Synchronize document status on nCino with confirmation status on SMBC CloudSign

name
nCino - SMBC CloudSign integration (status synchronization)
tag
Document management/electronic contracts
Connector used
REST Connector
Image illustrating the synchronization of document status on nCino and confirmation status at SMBC CloudSign.

Script Details

Processing execution script

sync_document_status

Image diagram of the processing execution script

Acquiring SMBC CloudSign tokens

cloudsign_get_token

Image illustrating the process of obtaining tokens for SMBC CloudSign.

Status acquisition and synchronization target information output

get_status

Image diagram illustrating status acquisition and output of synchronized information.

Get nCino document status

ncino_get_status

Image illustrating how to retrieve document status in nCino.

Obtaining SMBC CloudSign confirmation status

cloudsign_get_status

Image illustrating how to obtain the confirmation status of SMBC CloudSign.

Status Sync

update_status

Image diagram regarding status synchronization

Update SMBC CloudSign's verified documents on nCino

ncino_update_file

Image illustrating how to update verified documents from SMBC CloudSign on nCino.

How to install and use it