Do everything in one place
Customize your Cloud Sign and Workflow Max 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
Workflow Max
- Create contactCreate Contact in WorkflowMax
- Get all suppliersGet all suppliers in WorkflowMax
- Get client details by UUIDGet client details by UUID in WorkflowMax
- Get contact details by UUIDGet Contact by UUID in WorkflowMax
- Get current invoicesGet current invoices in WorkflowMax
- Get current quotesGet current quotes in WorkflowMax
- Get invoice by numberGet invoice details by invoice number in WorkflowMax
- Get inovice paymentsGet payments of invoice in WorkflowMax
- Get job invoicesGet list of invoices for a specific job in WorkflowMax
- Get quote by numberGet quote details by quote number in WorkflowMax
- Get supplier contact by UUIDGet supplier contact by UUID in WorkflowMax
- Get supplier details by UUIDGet supplier by UUID in WorkflowMax
- Search clientsSearch clients in WorkflowMax
- Search invoicesSearch invoices for given date range in WorkflowMax
- Search quotesSearch issued quotes for given date range inWorkflowMax
- Update contactUpdate Contact by UUID in WorkflowMax
Any other action you can think up
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