Integrate CollaboFlow with freee Sign to send contracts via freee Sign once an application is approved in CollaboFlow.

This section explains how to automate the contract sending process by integrating CollaboFlow with freee Sign. This automation is expected to improve operational efficiency and strengthen compliance, significantly reducing the hassle of contract management. It is particularly useful for companies looking to streamline their contract sending operations. As this automation can be implemented without any coding, please read through to the end.

Recommended for

Small and medium-sized business owners who feel challenged by contract management.
Project managers who want to improve the transparency of the contract process.
Staff in corporate management departments who want to strengthen compliance.
Business unit leaders who want to reduce manual contract work and improve productivity.

Benefits and Examples of Integrating CollaboFlow with freee Sign

Benefit 1: Improved Operational Efficiency

By integrating CollaboFlow with freee Sign, the contract sending process is automated, significantly improving operational efficiency. The manual tasks of creating, sending, and verifying contracts are reduced, saving time for the person in charge. Additionally, errors due to manual work are reduced, and the processing speed of contracts is improved. For example, when a company enters into a contract with a new partner, the contract is automatically sent via freee Sign as soon as the application is approved, allowing the person in charge to focus on other important tasks.

Benefit 2: Strengthened Compliance

Automation ensures consistent sending and management of contracts, strengthening compliance. For example, all contracts are properly stored and access restrictions are set, reducing the risk of confidential information leakage. Additionally, the sending history and approval process of contracts are recorded, enabling quick and accurate responses during audits. This minimizes legal risks for the company and is expected to achieve highly reliable business operations.

Benefit 3: Enhanced Transparency

By integrating CollaboFlow with freee Sign, the status of contracts is visualized in real-time, enhancing transparency. For example, the sending status and approval process of contracts can be seen at a glance, allowing all stakeholders to share the latest information. This facilitates smooth communication between those in charge and enables accurate tracking of business progress. Increased transparency allows for early detection of project delays or issues, leading to efficient business operations.

Now, let's explain how to use the no-code tool Yoom to integrate CollaboFlow with freee Sign, so that when an application in CollaboFlow is approved, the contract is sent via freee Sign.

[What is Yoom]

How to Send Content Added to CollaboFlow via freee Sign

This can be achieved by receiving the registration of a record in the CollaboFlow database using the CollaboFlow API and sending the contract registered in CollaboFlow to the address provided by freee Sign using the freee Sign API.

Generally, programming knowledge is required to achieve this, but with the no-code tool Yoom, it can be easily accomplished without programming knowledge.

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We will proceed in four main processes.

・Register CollaboFlow and freee Sign as My Apps
・Copy the template
・Set the trigger in CollaboFlow that serves as the starting point of the flow, followed by the operation settings in freee Sign
・Turn on the trigger and confirm the automatic integration

If you are not using Yoom, please register for free here.

If you are already using Yoom, please log in.

Step 1: Integrate CollaboFlow and freee Sign with My Apps

Let's register CollaboFlow and freee Sign in My Apps.
By registering in My Apps beforehand, future automation settings can be done smoothly.
First, let's integrate CollaboFlow with Yoom.
On the left side of the Yoom workspace, select "My Apps" → "New Connection" and then click on CollaboFlow.

Enter any name for the account name.
Please enter the User ID and API key.

With this, the registration of CollaboFlow in My Apps is complete.

Next, register freee Sign in My Apps.
On the left side of the Yoom workspace, select "My Apps" → "New Connection" and then click on freee Sign.

Enter "freee Sign" in the search box and click on the freee Sign icon.

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A screen like the image below will be displayed, so log in with the account you want to integrate this time.

Once logged in, freee Sign will be displayed on the My Apps screen.

This completes the integration of CollaboFlow and freee Sign with My Apps for this time.

Step 2: Copy the Template

Next, please copy the template to be used this time.

1. Click "View Details" on the top banner
2. Click "Try this template" at the bottom of the transitioned screen
3. If you haven't registered with Yoom yet, please register * If you have already completed registration, the login screen will be displayed, so please log in. When the Flowbot template is copied to "My Projects", the above display will appear. Step 3: Set the trigger for the Collabo Flow that serves as the starting point of the flow, and configure the subsequent freee Sign operations The screen shown in the image below will be displayed, so click the red frame. Make sure you are using the correct Collabo Flow account for this integration, and click "Next." The screen shown in the image below will be displayed, so let's copy and set the Webhook URL. For instructions on how to set up Webhooks within Collabo Flow, please refer to this article. Once set, execute the test and click "Save" after confirming success. Next, click "Review Application Details." On the screen for selecting the linked account and action, click "Next." The API connection screen will be displayed, so proceed with the input according to the content. After inputting, click "Test" → "Save." Next, click "Create Contract from Template." On the screen for selecting the linked account and action, click "Next." The API connection settings screen will be displayed. Please input according to the content. When you click on each item during input, "Candidates" and "Output" will be displayed. You can input by clicking on the item you want to enter. Once you have entered the information, conduct a test, and after confirming the test's success, click "Save." On the following screen, click "Send Contract." On the "Select Linked Account and Action" screen, click "Next." When you click on each item during input, "Candidates" and "Output" will be displayed. You can input by clicking on the item you want to enter. Once you have entered the information, conduct a test, and after confirming the test's success, click "Save." Step 4: Turn ON the Trigger When the creation of the Flowbot is completed, the display above will appear. The trigger is initially set to OFF, so let's turn it ON. Flowbot template used this time

Other Automation Examples Using CollaboFlow and freee Sign

① Send an Email via Gmail When a Request is Approved in CollaboFlow

This flow sends an email via Gmail when a request is approved in CollaboFlow. By utilizing this template, those who used to access CollaboFlow to check the approval status can reduce the effort required for confirmation and improve the efficiency of the approval process.

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② Add a task to kintone when a request is made in Collaboflow

This is a flow to add a task to kintone when a request is made in Collaboflow. By utilizing this template, tasks can be automatically added to kintone, eliminating the need for manual input. Additionally, by using the quoted content to add information to kintone, human errors can be prevented.

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③ Notify Microsoft Teams when a contract is completed with freee Sign‍

This is a flow to notify Microsoft Teams when a contract is completed with freee Sign. By utilizing this template, you can seamlessly share information about contracts concluded with freee Sign on Microsoft Teams. Since there is no need to manually transcribe, you can reduce working time and minimize transcription errors and missed communications. You can freely set the recipient and notification content, allowing customization to meet your business needs.

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Summary

By integrating CollaboFlow and freee Sign, you can automate the contract sending process, leading to improved operational efficiency and strengthened compliance. This integration can be a significant aid for companies facing challenges in contract management. By following the setup steps, anyone can easily achieve integration and automation without coding. Implementing automation can potentially enhance operational efficiency.
Take this opportunity to utilize Yoom, which allows app integration without the need for programming.

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