How to integrate CloudSign with LINE WORKS to receive notifications in LINE WORKS when a document is completed in CloudSign.

Benefits of Integrating CloudSign with LINE WORKS

In recent years, many companies have started adopting electronic contracts instead of paper for concluding agreements.
It's very convenient as there's no need for mailing or face-to-face meetings!
However, depending on when the person in charge checks, there might be instances where things are left as they are, or the subsequent tasks are not handed over to the responsible person, causing workflow disruptions... Have you ever experienced this? Therefore, this time, we aim to streamline the management of electronic contracts by integrating CloudSign, an electronic contract service, with LINE WORKS, which excels in internal information sharing!

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

Benefit 1: Automated Contract Notifications

A major benefit is the automation of contract notifications.
You can automatically notify the designated person in charge on LINE WORKS about the contract's progress.
Since what used to be individual notifications is now automated, there are no more notification omissions or delays due to human processes, allowing the entire workflow to proceed more smoothly. For example, in a large new project where multiple products are lined up afterward, if the relevant person can immediately confirm the timing of contract conclusion, preparations for the next task can be carried out smoothly.

Benefit 2: Smooth Information Sharing Among Teams

‍Since you can check the progress of CloudSign in chat rooms set for each team or department, information sharing becomes smoother.
There's no need for individual notifications, and you can eliminate human errors like failing to share information with someone.
If there are any questions about the CloudSign information shared on LINE WORKS, you don't need to switch to another application and can discuss it directly in the chat room.
The content is also recorded in the history, allowing it to be reflected in subsequent tasks!

Benefit 3: Transparency and Tracking of Document Management

By sharing information on LINE WORKS, the process of sending, approving, and signing documents is automated, making it easy to check who signed which document and what changes were made.
Especially in contract or document management processes involving multiple members, it's easier to grasp who has progressed to what extent, improving workflow efficiency.
Manual errors such as duplication or omissions are reduced, enhancing not only efficiency but also accuracy!

What is Yoom?

‍The app integration is done using Yoom, which allows for no-code app integration.
In general app integrations, programming knowledge might be required, but Yoom provides a service that allows app integration without specialized knowledge!
Moreover, Yoom offers a wealth of existing templates!
Even beginners can easily start by copying these templates to create flows!
Flow Bot Templates｜Yoom

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

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How to Create an Integration Flow Between CloudSign and LINE WORKS

This time, we will first create a flow of [Notify LINE WORKS when a document is concluded in CloudSign].
When a document is concluded in CloudSign, it will notify the designated room in LINE WORKS.
There's no need to manually contact the person in charge about the concluded contract, preventing duplicate or missed notifications.‍
Let's automate these tedious tasks!

With Yoom, you don't need to build from scratch if you copy a template, making it easy to create flows.
First, copy the template and then start the integration settings.

How to Create a CloudSign and LINE WORKS Integration Flow

Preparation

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

Once you have registered CloudSign, click "Create New" again to register LINE WORKS.
Refer to this for CloudSign app integration.
How to Register My App for CloudSign | Yoom Help Center (intercom.help)
Refer to this for LINE WORKS app integration.
How to Register My App for LINE WORKS (API2.0) | Yoom Help Center (intercom.help)
3. Once registered, an icon will appear in My Apps.
Check if the icons for CloudSign and LINE WORKS 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 upper right corner.
The title is filled in to make the content of the flow easy to understand.
You can also change the details. Please modify it to make it easier to use.

3. Click "App Trigger: When document signing is completed in CloudSign".

4. Select the trigger action "When document signing is completed" and click "Next".

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

6. Return to the flow and click the icon "Integrate with App: Send Message to Talk Room".

7. Select the action "Send Message to Talk Room" and click "Next".

8. Enter the Bot ID, Talk Room ID, and message.
If the app registration is complete, you can select the Bot ID from the suggestions.
Select the appropriate bot.
The Talk Room ID is displayed when you click "Channel ID" in the menu of the Talk Room screen.
You can use the output information from CloudSign that was linked earlier for the message, so select and enter it from the output.
Click "Test", and if the test is successful, click "Save".

This completes the flow of [Notify LINE WORKS when document signing is completed in CloudSign].

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

Advanced Integration Flow of CloudSign and LINE WORKS

Besides the flows introduced so far, Yoom offers many apps that can be integrated, allowing you to create various flows tailored to your business needs!
For example, you can create a flow like [Issue an employment contract and send it via CloudSign when a request form is submitted] by combining CloudSign, Slack, and Google Docs.
When an employment contract request form is submitted, the employment contract is automatically issued and sent using CloudSign.
This allows for efficient contract processing, avoiding delays and errors.
You can also replace the Slack part with LINE WORKS to create the flow.

You can also create a complex flow such as [Perform OCR on PDF data stored in Google Drive, verify the content, add it to YoomDB, and notify via LINE WORKS].
It analyzes images from PDF files stored in Google Drive, adds them to the database, and sends notifications to the chat.
By including a request to the person in charge during the process, more reliable data addition is made possible.

*AI operations are features available only in the Team Plan and Success Plan.
Please note that operations of flow bots set in the Free Plan and Mini Plan will result in errors.
*Paid plans such as the Team Plan and Success Plan offer a 2-week free trial.
During the free trial, you can use restricted apps and AI features (operations).

Summary

By integrating CloudSign with LINE WORKS, the automation of contract notifications has made information sharing within the company smoother!
Additionally, automating tasks helps reduce errors such as duplication and omissions, thereby improving the accuracy of operations!
There's no need to switch between the two apps, which can also save time.
By using the templates introduced in the advanced section, you can easily achieve more sophisticated automation flows, leading to increased efficiency in various tasks.
With Yoom, you can easily integrate apps without coding, allowing anyone to start without technical concerns.

We encourage everyone to take this opportunity to try integrating CloudSign with LINE WORKS. I also want to challenge myself with various app integrations!