Connect YCloud and Yousign to Build Intelligent Automations

Choose a Trigger

YCloud

When this happens...

Choose an Action

Yousign

Automatically do this!

Ready to use YCloud and Yousign automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Contact

New Contact

Trigger when new Contact is Created.

New Workspace

New Workspace

Trigger when new workspace is Created.

New Label

New Label

Trigger when new Label is Created.

New User

New User

Trigger when new User is Created.

Update Workspace

Update Workspace

Trigger when an Existing workspace is updated.

Signature Request Activated

Signature Request Activated

Triggers when new signature request is activated.

Do thisActions

Action is the task that follows automatically within your YCloud integrations.

Send an Email

Send an Email

Send an email to the customers

Retrieve balance

Retrieve balance

Get balance from ycloud.

List Unsubscribers

List Unsubscribers

Get all unsubscribers from ycloud.

List Voice Records

List Voice Records

Get all Voice Records from ycloud.

List WhatsApp Business Accounts

List WhatsApp Business Accounts

Get all WhatsApp business accounts from ycloud.

List WhatsApp Business Phone Numbers

List WhatsApp Business Phone Numbers

Get all WhatsApp business phone numbers from ycloud.

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Frequently Asked Questions

How do I start an integration between YCloud and Yousign?

To start, connect both your YCloud and Yousign accounts to viaSocket. Once connected, you can set up a workflow where an event in YCloud triggers actions in Yousign (or vice versa).

Can we customize how data from YCloud is recorded in Yousign?

Absolutely. You can customize how YCloud data is recorded in Yousign. This includes choosing which data fields go into which fields of Yousign, setting up custom formats, and filtering out unwanted information.

How often does the data sync between YCloud and Yousign?

The data sync between YCloud and Yousign typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from YCloud to Yousign?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between YCloud and Yousign?

Yes, you can set conditional logic to control the flow of data between YCloud and Yousign. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

YCloud

About YCloud

YCloud is a comprehensive cloud-based platform designed to streamline business operations by offering a suite of tools for communication, collaboration, and productivity. It provides businesses with the ability to manage their workflows efficiently, enhance team collaboration, and improve overall productivity through its integrated services.

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Yousign

About Yousign

Yousign is an electronic signature solution that enables businesses to securely sign documents online. It offers features for document management, compliance with legal standards, and integration with various platforms. The app streamlines the signing process, improving efficiency and reducing paperwork.

Learn More