クラウドサインとkintoneの連携イメージ
How to Integrate Applications

2025-04-11

How to integrate CloudSign with kintone to register a record in kintone once the document signing is completed in CloudSign

r.suzuki

クラウドサインの情報をkintoneで管理している方に朗報です!
クラウドサインで契約が締結したら、毎回、kintoneにデータを登録するのは大変ですよね。

ここでは、クラウドサインとkintoneを連携して、契約締結後のデータ登録を自動化する方法をご紹介します。

ノーコードで設定できるだけでなく、すぐに利用することもできるので、今日から業務を効率化できると思います。
‍プログラミング知識がない方でも、簡単に設定できるので、ぜひ試してみてくださいね!

こんな方におすすめ

  • クラウドサインとkintoneでの業務効率化を考えている方。
  • クラウドサインで契約が締結したら、kintoneにデータを登録している方。
  • クラウドサインとkintoneを連携して、データ登録時のミスや抜け漏れを防ぎたい方。

今すぐに試したい方へ

本記事ではノーコードツール「Yoom」を使用した連携方法をご紹介します。

難しい設定や操作は必要なく、非エンジニアの方でも簡単に実現できます。

下記のテンプレートから今すぐに始めることもできるので、ぜひお試しください!

Benefits of Integrating CloudSign and kintone

How do you finalize contracts? In recent years, electronic contracts have become more common. While electronic contracts are very convenient, don't you sometimes wish that document storage and management could be a bit smarter? This time, we aim to streamline the management and storage of electronic contracts by integrating the electronic contract service CloudSign with kintone, which makes it easy to build forms and databases!

So, what are the actual benefits of integrating these two apps?

Benefit 1: Real-time Update of Contract Status
By integrating CloudSign and kintone, you can update contract statuses in real-time. Specifically, every time a contract is created, sent, or signed in CloudSign, that data can be automatically reflected in kintone. This way, you won't make mistakes like storing an old contract, and you can always check the latest contract status and take necessary actions immediately. Data updates and additions that were previously done manually can now be done automatically!

Benefit 2: Automation of Contract Notifications
Another benefit is the automation of contract notifications. The progress of contracts is automatically reflected in kintone, and notifications are sent to the relevant personnel. Automation eliminates notification omissions or delays due to human processes, making the entire contract process smoother. For example, even when handling multiple contracts simultaneously, such as during onboarding, you can easily grasp the situation without switching between apps each time.

Benefit 3: Smooth Data Management
Since data related to contracts is centrally managed in kintone, it prevents duplication or errors, allowing all stakeholders to access the latest information. You don't need to switch between various apps, significantly improving work efficiency. When a contract is updated, the information in kintone is also updated, eliminating the risk of incorrect or duplicate information due to human processes. If you want to search for data, you can easily find it, enabling instant and accurate decision-making based on precise data, which should also improve work accuracy.

What is Yoom?

The app integration is done using Yoom, which allows app integration without code. In general app integrations, programming knowledge may be required, but Yoom provides a service that allows apps to be integrated without code, even without specialized knowledge! Moreover, Yoom offers a wealth of existing templates! Even beginners can easily start by copying these templates to create flows!

Flowbot Templates|Yoom

You can start for free, so if you don't have a Yoom account, please get one!
Yoom Account Issuance Page
Refer to this for basic Yoom operations.
Getting Started with Yoom

How to Create a Flow for Integrating CloudSign and kintone

This time, we will first create a flow to [Register a Record in kintone When a Document is Finalized in CloudSign]. When a document is finalized in CloudSign, a record is automatically registered in kintone. You don't have to manually register finalized contracts, preventing duplication or omissions. Let's automate tedious tasks and improve work efficiency!

By copying the template, you don't need to build from scratch, making it easy to create a flow. Start by copying the template and then begin the integration settings.

Preparation

Once you can log in to your Yoom account, first register the app you will use.
1. Click "Register My App" and select "Create New".
2. Select the app you want to register (this time, CloudSign and kintone) and log in with the account you will use.


Once you have registered CloudSign, click "Create New" again to register kintone.
Refer to this for CloudSign app integration.
How to Register CloudSign My App | Yoom Help Center (intercom.help)
Refer to this for kintone app integration.
How to Register kintone My App | Yoom Help Center (intercom.help)
3. Once registered, an icon will be displayed in My Apps.
Check if the icons for CloudSign and kintone are displayed.

Let's get started with the steps to create a specific flow!
1. Open the copied template from My Projects.
2. Click "Edit" in the top right corner.
The title is filled in to make the content of the flow easy to understand.
Details can also be changed. Please modify it to make it easier to use.

3. Click "App Trigger: When Document Completion is Done".


4. Select the trigger action "When Document Completion is Done" and click "Next".


5. Select the trigger interval and click "Test". If the test is successful, click "Save".


6. Return to the flow and click the "Integrate with App: Register Record" icon.

7. Select the action "Record is Registered" and click "Next".


8. For the subdomain name, obtain and enter the part of the URL "https://●●●●●●●.cybozu.com/"●●●●●.
If the app ID is registered in My Apps, you can select it from the options.
Record information can be selected and entered from the output information of Notion, which was previously integrated.
Click "Test", and if the test is successful, click "Save".

