Do everything in one place
Customize your Cloud Sign and Hello Sign 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
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
Hello Sign
- Add user access to templateAdd user access to template in HelloSign.
- Add user to teamInvite a user to your team in HelloSign.
- Cancel signature requestCancel an incomplete signature request in HelloSign.
- Create recordCreate record in HelloSign
- Custom actionCustom action in HelloSign
- Delete recordDelete record in HelloSign
- Get record detailsGet specific details of record in HelloSign
- Remove signature request accessRemove signature request access in HelloSign.
- Remove user access to templateRemove user access to template in HelloSign.
- Remove user to teamRemove a user from team in HelloSign.
- Search recordsSearch for records in HelloSign
- Send signature requestSend a signature request with the submitted documents in HelloSign.
- Send signature request reminderSend a signature request reminder in HelloSign.
- Send signature request with templateSend a signature request based off a template in HelloSign.
- Update recordUpdate record in HelloSign
Any other action you can think up
The wonders of Workato
Easily set up as many intelligent automations you need.
- 1000s of ready-to-use templates
- Accelerate work with intelligent automation
- Do it yourself, faster
- Build bots. Put them to work