Do everything in one place
Customize your Cloud Sign and Percolate integration with the following
triggers and actions.
Triggers
When this happens…
Cloud Sign
- 契約が完了 Real-timeNew completed 契約 in CloudSign
- 契約が却下・取り消し Real-timeNew rejected/cancelled 契約 in CloudSign
Any other trigger you can think up
Percolate
- Deleted object Real-timeDeleted object in Percolate
- New object Real-timeNew object in Percolate
- New or Updated object Real-timeNew or updated object in Percolate
Any other trigger you can think up
Actions
Do this…
Cloud Sign
- 書類を作成Create 書類 in CloudSign
- 書類にファイルを添付Create ファイル in CloudSign
- Custom actionCustom action in CloudSign
- 合意締結証明書をダウンロードDownload 合意締結証明書 in CloudSign
- ファイルをダウンロードDownload ファイル in CloudSign
- 書類情報を取得Get 書類情報 in CloudSign
- 書類を取得Get 書類 in CloudSign
- 書類を検索Search for 書類 in CloudSign
- 書類情報を更新Update 書類情報 in CloudSign
Any other action you can think up
Percolate
- Custom actionCustom action in Percolate (Custom)
- Check content workflow stepCheck content workflow step in Percolate
- Copy assetCopy an asset in Percolate
- Create objectCreate a object in Percolate
- Custom actionCustom action in Percolate
- Download assetDownload an asset in Percolate
- Get object details by IDGet object details by ID in Percolate
- Search objects BatchSearch for objects in Percolate
- Update objectUpdate a object in Percolate
- Update object's production workflow stepUpdate object's production workflow step in Percolate
- Upload assetUpload an asset in Percolate
Any other action you can think up
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