Cloud Sign and Personr integrations and automations

Seamlessly connect Cloud Sign and Personr. Automate workflows, and boost efficiency with Workato.

Rating

4.9

Pre-built

150+

integrations

Total

100+

active users

avg

2 min

to connect

Custom Connections

Available

via HTTP connector

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Triggers

When this happens…

Cloud Sign

契約が完了 Real-time
New completed 契約 in CloudSign
契約が却下・取り消し Real-time
New rejected/cancelled 契約 in CloudSign

Any other trigger you can think up

Personr

Updated entity verification Real-time
Updated entity in PersonR

Any other trigger you can think up

Actions

Do this…

Cloud Sign

書類に宛先を追加
Add participant to document in CloudSign
書類に共有先を追加
Add reportee to document in CloudSign
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 action
Custom 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
書類を送信またはリマインド
Send document in CloudSign
書類情報を更新
Update 書類情報 in CloudSign

Any other action you can think up

Personr

Custom action
Custom action in Personr (Custom)
Create an Entity
Create a new entity in Personr
Generating a verification link
Once you've created an entity, you can generate a hosted link for verification in Personr
Retrieving entity questionnaire answers
If your flow contains a questionnaire or product and plan logic block using Flow Logic, use this endpoint to retrieve the answers inputted by the entity during the verification process
Retrieving entity verification results
Verifications typically take ~2 minutes on average to process. When an entity has finished processing, use this action to retrieve extracted registry data along with the verification result

Any other action you can think up

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