This completes the flow of [Register a record in kintone when document signing is completed in CloudSign].

9. Finally, switch the trigger to "ON" to activate it.

Advanced Integration Flow of CloudSign and kintone

In addition to the flows introduced so far, by using Yoom, you can create various flows tailored to your business needs!
For example, you can create a complex flow such as 【When a contract is concluded with CloudSign, read the content with AI operations, update the status in kintone, and notify Slack】.
When a new contract is concluded with CloudSign, you can use AI operations to read the contract content, automatically update the relevant status in kintone, and notify Slack of the completed business content.
You can automatically transfer and accumulate information without accessing CloudSign or database tools like kintone.
The content of contract reading and Slack notifications can be changed, so please customize it according to your business flow!
Yoom has many apps that can be integrated!
Please refer to the templates and try integrating apps that suit your business!


※ The operation between "branching" operations is an app that can only be used with the Mini Plan, Team Plan, and Success Plan.
Please note that in the case of the Free Plan, the operations and data connections of the flow bot you have set will result in an error.
※ Paid plans such as the Team Plan and Success Plan offer a 2-week free trial.
You can use restricted apps during the free trial period.

Summary

By integrating CloudSign and kintone, we have achieved automation of contract notifications and real-time updates of contract statuses, making data management much smoother!
With the automation of data updates, issues caused by human processes, such as duplicate or missing important contracts, are eliminated, and data accuracy is improved!
By using the templates introduced in the advanced section, you can achieve more advanced automation flows, allowing you to streamline various operations.
With Yoom, you can easily integrate apps without any coding, so you can start easily without technical concerns.
Please give it a try!

I also want to continue integrating to further improve the efficiency of various operations!!

Web会議が終了したら文字起こししてkintoneに追加する

Google MeetやZoomでミーティングが終了したら、文字起こししてkintoneに自動で追加します。

クラウドサインを活用した自動化例

クラウドサインで締結が完了したらチャットツールに通知する

クラウドサインで締結が完了したらSlackやChatworkに自動で通知します。

クラウドサインで締結した書類をクラウドストレージに保存する

クラウドサインで締結した書類をGoogle Driveなどに自動で保存します。

ワークフローで申請が承認されたらクラウドサインで契約書を送付する

Garoonやコラボフローなどで申請が承認されたらクラウドサインで契約書を自動で送付します。

クラウドサインとkintoneを連携するメリット。

メリット1:契約状況の自動更新

クラウドサインとkintoneを連携することで、契約状況の自動更新が可能になるんです。
具体的には、クラウドサインで契約書が作成、送信、署名されるたびに、そのデータを自動的にkintoneに反映されます。
だから、契約情報が登録されていなかった!なんていうミスがなく、常に正確な状況を確認できますよね。
今まで手作業で行っていたデータの追加とは、これでおさらばです!

メリット2:契約書の通知が自動化

契約書の通知が自動化されるというメリットもあります。
通知機能を利用することで、契約の進捗状況が自動的にkintoneに反映されるだけでなく、関連する担当者に通知が送られます。
自動化すると人的フローによる通知漏れや遅延がなくなり、契約プロセス全体がよりスムーズに進行するメリットもあるんです!
例えば入社手続きなど、複数人の契約書を同時に扱わなくてはならない場合も、毎回アプリを行き来せずに状況把握が簡単にできますね。

メリット3:データ管理がスムーズに

契約書に関するデータがkintoneに一元管理されるため、情報の重複や誤りを防ぎ、関係者全員がどちらのツールでも同じ情報にアクセスできますよ。
いろいろなアプリを行き来しなくてもいいので、業務が効率化しそうですね。
また、契約書が更新されれば、kintoneの情報も更新する自動化もあるので、人的フローによる誤情報や重複情報のリスクがなくなるのも嬉しいポイントです。
データを探したい場合も簡単にみつけられるので、業務の無駄をそぐことができそうですね。

まとめ

クラウドサインとkintoneの連携により、契約通知の自動化や契約状況の自動更新が実現し、データ管理がとてもスムーズになると思います!
データの反映が自動化されることによって、重要な契約の重複や漏れなどの人為的ミスによる問題がなくなり、データの正確性も向上するはずです!
さらに、より高度な自動化フローを利用することもできるので、さまざまな業務の効率化を進めることができますよ。

Yoomを利用することで、ノーコードで簡単にアプリ連携できるので、技術的な心配もなく、誰でも簡単に始められます。
ぜひみなさんもチャレンジしてみてください!

私もまだまだいろんな業務の効率化を図るべく、どんど連携していきたいと思います!!

The person who wrote this article
r.suzuki
I came across Yoom when I was searching for ways to improve work efficiency on a daily basis at a small and medium-sized enterprise in a region where human resources are limited. I was casually thinking that it would be nice if this were the case, and by introducing Yoom, we can make it so much more efficient! I'm moved. Even though I have no knowledge or experience with systems or programming, my work has changed drastically, so I'm writing that I hope I can share it with many people who feel the same way.
Tags
Automation
Integration
kintone
CloudSign
Automatic
Related Apps
App integration
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With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.
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Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.

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