
    When a record is created or updated in the Custom Object
    When a record is registered in the Activity object
    When a record is registered in the ToDo object
    When an outbound message is received
    When a file is uploaded
Flowbot actions
    Get Lead Record
    Update Lead Record
    Create Lead Record
    Search Lead Records
    Get Latest Lead Record
    Get Account Record
    Update Account Record
    Create Account Record
    Search Account Records
    Get Opportunity Record
    Update Opportunity Record
    Create Opportunity Record
    Search Opportunity Records
    Get Contact Record
    Update Contact Record
    Create Contact Record
    Search Contact Records
    Get Custom Object Record
    Update Custom Object Record
    Create Custom Object Record
    Search Custom Object Records
    Link a File to a Record
    Upload a File to Link to a Record
    Get the Content Document ID of the Uploaded File
    Search Lead Records (excluding deleted records)
    Search Account records (excluding deleted records)
    Search Opportunity records (excluding deleted records)
    Search Contact records (excluding deleted records)
    Search Custom Object records (excluding deleted records)
    Download Report
    Log Activity on Lead
    Log Activity on Account
    Log Activity on Opportunity
    Log Activity on Contact
    Create To-Do on Lead
    Create Task on Account
    Create Task on Opportunity
    Create Task on Contact
    Create Event on Lead
    Create Event on Account
    Create Event on Opportunity
    Create Event on Contact
    Log Email Message to Opportunity
    Log Email Message to Account
    Create User Record
    Create Email Message
    Associate Email Message with a Person
    Create Email Message on a Custom Object
    Log Activity on a Custom Object
    Create To-Do on a Custom Object
    Create Event on a Custom Object
    Get Content Document IDs Associated with a Record
    Get Latest ContentVersion ID
    Download File
    Get Contract Record
    Update Contract Record
    Create Contract Record
    Delete Contract Record
    Create Calendar Event
    Search User Records
    Get User Record
    Update Account Activity
    Search Account Activities
    Get Users
    Get Accounts
    Get Contact List
    Get Opportunity List
    Get Lead List
    Get Case List
    Get Campaign List
    List Objects
    List Custom Objects
    List Chatter Group IDs
    Post to User on Chatter
    Post to Account on Chatter
    Chatterを取引先責任者に投稿
    Chatterを商談に投稿
    Chatterをリードに投稿
    Chatterをケースに投稿
    Post to Campaign Chatter
    Post to Custom Object Chatter
    ChatterをChatterグループに投稿
    Get Channel List
    ユーザーオブジェクトのレコードの更新
    Create User Role
    Assign User Role
    ユーザーオブジェクトの権限セット割り当ての作成
    Associate a Contract record with an Opportunity record
    ユーザーオブジェクトの権限セット割り当てを削除
    ユーザーを指定グループに追加
    ユーザーを指定グループから削除
    Post to Chatter
    Add User to Chatter Group
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.
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.
Learn more about Yoom
CloudSign
 &
Salesforce

Automate Your Everyday Tasks
CloudSign
 &
Salesforce
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
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
Salesforce
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.
see details
Templates
CloudSign
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.
Learn more
CloudSign
Templates

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.

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.‍

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.
Salesforce
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.
Learn more
Salesforce
Templates

When a ToDo object is registered in Salesforce, it is added to the Google Spreadsheet database. This flow frees the person in charge from the redundant manual input tasks, allowing them to focus on their core duties.

This is a business workflow that automatically adds a contact to Mailchimp when the lead status is updated in Salesforce. Automating data synchronization streamlines customer management.

This is a business workflow that automatically adds lead information registered in Salesforce to Notion. It reduces manual input and streamlines information sharing across the entire team.
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Many customers, regardless of industry type or size, continue to transform their operations with Yoom.

O: Co., Ltd.
Yoom has significantly streamlined our critical verification tasks and processes, reducing the workload by at least 50%. This has allowed us to work effectively and dedicate more time to essential tasks, resulting in higher overall productivity.
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Mikata Co., Ltd.
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Coconala Co., Ltd.
Although I've never written a program myself, creating workflows with no-code tools in Yoom was enjoyable, almost like playing a game.
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Skill Marketplace Management
OniGo Co., Ltd.
By integrating different SaaS tools through Yoom, we automated data updates and cut our workload by half.
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Grocery Delivery Service
BEENOS CO., LTD.
Thanks to Yoom, most of our tasks have been streamlined. Now, all we need to do is input information into the forms created with Yoom and upload files to complete the process.
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E-commerce
Ito Co., Ltd.
The biggest advantage has been to be able to instantly share information digitally.
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Ceremonial Service
T.V.B Accounting Office
Tasks that used to take two to three days now take less than one day to complete after implementing Yoom.
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Accounting Firm
FreeDIVE Co., Ltd.
The time saved by using Yoom has given us more opportunities to plan and execute new strategies, which we see as a major benefit.
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Mobile WiFi & Digital Solution Development
J-Stream Co., Ltd.
With Yoom, task status management became possible. Automated reminders and alerts are now sent in line with deadlines, significantly reducing the burden on team members.
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Video Production & Distribution
Boost Up Co., Ltd.
Digitizing tasks that used to be manual has reduced our workload significantly and made operations much easier.
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Fitness
Hiramatsu Construction Co., Ltd.
On a larger scale, if Yoom became more widespread, it could streamline operations for people across Japan, creating vast amounts of additional time.
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Construction
DD Group Co., Ltd.
Since adopting Yoom, our capabilities have increased, and we've received more inquiries from other departments asking, "Can we do this too?"
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Foodservice & Amusement Business
FAQs
Q.
Can I use it even if I'm not an engineer?
It's possible. It has an intuitive GUI operation and can be easily configured without code.
Q.
Is there a support system?
Our customer success team will provide support via chat, email, etc. from time to time.
Q.
Do you have an agent/partner system?
We have implemented multiple partner systems. Please contact us using the form below.
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