This guide explains how to obtain an Agreement Document from CloudSign. Follow the steps below to retrieve the document as an output using Yoom's workflow.

To obtain the Agreement Document, you'll need the "Document ID."

The process is triggered by an email, followed by creating the necessary Flowbot to retrieve the document.

Set up automatic email forwarding to Yoom for the subject line received upon agreement completion in CloudSign.
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Email Subject: “The agreement for ‘●●●●’ has been completed.”

👉 How to set up automatic forwarding: How to forward emails from Gmail & activate email trigger

Extract the "Document ID" for the Agreement Document from the email body using a regular expression.

Use the following regular expression for extraction:

Integrate with CloudSign and select "Obtain Agreement Document" as the execution action.

Set the extracted "Document ID" as the input in this action.

That’s it! 🎉

Your Flowbot is now ready to retrieve the Agreement Document from CloudSign.