Cloud Sign and Veeva Vault integrations and automations

Seamlessly connect Cloud Sign and Veeva Vault. 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

Market leaders run on Workato

  • monday.svg
  • box.svg
  • hp-2.svg
  • atlassian.svg
  • cisco.png

Build Powerful Workflows, fast

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

Veeva Vault
  • New/updated document
    New/updated document in Veeva Vault
  • New/updated record (scheduled VQL)
    New/updated record in Veeva Vault

    • 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

Veeva Vault
  • Custom action
    Custom action in Veeva Vault (Custom)
  • Bulk delete records Batch
    Bulk delete records in Veeva Vault
  • Bulk upsert records Batch
    Bulk upsert records in Veeva Vault
  • Create document relationship
    Create document relationship in Veeva Vault
  • Create document version
    Create document version in Veeva Vault
  • Create record
    Create record in Veeva Vault
  • Delete record
    Delete record in Veeva Vault
  • Download document rendition
    Download document rendition in Veeva Vault
  • Get document
    Get document in Veeva Vault
  • Get record
    Get record in Veeva Vault
  • Run VQL query
    Run VQL query in Veeva Vault
  • Search audit trail
    Search audit trail in Veeva Vault
  • Search records
    Search records in Veeva Vault
  • Update record
    Update record in Veeva Vault
  • Upload document
    Upload document in Veeva Vault
  • Upsert record
    Upsert record in Veeva Vault

    • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation