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In the business field, exchanging contracts is a daily routine, but it often takes time and effort to create and send them.
Manual processes, in particular, carry the risk of errors.
To solve such issues, why not integrate various applications to make your operations more efficient?
This time, we will introduce how to launch freee Sign from Airtable and send contracts using Airtable and freee Sign.
This automation can reduce workload and improve operational efficiency.
Furthermore, this blog will introduce a method that can be easily set up without programming knowledge and explain the specific benefits in business.
Please refer to this blog and challenge yourself to automate your operations!
By integrating Airtable and freee Sign, manual contract creation and sending tasks become unnecessary.
Also, since you can work without switching between the two apps, the entire contract process becomes smoother, and you can expect a reduction in working time.
This allows staff to secure time to focus on other important tasks, leading to an overall improvement in operational efficiency.
For example, in the sales department, contract creation and sending tasks that were previously done manually can be automated by integrating Airtable and freee Sign.
Sales representatives can save time on data entry and contract sending, potentially shortening contract processing time.
As a result, it leads to securing time for customer interaction, which may also improve customer satisfaction.
In the manual contract sending process, there is a risk of entry errors or omissions, but automation allows for accurate and consistent document creation and sending, potentially reducing the time spent on correction tasks.
For example, in the legal department, automation reduces the risk of entry errors or omissions in contracts, reducing the workload of corrections and resending.
Moreover, reducing human errors can lead to the dissemination of accurate information, which may indirectly contribute to building trust with customers.
Now, we would like to use a tool called Yoom to integrate Airtable and freee Sign.
[What is Yoom]
First, please access the official Yoom website and create an account.
If you are already registered, please log in.
Yoom Account Issuance Page
1) After logging into your Yoom account, register the apps you will use.
Click "My Apps" and select "New Connection."
2) Select the app you want to register and log in with the account you use for each app.
Once the first app is registered, click "New Connection" again to register the second app.
3) Once registered, icons will appear in My Apps.
Check if the icons for the two registered apps are displayed.
This time, we will create a flow called 【Send Contracts from Airtable with freee Sign】.
The creation flow is as follows:
・Copy the template
・Create a trigger with Chrome Trigger for "Launch from Record Detail Page."
・Next, set an action in freee Sign to "Create Contract from Template."
・Then, set an action in freee Sign to "Send Contract."
・Finally, turn it ON so that the trigger activates
※This flow activates Yoom's flow bot from the extension while the app's web page is open.
Please install the Chrome extension in advance. (Available only on Google Chrome.)
1) Open the template above and click on the "Try this template" icon.
2) The following display will appear.
Click the icons with "!" on the right in order to set up the operations.
The title and details can be edited by clicking, so please change them as necessary.
Next, copy the template to My Projects and create a flowbot.
If you haven't copied it yet, please copy the flowbot template from below.
1. Hover over the banner and click "View Details"
2. Click "Try This Template" on the redirected page
3. Register for Yoom
※ If you have already registered, the login screen will be displayed, so please log in.
Click "Chrome Trigger: Launch from Record Detail Page".
1) Select the action "Launch from Record Detail Page" and click "Next".
2) Enter the required fields.
Once completed, click Test, and after a successful test, click "Save".
1) Return to the flow and click the icon for "Integrate with App: Create Contract from Template (Input Field Set to Signature 1)".
2) Select the action "Create Contract from Template (Input Field Set to Signature 1)" and click "Next".
3) Enter the required fields.
If the app is integrated, you can use the output information for input.
Select from the options as needed, and once completed, click "Save".
1) Return to the flow and click the icon for "Integrate with App: Send Contract".
2) Select the action "Create Contract from Template (Input Field Set to Signature 1)" and click "Next".
3) Enter the required fields.
If the app is integrated, you can use the output information for input.
Select from the options as needed, and once completed, click "Save".
This completes the flow of 【Sending Contracts from Airtable with freee Sign】.
Once all settings are completed, the following display will appear, so click "Turn Trigger ON".
Start the flow bot and verify that it operates correctly.
Here is the template used this time!
Here are some other automation templates using Airtable and freee Sign available on Yoom. Please utilize these templates according to the tasks you want to automate and the apps you are currently using.
1. Update Airtable Information When a Contract is Completed with freee Sign
In this flow, once a contract is completed with freee Sign, the completion date is automatically added to Airtable, reducing manual effort. By automatically adding information related to contract completion, you can expect improved accuracy of Airtable information. Eliminating manual work helps avoid the risk of human error and ensures smooth business operations.
2. Search for reviews on Google using keywords added to Airtable and update the results in Google Sheets
You can automatically retrieve review information from Google searches using keywords added to Airtable.
The retrieved information is reflected in Google Sheets, allowing for quick verification within the team.
3. Notify Slack when the document status is completed in freee Sign
This template automatically notifies a specified Slack channel when the document status is completed in freee Sign.
The notification content and the destination Slack channel can be freely customized.
This eliminates the need to manually input notification content, potentially reducing input time.
By integrating Airtable with freee Sign, you can automate the contract sending process, which is expected to improve operational efficiency and reduce human errors.
This allows staff to focus on more important tasks, potentially enhancing the overall productivity of the business.
Especially in departments that handle contracts, such as sales and legal departments, the workload is reduced and the accuracy of tasks is improved, leading to a reliable contract process.
With Yoom, you can easily set it up without programming knowledge, so please consider implementing it at this opportunity.
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