📝 Overview
This Flowbot example demonstrates how to automatically update YoomDB and send an internal notification when the contract is signed and completed in CloudSign.
🛠️ Features and Tools Used
✔️ Yoom Database - Stores contract-related data
✔️ App Trigger - Starts the Flowbot trigger
✔️ Database Operation - Updates contract status in the database
✔️ ChatWork App - Sends a notification to the internal team
🔍How It Works
1️⃣ Pre-requisite:
The YoomDB already contains records of companies to which CloudSign contracts were sent.
This setup is also used in Use Case 4 | Sending CloudSign Reminders, Updating Information, and Notifying the Team based on Specific Dates and Conditions. (Refer to it for additional details.)
2️⃣ Trigger the Flowbot
The Flowbot is triggered when a contract is completed in CloudSign using an app trigger.
3️⃣ Updating YoomDB
The Flowbot retrieves the document ID from the trigger and updates the Contract Status column in YoomDB.
5️⃣ Sending an Internal Notification
A completion message is sent to a ChatWork group, notifying relevant team members.
🚀 Try It Yourself!
Use the pre-built Flowbot template introduced here - Click Here to Try It
📚 Related Guides
Use Case 4 | Sending CloudSign Reminders, Updating Information, and Notifying the Team based on Specific Dates and Conditions - View Guide